myViewUniTrust
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Related Products
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About
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.
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About
UniTrust has developed the unique myView platform. By using myView you are able to save a lot of time in both your mortgage administration and the development of your mortgage advice. In short: less administration and more time for your customer.
Within the myView platform, with myView MidOffice the entire administrative process from mortgage application to passing through at the notary can be handled. This includes a comprehensive overview of your file, digital file creation regarding the required documents, online status information and communication (whether or not via HDN) with all parties involved - customers, companies, financial advisers, service provider and civil-law notaries. Related products that belong to the mortgage process can also be fully administered and monitored in the mortgage file. Think of risk insurance, bank guarantees and valuations. In short: with myView Midoffice you have a clear mortgage file and all timelines within your file are automatically monitored
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations that need a document collection platform
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Audience
Dutch financial advisory companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$49 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFile Request Pro
Founded: 2019
United States
filerequestpro.com
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Company InformationUniTrust
Founded: 2005
Netherlands
unitrust.nl/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Financial Services Features
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
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Integrations
Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Squarespace
Weebly
Wix
WordPress
Zapier
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Integrations
Dropbox
Google Drive
Microsoft OneDrive
Microsoft SharePoint
Squarespace
Weebly
Wix
WordPress
Zapier
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