FileInvite drives growth by increasing efficiencies and improving end-user experience. 

“Sometimes there is an opportunity to work smarter rather than harder. FileInvite has delivered massive efficiency gains for us. It’s been a huge time saving that we never would have been able to achieve without it."

"We really had to find something to keep up with the pace of sales, a way to scale, other than continue to hire people that cost a tremendous amount for us to have on staff."

"FileInvite has been a vital tool empowering our clients to easily provide us with the documents and information we need. Our clients also love the simplicity and flexibility of FileInvite - and everyone always knows what information is outstanding."

"The amount of time that an employee is required to spend on a case has been reduced by more than eight times."

“FileInvite and Fortiro have made document collection and verification easy. We send our customers an invite requesting information, and the software does the rest. It automatically follows up, issues reminders, and sends all scanned documents to a single portal."

“Sending reminder emails, sifting through attachments, and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients.”

“Implementing FileInvite has allowed staff to focus on providing more meaningful advice to each client even as the number of clients has more than doubled.”

"FileInvite has made me much more productive. It keeps all the documents I need precisely where I need them and allows me to create my own templates. Increased productivity. Decreased frustration."

"I love the fact that you can receive larger documents all at once, as opposed to having to break them up by sending via email. There are no downsides that I could find and it does everything I need.