FILEINVITE FOR CREDIT UNIONS

Book loans up to 6x faster with FileInvite

You match your members with the funding they need; FileInvite helps you do this faster.

Credit unions rely on FileInvite’s secure document portal to collect documents faster, while improving the member experience and reducing regulatory risk. Not only does boost profitability, but it also allows you to deliver the exceptional member experience you’re known for.

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Book loans up to 6x faster with FileInvite
  • Park Community Credit Union
  • members 1st
  • commonwealth credit union
  • teachers credit union
  • american bank
FUND LOANS FASTER

Accelerate your loan application workflows

FileInvite accelerates your loan origination workflows by automating the collection of required loan documents, which saves your staff time, eliminates bottlenecks, and accelerates time to revenue.

Explore the benefits of FileInite:

  • Effortlessly gather KYC and required loan documents
  • Simplified document management workflows for you and your customers
  • Time savings features drive faster funding
Collect critical information faster
Build member confidence through transparency and collaboration
PROVIDE A STANDOUT MEMBER EXPERIENCE

Build member confidence through transparency and collaboration

Deliver a seamless and member-focused experience at every step of the lending journey. 

FileInvite lets you:

  • Boost members confidence with our secure & user-friendly portal
  • Create a consistent, branded experience for your members
  • Safely request and share files with customizable permissions
IMPROVE EMPLOYEE ENGAGEMENT

Empower & foster collaboration within your workforce

FileInvite streamlines commercial and consumer loan workflows, allowing banks to foster an environment of accountability for their staff.

FileInvite helps you to:

  • Eliminate time spent on menial and repeatable tasks
  • Empower employees with easy access to necessary information
  • Increase productivity by automating routine tasks
Empower & engage your workforce
Strengthen your data security with compliant technology
STRENGTHEN DATA SECURITY PRACTICES

Reduce both regulatory & cybersecurity risks

FileInvite allows you to collect, process and store customer PII with confidence. FileInvite ensures all customer PII is encrypted and protected at all times:

FileInvite meets best-in-class security practices:

  • SOC 2 Type 2 compliant
  • Ensures all PII is collected, processed and stored within the US
  • Offers customizable permissions & access controls across all parts of loan life cycles

Additional Resources

Learn more about how you can enhance your credit union’s lending practice and stay ahead with the latest industry trends.

5 Ways to Boost Member Engagement for Credit Unions

5 Ways to Boost Member Engagement for Credit Unions

Discover how to provide personalized financial advice and innovative services to drive loyalty, advocacy, and financial success.

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3 Ways Chatbots Deliver a Positive Customer Experience2

3 Ways Chatbots Can Deliver a Positive Member Experience

Learn how AI-driven chatbots enhance customer experience and reduce costs for credit unions.

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What Do the Best Credit Union Websites Have in Common?

What Do the Best Credit Union Websites Have in Common?

Discover the standout features of the best credit union websites, including online banking, personalized content, great customer service, and more.

LEARN MORE

Process Loans up to 6x Faster with FileInvite

Elevate your lending operations, simplify processes, and create a more efficient, connected, and productive lending practice. Let FileInvite be your trusted ally in your business growth journey.

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