FILEINVITE FOR COMMUNITY BANKS

Accelerate your time to funding with FileInvite's community banking software

You match borrowers with the loans they need; FileInvite helps you close loans up to 6x faster.

Community banks like you use FileInvite to automate loan document collection, while also improving customer experience and reducing cybersecurity threats. Not only does FileInvite help you boost profitability, but also offers  you a valuable competitive edge.

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Book loans up to 6x faster with FileInvite
  • BayFirst-Financial-Logo
  • Bank of the james
  • Bank-Independent-Logo
  • american bank
  • Union-Bank-Logo
  • onewest bank
FUND LOANS FASTER

Accelerate your loan origination process

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 to boost revenue
Transform customer experience and foster trust
PROVIDE A STANDOUT CUSTOMER EXPERIENCE

Foster trust, confidence & customer engagement

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

FileInvite lets you:

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

Empower your workforce and improve collaboration

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 your workforce and improve workflows
Strengthen your data security
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 community bank’s lending practice and stay ahead with the latest industry trends.

3 Ways Chatbots Deliver a Positive Customer Experience

3 Ways Chatbots Deliver a Positive Customer Experience for Banking Customers

Learn how AI-driven chatbots enhance customer experience and reduce costs for community banks.

LEARN MORE
Top Risk Management Strategies for Commercial Lenders

Top Risk Management Strategies for Community Banks

Learn effective strategies to navigate economic uncertainty and mitigate potential financial risks for stability.

LEARN MORE
Enhancing customer experience with AI - a guide for borrower-focused lenders

Enhancing Customer Experience with AI: A Guide for Banks

Discover how generative AI improves customer experience, cuts costs, and streamlines operations for community banks.

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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