AUTHOR

FileInvite

FileInvite replaces email when requesting information from clients. Every business has a CRM but using email to collect the source data from clients is inefficient, insecure, and difficult for both professionals and their customers. FileInvite is a smart client data collection platform with headquarters in Denver, USA & Auckland, NZ.

Stories by FileInvite


Data & Document Collection

How To Get Going With FileInvite

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...

Data & Document Collection

4 Tips to Protect Your Online Documents

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...

Data & Document Collection

How to Automate Monthly Management Reports

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...

Lead Generation

Lead Generation for Mortgage Brokers in 2019

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...

Gather all the documents, signatures, and data you require up to 80% faster.

Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FileInvite handles the most time-consuming work for you.

Get started in as little as 5 minutes.

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