Mortgage Tech Talks

14: Document Portals & Online Applications - Increase Your Security & Efficiency

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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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Mortgage Tech TalksBy Tom Hall

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