FILEINVITE FOR SBA LENDERS

Process SBA loans up to 6x faster with FileInvite

Join dozens of CDCs and SBA lenders who trust FileInvite's leading document collection software to:

  • Standardize their digital onboarding experience
  • Improve the borrower and lender experience
  • Dramatically decrease loan document turnaround times

Michigan Certified Development Corporation     Benetrends Financial  Capital CDC  Utah CDC

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FileInvite for SBA Lenders
INCREASE EFFICIENCY

Shorten the timeline from Collections to Closing 

You and your team can use turnkey templates to send out checklists of documents required, depending on which program the potential borrower qualifies for.

When it comes to request and collecting information, you can:

  • Easily collect KYC requirements
  • Quickly and easily review and approve documents from within your admin portal
  • Monitor progress of applications to prioritize your most engaged borrowers
  • Share applications and documents with internal teams as needed
FileInvite shortens the time for SBA Lenders
Messaging for SBA Lenders and Government Guaranteed Loans
CENTRALIZE COMMUNICATIONS

Consolidate all questions & answers into one central & secure portal

Collecting sensitive data on your behalf is what we do; both you and your borrowers should feel comfortable knowing FileInvite goes above and beyond best practices:

When it comes to centralizing your client communications, you can:

  • See all questions and comments from within your secure admin portal
  • Respond to any questions and comments from within your admin portal
  • Notify your clients that you've responded via an SMS notification (but for security's sake, they will have to enter their portal to respond)
SIMPLIFY PROCESSES

Leverage our integrations and/or API to streamline your workflow 

Some of our best clients use FileInvite in place of some tools (BMI) and in addition to others (Ventures). Regardless of which other tools are key players in your workflow, FileInvite will complement them.

That's because FileInvite:

  • Natively integrates with Google Drive, OneDrive, Dropbox and Zapier 
  • Offers an enterprise-grade API that allows you to combine the power of FileInvite's solution with your exisiting workflow and/or interface
Integrations for SBA Lenders
Top of the line security for SBA Lenders
BOLSTER SECURITY

Prioritize data security with our encrypted document upload portal

Loan applicants can provide required documents directly into their secure portal, getting documents out of unsecured email inboxes.

When it comes to their secure portals:

  • You can password protect their portals
  • You can deliver a completely branded experience 
  • Your borrowers can access and add to their secure portal from any device, even signing documents straight from their phones
  • Lenders can securely access total financing package

FileInvite creates an exceptional experience for borrowers, government guaranteed lenders and banks

Editable Document Checklists

Save groupings of read-only documents, requests for information and fillable PDFs to send to re-use and re-send to clients on an ongoing basis.

Automated Reminders 

Set the date that you want all documents returned to you, and FileInvite will send out automated reminders over Email and SMS on your behalf.

Create Fillable Forms & E-Signatures

Transform existing documents and forms into fillable PDFs that your clients can complete and sign, whether they're on their computer or their phone.

Automatic PDF Conversions

No more having to convert returned files into a consistent format - FileInvite will automatically convert all returned legal documents into PDFs.

Automatic Compliance

FileInvite maintains a complete audit trail of document requests, submissions, and actions taken. This feature helps in tracking the progress of projects and ensures accountability within the team.

Automatic File Renaming

Based on the naming convention of your Invites, FileInvite will automatically and consistently rename all returned legal documents and files.

Process 7(a) and 504 loans faster with FileInvite

The faster the turnaround time, the better the experience - for all parties involved. Accelerate your government guaranteed loan process with FileInvite's secure document collection solution.