Workspace 365 vs. File Request Pro

• Centralized access: Enjoy streamlined access to all essential applications, documents, and information in one place. Effortlessly link legacy systems to the cloud to boost user productivity anytime and anywhere. With a diverse selection of tools like Citrix, ClientlessRDP, Azure Virtual Desktop, Fileserver, VMware, and Liquit, we provide both flexibility and efficiency while ensuring robust security measures are in place. • Enhanced communication: Take advantage of a multitude of features, including The Hub, integrations with SharePoint and Viva Engage, an Address Book Centre, and additional intranet capabilities. This extensive array of options not only reinforces employee connections but also fosters effective collaboration and sharing of information across the organization. • Optimized workflows: Improve your processes by offering a consolidated view for approvals and updates. Make use of the Smart Global Search for quick and efficient querying, and use Open APIs to effortlessly integrate all your applications into a cohesive interface, thereby boosting productivity and connectivity. Our integrations with platforms like TOPdesk, OpenIMS, and Egnyte are designed to simplify the flow of information, ultimately increasing employee efficiency and satisfaction. Furthermore, these enhancements lead to a more dynamic workplace that adapts to changing needs.

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.