Friday Mar 01, 2024
14: Document Portals & Online Applications - Increase Your Security & Efficiency
In this episode, Tom & Massimo discuss the rise in use of document portals and online applications by Mortgage Brokers in the last 5 years, and how they can enhance efficiency, security, and client experience.
What was discussed:
→ What document portals and online applications are and their best features and practices.
→ They enter the debate of if they should require logins for clients to access.
→ And touch on platform integrations and power dynamics in the Canadian mortgage industry.
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