Securely process more loans in less time.

FileInvite for Lending exists to improve the lives of our customers, and their customers, one loan application at a time.

Eliminating the frustration of chasing borrowers for documents, increasing transparency and accountability across the loan lifecycle, and reducing risks associated with commercial lending processes.

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FileInvite's lending software allows customers to securely process more loans in less time
  • BayFirst-Financial-Logo
  • Bank of the james
  • commonwealth credit union
  • american bank
  • alabama teachers credit union
  • Union-Bank-Logo
  • onewest bank
ACCELERATE

Streamline your loan origination workflows

FileInvite accelerates your loan origination workflows by automating the collection of required loan documents, saving your staff time, eliminating bottlenecks and accelerating time to close.

Streamline your loan origination workflows
Drive internal accountability
COLLABORATE

Improve internal visibility while boosting customer experience

Whether your loan officers work on simple commercial loans or complex SBA 7(a) loans, FileInvite's lending software drives visibility and transparency through the entire workflow.

INTEGRATE

Scale and supercharge your existing systems

FileInvite's native integrations as well as private API integrations allow you to extend the value of your existing systems, and optimize your existing workflows.

Scale and supercharge your systems

Our borrowers love FileInvite. The portal is very user-friendly… The fact that it’s color coded and borrowers can go in and see exactly what’s still needed… it’s a very efficient system!”

Capital CDC

We processed as many loans in a two-month period as we might have processed in an entire year using our old, manual methods…with no additional headcount!”

Credit Bench

Team members used to spend 2+ hours following up on loan applications… Now they spend only 20 minutes, which frees them up to work on additional loans, projects and deals.”

Private SBA Lender

Discover the features that set FileInvite for Lending apart

Easily request loan docs

Securely collect loan documents from existing customers and new prospects

Secure customer portal

Return loan documents and complete fillable forms

One-click doc approval

Easily Approve and Request Revisions across all submitted documents

Set-and-forget follow up

Stop chasing your customers for documents; auto chasing follows up with email and SMS

Responsive E-Signature

Convert paper docs to digital forms your customers can complete on any device

Dynamic file renaming

Customize and automatically rename returned documents

AI Live form creation

AI rapidly converts PDFs into digitally fillable forms

Auto PDF management

Automatically convert and collate returned and approved files

Auto redaction

Automatically ensure that customer PII is redacted and protected

Process Loans up to 6x Faster with FileInvite's lending software

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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