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...