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

from Mortgage Tech Talks · host Tom Hall

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. Check if your email has been hacked here: www.haveibeenpwned.com *** WATCH ▶️ Watch this episode on Youtube *** CONNECT ▶️ Connect on YouTube (Tom) 📸 Connect on Instagram (Tom) 📇 Connect on LinkedIn (Tom) *** SAY THANKS 🙏 Leave a review on Apple Podcasts 🟢 Leave a rating on Spotify ***

Episode metadata supplied by the publisher feed · Published Mar 1, 2024

Embed this episode

Attribution link and audio player

Ready to play

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

0:00 25:14

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Mortgage Tech Talks?

This episode is 25 minutes long.

When was this Mortgage Tech Talks episode published?

This episode was published on March 1, 2024.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Mortgage Tech Talks episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!