Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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.
Integrations Supported
Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Squarespace
Weebly
Wix
WordPress
Zapier
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Pricing Information
$49 per month
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Company Facts
Organization Name
Qualia Labs
Date Founded
2015
Company Location
United States
Company Website
www.qualia.com
Company Facts
Organization Name
File Request Pro
Date Founded
2019
Company Location
United States
Company Website
filerequestpro.com
Categories and Features
Document Collection
Not specified
Mortgage and Loans
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Document Management
Refinance Management
Real Estate
Not specified
Categories and Features
Document Collection
Not specified
Portal
Not specified