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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

This secure and user-friendly cloud-based lending software allows you to efficiently manage all customer loans and repayments from a single platform. By minimizing administrative tasks, you can focus more on expanding your business. The software provides an overview of loan specifics, including repayment information, loan terms, schedules, collateral, files, and comments. Additionally, you have the ability to print loan statements and schedules for your clients. You can customize loan fees, grace periods, and penalties to suit your needs. A comprehensive snapshot of each loan can be accessed on one page, and there's even an option to send SMS notifications to borrowers. Furthermore, you can establish savings accounts for clients, facilitating transactions like deposits and withdrawals. The system automatically calculates and adds interest to savings accounts based on your chosen savings product, ensuring a seamless experience for both you and your borrowers. With these features, staying organized and efficient has never been easier.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox Yes 
Google Drive Yes 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 
Squarespace Yes 
Weebly Yes 
Wix Yes 
WordPress Yes 
Zapier Yes 

Integrations

Dropbox No 
Google Drive No 
Microsoft OneDrive No 
Microsoft SharePoint No 
Squarespace No 
Weebly No 
Wix No 
WordPress No 
Zapier No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$30 per user per month
Free Trial Yes 
Free Version 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 

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

Customer Support

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

File Request Pro

Founded

2019

Country

United States

Website

filerequestpro.com

Vendor Details

Company Name

Loandisk

Founded

2015

Country

Australia

Website

www.loandisk.com

Product Features

Portal

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

Product Features

Commercial Loan

Asset Management Yes 
Audit Trail Yes 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management Yes 
Exposure Management Yes 
Lead Management Yes 
Pipeline Management Yes 
Risk Management Yes 
Trend Analysis Yes 

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing Yes 
Online Application No 

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management No 
Auto Loans Yes 
Automatic Funds Distribution No 
Business Loans Yes 
Collateral Tracking No 
Collections Management No 
Compliance Management No 
Construction Loans Yes 
Customer Database No 
Fee Management No 
Investor Management No 
Loan Processing No 
Student Loans Yes 

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