Stop chasing your customers for documents

FileInvite's secure document collection software automates document collection workflows so you can unlock revenue faster.

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Accelerate your time to funding and recognize revenue faster

community-bank-lenders

Community Banks

Accelerate time to funding by eliminating bottlenecks and streamlining document management workflows across your processes.

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Credit Union1

Credit Unions

Improve pull through rate and enhance member satisfaction with more efficient and transparent loan application and processing workflows.

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HARD MONEY LENDERS

Hard Money Lenders

Accelerate average cycle time and reduce abandoned loan applications by improving your document collection processes across your customer life cycle. 

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Thousands of companies worldwide trust FileInvite for their document collection needs

   

EXPLORE ALL CUSTOMER STORIES

How can FileInvite support your business?

6x faster

BayFirst used FIleInvite to generate income from loans 6x faster (processing 12 months' of loans revenue in just 2 months' time).

+ 10.5 hrs

FileInvite saves you 10.5 hours each week per user, giving your staff more time back each week so you can close more deals.

5x simpler

5x fewer steps are required compared to requesting information via email, simplifying and improving your customer experience.

SOC2 Type2

FileInvite is SOC 2 Type 2 certified, securely hosted on AWS and GDPR  compliant, reducing risk around PII handling.

Driving profitability within your business, while improving your customers' lives

ACCELERATE

Get critical documents back faster

FileInvite automates your document collection processes, eliminating major bottlenecks from critical workflows, resulting in:

  • Improved operational efficiencies: Do more, without increasing headcount
  • Faster document turnaround times, which leads to accelerated time to completion
  • A better, faster and more consistent customer experience
COLLABORATE

Improve customer and staff experience

Whether you're looking to accelerate your customer onboarding processes, or automate your SBA lending team's workflows, FileInvite's collaborative solution:

  • Bolsters customer confidence around how their secure information is handled
  • Increases visibility around the status of returned and still outstanding information
  • Introduces standardization and transparency around throughout long and complex processes
INTEGRATE

Strengthen and scale existing workflows

FileInvite is not an end-to-end system, however FileInvite's native integrations and API allow the solution to integrate seamlessly into your most impactful software and processes:

  • Serving as a replacement to email or a complement to an advanced tech stack
  • Extending efficiencies across departments and processes
  • Growing and evolving alongside your business needs
EBOOK

Secure Document Collection: 3 Ways to Protect Your Clients' Personally Identifiable Information

Download the eBook to learn: 

  • Which types of information are considered personally identifiable
  • The value of the personally identifiable information (PII) you collect
  • How to leverage technology to protect your customers’ private information 
GET THE EBOOK
3 WAYS TO PROTECT YOUR CLIENTS PII (2)-1

Explore FileInvite's Resources

 

What could your organization accomplish with FileInvite?

Whether you're looking to accelerate time to funding, find time to process more applications, or simply provide a better customer experience than your competitors, FileInvite can help. 

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