Discover effective strategies to boost operational efficiency, reduce costs, and maintain exceptional member service in a competitive landscape.
Learn how community banks can expand their reach by targeting Millennials and Gen Z. Focus on digital solutions and personalized experiences for...
Discover the impact of automation and learn the balance between efficiency and personalized service for long-term success.
Discover innovative strategies to enhance your bank's efficiency ratio. Learn how to reduce costs and improve operational performance in a...
Find out how secure file sharing can transform financial institutions. Increase security, simplify processes, and safeguard sensitive information.
Uncover five effective strategies to transform your credit union's member experience. Boost satisfaction and retention to maintain your competitive...
Protect your financial institution from phishing with these five essential strategies to prevent breaches and secure sensitive data.
Uncover five key strategies to attract millennial members to your credit union. Adapt to their digital preferences and unlock new growth...
Explore whether building or buying a digital banking solution is the right choice for your financial institution.
Discover effective loan portfolio management strategies to minimize risks and maximize returns.
Learn how FileInvite speeds up loan document collection, streamlining requests, improving client experience, and strengthening security for faster...
Explore key insights into the Dodd-Frank Act Section 1071 and how to stay compliant while gaining a competitive edge.
Discover the crucial lessons banks can learn from the recent Bank of America phishing email scam. Enhance security and protect customer data...
Learn how implementing effective Customer Due Diligence (CDD) can protect banks from financial crime and enhance customer interactions.
Discover how you can enhance customer experience with secure upload portals. Streamline document sharing and improve security for a competitive edge.
Find the best loan management software for your credit union. Automate tasks, reduce onboarding time and stay competitive.
Discover the warning signs of mortgage fraud and how to safeguard yourself from potential financial losses.
Learn how AI-driven chatbots enhance customer experience and reduce costs for community banks and credit unions.
Discover how to provide personalized financial advice and innovative services to drive loyalty, advocacy, and financial success.
Discover how generative AI improves customer experience, cuts costs, and streamlines operations for community banks and credit unions.
Maximize operational efficiency to stay competitive in private lending. Embrace AI, digital platforms, and innovative business models for...
Uncover the power of AI and automation in private lending processes. Boost efficiency, accuracy, and borrower satisfaction for a seamless experience.
Learn effective strategies to navigate economic uncertainty and mitigate potential financial risks for stability.
Streamline loan origination with AI and machine learning, improving efficiency and reducing errors from inquiry to pre-qualification.
Explore the impact of AI in commercial loan origination - reducing human error, improving customer experience, and appealing to a broader customer...
Streamline your commercial origination process with automation to boost efficiency, analyze customer profiles effectively and maximize revenue growth.
Discover the standout features of the best credit union websites, including online banking, personalized content, great customer service, and more.
Improve efficiency and customer experience with a borrower-friendly portal. Get insights on cross-platform compatibility, easy loan information...
Get ahead in commercial lending with the right software tools. Learn about credit scoring software, loan management systems and more to stay...
Discover the power of loan automation in commercial lending. Streamline processes, reduce manual workload and enhance customer experience for success...
Discover the key risks facing credit unions, effective strategies to combat threats and the importance of consumer protection.
Discover effective strategies to get a loan with no money down for your startup or small business with limited financial resources.
Discover the ins and outs of commercial real estate loans. Learn about different lenders, loan types and how to secure funding for your business.
Secure the financing your business needs by streamlining the commercial loan application process and increasing approval odds with our step-by-step...
Discover how banks set commercial loan rates based on federal funds rate and risk analysis, and understand the factors influencing your borrowing...
Acquire the knowledge and skills to become a commercial loan broker and enter the highly profitable field of helping small businesses obtain funding.
Strengthen your business with commercial loans & vital financial resources that support long-term success and encourage economic growth in a...
Stay ahead in commercial lending by leveraging AI, personalized services, and data analytics to drive business growth and economic development.
Learn how the SBA 504 loan program can help your small business secure funding for long-term assets like real estate and equipment with the right...
Simplify the loan application process, reduce manual work and integrate real-time data for efficient risk assessments and faster access to capital...
Discover the process of applying for an SBA 504 loan, with details on eligibility and necessary paperwork. Expect an average application timeline of...
Avoid SBA guaranty denials by understanding the 10 most common reasons and implementing proper due diligence for your borrowers' loan applications.
Safeguard borrower information with ease by learning the ins and outs of SBA Form 1919 for 7(a) loans, ensuring a secure lending process.
Discover the advantages offered by an SBA 504 loan and obtain the essential funds that will drive your business growth in the year 2024.
Learn why the SBA's decision to forgo repayment on smaller PPP loans is causing outrage and debate.
Discover the benefits and limitations of SBA loan guarantees designed to assist small businesses.
Discover the advantages of SBA 504 loans, enabling small businesses to seize growth opportunities through shared capital partnerships.
Discover the transformative power of technology on customer experience and how it drives business success in today's digital era.
Maximize your business potential with government-backed loans: benefit from extended credit, reduced costs, increased borrowing capability and more.
Boost efficiency and streamline information exchange in distributed workforces with our secure file sharing best practices.
Unlock new opportunities and maximize your business potential with SBA loan funds - harness the power of SBA lending.
Boost your loan officer efficiency with these 6 powerful tools designed to streamline your workflow and optimize results.
Boost your business productivity by using a secure document portal that enhances your workflow and protects your clients' sensitive information.
Gain valuable insights into effectively managing the SBA process as a broker and ensure a seamless experience for your clients.
Learn how AML and KYC bolster financial security and work together as a robust defense against the exploitation of financial systems.
Discover four effective methods to grow your accounting practice and attract new clients for sustainable success.
Unlock the potential of your commercial loan brokerage with a website that incorporates the must-have features for success.
Effortlessly optimize your customer onboarding process by uncovering Fintech trends, benefits, and crucial factors for selecting the perfect...
Learn how you can comply with the Know Your Customer (KYC) requirements for a seamless and compliant lending process.
Discover the latest phishing attack trends in the banking & financial services sector and how to prevent costly data breaches for your organization.
Gain insights about AI technology in balancing work and personal life and some of the leading AI-driven tools in the industry.
Learn practical tips from Tiger Brokers, including regulations, key takeaways, and technology integration for seamless Customer Due Diligence.
Stay ahead by gaining insights into Australia's evolving data privacy regulations and their specific impact on your industry.
Empower your business with top accounting software solutions to improve your business processes and financial performance.
Protect your clients' Personally identifiable information from unauthorized access, malicious cyberattacks, and other potential risks.
Government loan application processes are often long and complex, creating frustration for borrowers. Here are four ways to enhance the experience...
Gain insights into the various approaches your organization can adopt to minimize risks and strengthen its email security measures.
Learn how to deliver a seamless and efficient onboarding experience for your clients, while also safeguarding all personally identifiable information...
Accountants: Learn why and how to optimize your onboarding process and elevate the overall efficiency of your practice.
For organizations that persist in sharing PII over email, there are three information security protocols you should enforce to minimize risk and...
With digitized healthcare records having become the standard, robust security measures are vital to protect healthcare PII and PHI.
FileInvite is the first document collection software company to combine E-signatures and document collection in its just launched free plan; learn...
Actionable advice for security newbies and veterans alike on how to meet and exceed the data security requirements of the FTC Safeguards Rule.
Looking to incorporate AI into your role? If you're in the financial services vertical, you might want to start with your KYC process.
This blog post covers the legal status of e-signatures in financial services verticals within the U.S., U.K., and Australia, and how they can be used.
FileInvite and AP have created document collection solution 'DocCollect' to help increase university and student satisfaction and efficiency.
This blog post covers 4 ways organizations in regulated industries can streamline document collection without compromising information security...
Microsoft Outlook offers some encryption options to increase security, but even sending emails this way is not always compliant under the FTC...
Customers in the banking space want user-friendly and intuitive onboarding experiences, yet this isn't often what they get. Here are some best...
FileInvite brings world-class data privacy and security protection to collection of sensitive personally identifiable information (PII) and protected...
The California Privacy Rights Act (CPRA) recently went into effect. U.S. businesses should familiarize themselves with the restrictions around data...
Use technology to streamline rote manual tasks in your CDD and KYC processes by gathering and analyzing customer information efficiently.
FileInvite recently conducted a survey of business leaders and found that great customer onboarding experiences share 4 common characteristics. Learn...
Learn what a customer onboarding process is and how to measure the efficacy of your organization's customer onboarding experience.
As more financial institutions look at the “perpetual KYC” concept, they must also understand what the 'know your customer (KYC)' process truly means.
FileInvite, a document collection software, was recognized for its rapid growth in the US at the AmCham – DHL Express Success & Innovation Awards...
Learn how to enable different security features in Gmail to satisfy FTC compliance standards when sending sensitive information via email.
While remote arrangements track well with increased productivity, they introduce information security risks that organizations still struggle to...
While organizational needs will vary by use case, there are four non-negotiable features any reputable document collection software must offer.
Handle customer PII? An FTC-mandated info security program may be in your firm’s future. Here’s a breakdown of which firms must comply and who is...
New automation technologies can be used to create expanded opportunities for personalized connections that actually improve the customer experience.
The FTC's updated Safeguard Rule's requirements around encryption, authentication, and customer data disposal expose email’s security shortcomings.
Businesses that collect and handle personally identifiable information and other sensitive data must understand their obligations ahead of upcoming...
FileInvite’s secure document collection software will enhance your customer onboarding process, creating smooth, efficient workflows in a matter of...
Changes to the FTC's Safeguards Rule will go into effect on June 9, 2023, and will mandate several major changes for US-based financial institutions.
When considering new technology for your company’s client and employee onboarding process, it’s essential that the solution adds more pros than cons.
Creating an environment of trust promotes employee loyalty. Learn how you can leverage technology to achieve this, and improve your employee...
One of Aussie's recent data breaches highlights hidden vulnerabilities in the technology we use everyday. Protect your business with these actionable...
Replacing hard copy requests and email exchanges with live forms introduces significant benefits to document collection and management processes.
Compared to traditional document collection methods such as hard copy delivery and email, document portals deliver security, efficiency & unified...
E-Signatures are only going to become more popular. Ensure you understand how to securely send, and sign forms that require them.
Whether you’re onboarding new clients, or planning to file your own taxes, here are 4 ways to reduce the risks of sharing your PII and PIFI online.
Here are four ways commercial and SBA lenders can give clients a standout customer experience, creating satisfaction and loyal relationships in the...
Using unencrypted email to collect client files opens your business to many risks. FileInvite is a secure alternative to email for document...
Fortiro automates fraud detection processes, cutting processing times while enhancing overall information security. Learn more.
Learn what information security risks are tied to five popular channels used for sending files across distributed workforces.
Learn how to automate the client onboarding process at your accounting firm, the benefits of doing so, and different software you can use.
Organizations looking to improve employee and customer experience should consider implementing a paperless onboarding system. Here are the pros and...
With CDD requirements becoming more complex, financial institutions must understand the different kinds of CDD processes. Here are 5 types of CDD...
The adoption of digital signatures has benefits beyond accommodating remote work trends. Here are five of the most popular tools for signing forms...
Not as efficient as you'd like? Here's a list of six tools brokers should consider to accelerate processes, as well as details on how to set up a...
Financial organizations must reckon with how they should leverage digital transformation technologies to keep pace with customer experience...
Client document portals can significantly reduce time, improving not only workflow efficiencies but also customer and employee experience. Learn more.
FileInvite has just been named as a FrontRunner in the file sharing software category by Software Advice.
Australian FinTech Fortiro has joined forces with document collection pioneer FileInvite to provide real-time document verification and fraud...
From May 2020 to April 2021, global cybercrime spiked by 600%. How can distributed workforces and workers protect themselves from common security...
Learn about the elements of Know Your Customer (KYC) checklist form, the importance of a KYC analyst and how to process online digital KYC with...
Document collection tools can do more than just collect documents and data - commercial lenders can use them to actually improve their loan...
Distributed workers can work smarter by using paperless onboarding systems and other workflow automation tools that improve efficiencies across...
When it comes time to taking advantage of the tools and tech afforded by digital transformation, commercial lenders encounter a number of challenges.
Wet signatures have historically been the standard signature type, however digital and e-signatures have become more common. Which should you be...
For organizations who collect personally identifiable information, effectively preventing data breaches will require an understanding of how they...
Many commercial lenders are having to adapt digital transformation and automation strategies to keep up with the ever-changing landscape. Here's how.
Financial institutions must understand personally identifiable financial information in order to prevent disclosing it. Here are some of the common...
To mitigate the risk of exposing customers' personally identifiable information to unauthorized users, companies may wish to formulate PII policies.
As a commercial lender, efficient document collection can be tricky. But it doesn't have to be with FileInvite’s secure, time-saving solution.
SBA loan approval process friction points can come in many forms, such as inefficiency, a lack of clarity or poor communication. Learn how to remove...
Commercial lenders must rely heavily on KPIs in order to best understand their loan origination systems and practices. Here are 3 of the most...
FileInvite has raised $10 million in Series A investment to fast-forward the extinction of email for requesting and collecting documents online.
Digital transformation is the way of the future, and credit unions must embrace automated document collection to improve member experience. Learn...
Banks collect many types of data from their clients. A data or document collection platform will streamline their operations and reduce...
Learn what Soc 2 Type 2 compliance means, and how your organization can become Soc 2 Type 2 compliant.
Learn what to look for, and how to integrate your existing financial systems with a document automation platform.
Choosing a secure document portal can be tough. Here are some options (and their costs) to consider when deciding between client portals.
Learn about the benefits of automated document collection, and how it could improve your organization’s efficiency.
If your company generates large amounts of data, it could benefit from a document collection tool with an open API. Here's why.
Here are 5 ways you can use automated and secure client portals to improve the customer experience within commercial lending.
An online automated document collection solution is essential to easily storing and exchanging information between organizations. Learn more.
You already know that FileInvite can save you hours in document management with its automated document collection capabilities, client portal, and...
Online client portals are becoming the new standard for collecting documents, improving productivity and eliminating potential security risks...
Globally, businesses of all sizes are requiring proof of vaccination while complying with the different privacy legislation requirements by region...
Email as we know it today has been around for 50 years. And while it has evolved in that time, it is essentially still the same thing using the same...
New Zealand Home Loans (NZHL) has established a strategic partnership with document and data collection innovators FileInvite in an effort to...
Not all customer portals are created equal. Therefore, it's crucial to know which key features of customer portal software work best for your...
FileInvite, experts in automated document collection, asks, "Is tech making productivity better or worse?" and explores considerations for new...
How to build a business case for an automated document and data collection solution in your organization. Manage document workflows better with...
How Aprio Cloud, an outsourced accounting firm, automated accounting, and financial documents requests. Alex also shares her tips for better business...
FileInvite partners with the American Association of Commercial Financial Brokers (AACFB) to help members streamline document-intensive loan...
Workflow and Content Automation (WCA) is a critical enabling factor for business growth.” said Jim Lundy, CEO and lead analyst at Aragon Research.
FileInvite Establishes US Headquarters in Colorado to Support Rapid Growth. New Zealand SaaS Startup Plans to Bring Over 140 Jobs to the State
Studies show borrowers value convenience over everything else. They care about this more than meeting face-to-face, and even more than interest rates.
While most credit unions experienced growth in 2020, differentiating member experience and remote services remain strategic priorities for further...
FileInvite meets global standard of security and privacy - SOC2 Type II.
The integration connects FileInvite to Pipedrive, improving customer experience by streamlining the complex exchange of documents in the lending...
The top 4 key levers to increase sales velocity for business, commercial and mortgage lending. The most important? Decrease loan processing times.
The FBI report cybercrime appears to have jumped by over 300 percent since the beginning of the coronavirus pandemic. The vulnerability starts with...
The addition of Loan Market and Aussie means that the documentation for one in three brokered loans in Australasia now goes through FileInvite each...
Performance Insights, a leading sales software and consultancy firm to the Financial Services sector joins the FileInvite partner network as US sales...
A great proposal is half the battle. If you're looking for ways to up your chances of landing that deal, follow these steps.
FileInvite. Finalist for the NZ Hi-Tech Awards: Hi-Tech Start-Up Company of the Year!
With Best Interest Duty (BID) a core focus in Australia, thousands of mortgage brokers are joining industry leaders on FileInvite.
Grab our top tips for scheduling and conducting your first virtual meeting with a client.
Mortgage Broker and Adviser Hamish Patel of MortgagesOnline.co.nz shares his business tips for Loan and Mortgage professionals.
Usage data from FileInvite users in 2018 shows a marked increase in the complexity and quantity of supporting documents needed to secure a loan.
Add digital or e-signatures to your forms, documents, contracts and disclosure documents. Save hours in printing signing, scanning or mailing...
Document management software can help your mortgage business get documents from clients on time in the right format.
Using a client or document portal is the best way to move towards paperless onboarding. Here's our take on how to best digitize your onboarding.
HR contract management and employee onboarding doesn't need to be complicated, automated systems are here to make these processes much more efficient.
Any “serious” mortgage broker's website should do a number of things. Here's what your new website should include, and then how to bring traffic to...
Irregardless of where the commissions debate ends for mortgage brokers - there will still be a strong emphasis on providing exceptional customer...
Keen to streamline your document collection but not sure where to start? FileInvite could be for you. Check out our webinar to help get you up and...
How do you receive large files from clients? Here's our 5 step guide to receive large files. Using FileInvite can really help streamline the process.
We compare features across both document collection tools, so you know document automation system is a better fit for your organization.
There is a growing need for aggregators in the mortgage broker business. This blog focuses on the services they provide and how they can help you...
You moved to an online file storage system. But now, constant news of hackers stealing data from major corporations is making you nervous... We can...
Here are our 7 steps on how to automate monthly management reports and create optimum workflow. Schedule once and your team get auto reminders each...
Clinton Waters of Axton Finance talked to us about technology and tools for Mortgage Brokers. Grab his top tips on automating your systems and...
Mundane admin tasks got you down? Automated document collection is a quick and easy way to improve efficiency around the office! Check out the 7 key...
Want the best lead generation options for mortgage brokers in 2019 and beyond? Marius du Preez founder and CEO of Swell Marketing, spills the beans...
Sarah talks about systems, software, apps and tools for getting mortgage documents from clients. Sarah has used FileInvite grow her business...
David discusses managing and collecting client documents. Hear how he uses FileInvite to increase volume and efficiencies as Mortgage Broker Of The...
A great alternative to Dropbox File Requests is FileInvite. Automate your document collection from clients and customers, by sending a FileInvite.
Hey Mortgage Professionals. Here is our preliminary checklist for high performing mortgage professionals to make the most of leads.