Privacy & Security
FileInvite Now SOC2 Type II Compliant
FileInvite meets global standard of security and privacy - SOC2 Type II.
FileInvite Blog
Press Release
FileInvite and Performance Insights Announce Integration with Pipedrive
The integration connects FileInvite to Pipedrive, improving customer experience by streamlining the complex exchange of documents in the lending...
Sales Enablement
4 Key Levers For Lenders To Increase Sales Velocity
The top 4 key levers to increase sales velocity for business, commercial and mortgage lending. The most important? Decrease loan processing times.
Data & Document Collection
FBI Reports Cybercrime Up 300 Percent Since Start of COVID-19
The FBI report cybercrime appears to have jumped by over 300 percent since the beginning of the coronavirus pandemic. The vulnerability starts with...
Press Release
One In Three Brokered Loans In Australasia Now Go Through FileInvite
The addition of Loan Market and Aussie means that the documentation for one in three brokered loans in Australasia now goes through FileInvite each...
FileInvite Update
Performance Insights to resell FileInvite to US financial services sector
Performance Insights, a leading sales software and consultancy firm to the Financial Services sector joins the FileInvite partner network as US sales...
Client & Customer Onboarding
Customer Onboarding: How To Simplify the Sign-Off Process
A great proposal is half the battle. If you're looking for ways to up your chances of landing that deal, follow these steps.
We're NZ Hi-Tech Awards Finalists
FileInvite. Finalist for the NZ Hi-Tech Awards: Hi-Tech Start-Up Company of the Year!
Mortgage Lending
1000s of Australian Brokers Join Best Interest Duty Focused Platform
With Best Interest Duty (BID) a core focus in Australia, thousands of mortgage brokers are joining industry leaders on FileInvite.
Scheduling And Running Your First Virtual Meeting
Grab our top tips for scheduling and conducting your first virtual meeting with a client.
Mortgage Lending
Hamish Shares His Tips for Success in Business
Mortgage Broker and Adviser Hamish Patel of MortgagesOnline.co.nz shares his business tips for Loan and Mortgage professionals.
Report: Increased Complexity in Loan Applications
Usage data from FileInvite users in 2018 shows a marked increase in the complexity and quantity of supporting documents needed to secure a loan.