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Jumpcut (Mac) or Ditto Clipboard Manager (PC) – “clipboard buffering” applications that provide access to multiple snippets of recently copied text.SwiftScan – a fully functional document scanner that runs off your mobile or tablet device.
#Phraseexpress mobile sync with google drive pdf
PDF Sam (PC) – an honourable mention goes to PDF Sam, with quite a capable free edition.PDF Expert (Mac) – the fast, robust and beautiful PDF editor for Mac.Nitro PDF (PC) – a popular tool for editing PDF documents, redacting tax file numbers (TFNs) and more.
#Phraseexpress mobile sync with google drive full
Full featured, with a price tag to match.
Adobe Acrobat Pro – the original PDF manager. BrokerPad – a broker-specific fact find and document collection platform. 
Ezidox – collect documents from clients for sending to lenders or aggregators. Includes reminders and templates, all synced with cloud storage. FileInvite – for requesting documents from clients. Includes 2-Factor Authentication, TFN redaction, auto file renaming, Missing Information Request management and more. FinanceVault – a mortgage broker specific fact find and document collection tool that is included in the BrokerEngine suite. Box.com – cloud storage with high storage capacity per dollar. OneDrive – alternatively, if you’re embedded into the Microsoft ecosystem, OneDrive is a popular choice. Google Drive – if the Google ecosystem is your thing, Google Drive is an excellent cloud storage solution. Dropbox – the original cloud storage app that just works, with excellent cross-device syncing capabilities. 
Relie – a newer entrant to the bank statement retrieval and expense analysis space. CashDeck – another popular choice for helping clients provide you with their bank statements instantly, including statement and expense analysis. Bank Statements – a secure, easy way to retrieve bank statement data in seconds, solving a common pain point. 
Trello / Pipedrive / Asana – generic workflow management apps that are also used by some mortgage brokers to keep track of leads, sales pipelines and stages.īank Statement Retrieval & Expense Analysis. BrokerEngine – (OK, we’re biased but…) BrokerEngine is mortgage-broker specific workflow and automation software, designed to help high-volume brokers deliver a smooth and seamless customer experience at scale. (However, we haven’t included mortgage aggregator software in our analysis.) The following list of mortgage broker tools, software and apps has been curated by experienced brokers.įor this updated edition, we’ve gone deeper than ever before to highlight the most useful tools and apps used in the industry. Mortgage broker productivity is all about achieving more results in less time.
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