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What is File Request Pro?

Collecting electronic files from clients can pose significant challenges due to different software preferences and the often disorganized nature of email, which is typically not secure. By implementing a tailored upload page featuring easy drag-and-drop functionality, you can simplify the process of gathering and sorting files. This innovation allows you to prioritize more important tasks while reducing worries about logistics and security. As a result, you can easily collect digital documents, images, and videos from your clients, regardless of the software they use, ensuring that all submissions are securely saved in your cloud storage categorized under each client’s name. This not only removes the frustration associated with lost files but also eliminates the lengthy searches that can accompany traditional methods. File Request Pro integrates smoothly with services like OneDrive, SharePoint, Google Drive, and Google Docs, enabling quick setup in just five minutes. You can systematically arrange essential documents such as personal details, bank statements, and various financial records directly within your cloud storage. By enhancing the customer experience, you are able to dedicate more time to your core business activities, particularly in the areas of lending and mortgage services. This ensures that you can focus on finalizing deals rather than being overwhelmed by paperwork, allowing for a swift collection and organization of crucial documents like identification, pay slips, and bank statements, which further streamlines your workflow. Moreover, a seamless submission process can greatly enhance client satisfaction, cultivating stronger professional relationships and encouraging repeat business in the future.

What is ElevatePoint?

Discover the benefits of a modern digital workplace solution that features an advanced SharePoint intranet, complete with intranet news, an AI-driven chatbot, and smooth integrations with Microsoft Teams and Office 365, all supported by ElevatePoint. Our experienced team provides established processes, templates, and expert advice to help simplify complexities and reduce risks effectively. Begin by assessing your requirements, crafting a strategic plan, and outlining a comprehensive roadmap for your intranet’s deployment. Capitalize on our extensive Microsoft expertise and deep understanding of SharePoint and O365 to transform your approach to communication. Customize employee communications to ensure relevant information is shared while promoting interactive dialogue to nurture a collaborative work culture. To sustain employee productivity, continuously evaluate and enhance your intranet’s capabilities over time. Utilize our specialized knowledge to create governance for an intranet that resonates well with your workforce. Stay responsive to ongoing advancements and innovations in Microsoft’s SharePoint and O365 functionalities to maintain a contemporary and efficient workplace. Ultimately, this proactive approach fosters a more engaged and productive workforce, propelling your organization toward greater success and accomplishment. By investing in these strategies, you will be better equipped to navigate the challenges of the modern workplace landscape.

Media

Media

Integrations Supported

Microsoft SharePoint
Dropbox
Google Drive
Microsoft 365
Microsoft OneDrive
Microsoft Teams
Squarespace
Weebly
Wix
WordPress
Zapier

Integrations Supported

Microsoft SharePoint
Dropbox
Google Drive
Microsoft 365
Microsoft OneDrive
Microsoft Teams
Squarespace
Weebly
Wix
WordPress
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Pricing Information

$2 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

File Request Pro

Date Founded

2019

Company Location

United States

Company Website

filerequestpro.com

Company Facts

Organization Name

Coldwater Software

Date Founded

2009

Company Location

United States

Company Website

elevatepoint.com

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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