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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 FastDox?

Customers can obtain essential documentation in mere minutes by either uploading or taking a photo of their confidential information, which can then be securely sent without delay. The platform allows for an unlimited number of document uploads, regardless of their size, offering the flexibility to send files anywhere and at any time. With features like automatic document alignment and edge cropping, businesses can enhance their service offerings and streamline the onboarding process for their clients. This innovative system handles all the heavy lifting, allowing your team to focus on delivering exceptional service. By alleviating administrative tasks, your staff can dedicate their time to expanding your customer base. Many of our clients have experienced a remarkable 35% boost in sales as a direct result of using our platform. Embrace a smarter work approach that significantly cuts labor costs and minimizes overall business expenses. FastDox not only slashes postage costs by an impressive 95% but also fosters customer loyalty, ensuring that clients return for future business. With these advantages, your organization can thrive in a competitive market.

Media

Media

Integrations Supported

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

Integrations Supported

WWS Open API

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?

Pricing Information

£40 per user

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

File Request Pro

Date Founded

2019

Company Location

United States

Company Website

filerequestpro.com

Company Facts

Organization Name

FastDox

Date Founded

2018

Company Location

United Kingdom

Company Website

fastdox.co.uk

Categories and Features

Document Collection

Not specified

Portal

Not specified

Categories and Features

AML

Case Management
Compliance Reporting
Identity Verification
Transaction Monitoring

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Task Management
Territory Management

Customer Onboarding

Not specified

Digital Signature

Audit Trail
Authentication
Auto Reminders
Document Analytics
Mobile Signature
Progress Tracking
Task Progress Tracking

Document Collection

Not specified

Identity Verification

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Scoring
Lead Segmentation
Pipeline Management

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