BizFile is a powerful tool that helps Finance and Mortgage Brokers interact with their clients. BizFile simplifies and streamlines data collection whilst helping with Industry Compliance. You will keep data safe with a few clicks and compliance reports will automatically be created for you. This is a brilliant tool that makes your job much easier. BizFile can be used from anywhere using your notebook, tablet or mobile phone.
With ONE CLICK you can:
- Check the progress of data collection
- Request information from your clients (fact find form etc)
- Add file notes 'on the go'
- Request, send and receive documents
- Backup all your data in one password protected folder
- Generate a compliance report
BizFile subscriptions also include access to additional useful tools such as BROKERFILE and CALENDAR
BROKERFILE is an online broker directory that will help clients find you easily by location or speciality. BrokerFile is a bonus service included in your BizFile subscription. This is a valuable marketing tool that will help you grow your business. You can manage your public directory listing from your BizFile control panel and update it at any time.
CALENDAR is another free tool included in your BizFile subscription. It will remind you of events like loan anniversaries and your clients birthdays. Calendar offers an easy way to stay in touch with your clients and look after your trailing commissions.
BizFile Pty Ltd is a company dedicated to providing simple but powerful tools that will help you grow your business and maintain your Industry Compliance. BizFile's flagship product has been developed for the Finance and Mortgage Broker Industry with the aim of making every broker’s job easier, faster and more reliable.
BizFile are currently offering ONE MONTH FREE access to any Finance and Mortgage Broker. To claim your free month and see other promotional offers, simply visit the BizFile website.