Apart from the time it consumes, rushing about collecting documents whether physically, by fax, courier, post (perish the thought), or email – Covid-19 has really emphasised the need to streamline document collection in a more efficient and automated way – without any danger of contamination! Yes, we need to work faster, cheaper, safer – not to mention keeping our good health along the way! And what could be better than a clever document collection system that feeds time and money back into your business? It’s time to retire your pony to a good sanctuary and sell the non-sanitised cart. You can now get vital information and paperwork from one place to another in less time and with more accuracy, improving workflow and productivity. Documentation plays a pivotal role in ensuring the success of your business. Great communication will always be at the heart of any business. Automating your documentation collection puts it in a manageable framework that everyone can access for success.
If you’re a mortgage broker, a real estate agency, sales manager or small business owner – collecting documents is always going to be a key aspect of your operation. This can become a bigger headache than should be the case. Whatever your business, you should be able to make effective use of an automated documentation collection process that cuts out the tedium of tracking down documentation, and which can be customised to your individual business needs. As a sales professional you will need to gather information about prospective new clients. Very often they need to send you documentation: this is where automated systems come in very handy, keeping the pressure on the client to provide the necessary information and documentation so that sales process can get under way as quickly as possible, making for greater efficiency and earlier profits from the get go. Clients can be slow to reply to requests, lackadaisical about deadlines, and create obstacles in your daily work without any guarantee they will finally convert. Automated documentation keeps you in charge of information-gathering, and in the driver’s seat. Clients, no matter what they’re buying – a product or a service – will conduct their own research online, particularly house buyers. If your communication and information processes are not proactive and visibly efficient – you may let a competitor get ahead of you. The best way to counteract this is to set up an impressive client onboarding and services profile by setting up the latest documentation collection technology.
Automated document collection offers you:
You need an efficient automated document collection system that is cost-effective, convenient and easy to use. You need a system that reduces staff costs for the time-wasting run-around on collecting necessary process documents. You also need it to be flexible and easily adaptable to the particular needs of your business.
FileFlow will meet all these needs. Developed in 2018 as a solution to collecting multiple documents relating to one transaction, such as the transfer of a property or a mortgage bond registration, FileFlow allows for a seamless process, less errors and accurate submission of documents.