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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.

Description

Gathering electronic files from clients can be quite challenging due to varying software preferences and the chaotic nature of email, which often lacks security. Implementing a customized upload page with simple drag-and-drop capabilities can streamline the process of collecting and organizing files. This allows you to focus more on critical tasks while alleviating concerns about logistics and security. You can effortlessly gather digital documents, images, and videos from clients, regardless of their software, ensuring all submissions are safely stored in your cloud under the respective client's name. This eliminates the frustration of misplaced files and the hassle of lengthy searches. File Request Pro seamlessly integrates with platforms like OneDrive, SharePoint, Google Drive, and Google Docs, making it easy to set up in just five minutes. You can efficiently organize essential documents such as personal information, bank statements, and other financial records directly in your cloud storage. Enhancing the customer experience allows you to devote more time to your primary business activities, particularly in lending and mortgage services. This way, you can concentrate on closing deals rather than getting bogged down by paperwork, quickly collecting and organizing vital documents like bank statements, identification, and pay slips to streamline your workflow further. Additionally, a user-friendly submission process can significantly improve client satisfaction and foster stronger professional relationships.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Dropbox No 
Google Drive No 
Microsoft OneDrive No 
Microsoft SharePoint No 
Squarespace No 
WWS Open API Yes 
Weebly No 
Wix No 
WordPress No 
Zapier No 

Integrations

Dropbox Yes 
Google Drive Yes 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 
Squarespace Yes 
WWS Open API No 
Weebly Yes 
Wix Yes 
WordPress Yes 
Zapier Yes 

Pricing Details

£40 per user
Free Trial No 
Free Version No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

FastDox

Founded

2018

Country

United Kingdom

Website

fastdox.co.uk

Vendor Details

Company Name

File Request Pro

Founded

2019

Country

United States

Website

filerequestpro.com

Product Features

AML

Behavioral Analytics No 
Case Management Yes 
Compliance Reporting Yes 
Identity Verification Yes 
Investigation Management No 
PEP Screening No 
Risk Assessment No 
SARs No 
Transaction Monitoring Yes 
Watch List No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates No 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing No 
Progress Tracking Yes 
Task Progress Tracking Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Product Features

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

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