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.