The Mortgage Add-On - As an add-on to your FileInvite plan, the Mortgage Add-On provides some handy tools that will make collecting financial records a breeze, and it even makes getting referrals from your clients that much easier too!

🎞See a quick run through here: https://www.fileinvite.com/hubfs/Mortgage%20Add-On%20Demo.mp4

  • Client Referral Engine - Whenever you close an Invite your client will be notified to submit a review and referral, helping you with Generating new Leads

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