Why do our customers choose FileInvite over email?
Unlike email (which is the leading cause of data breaches) FileInvite's document collection tool:
- Gets documents back 80% faster
- Provides a 4.7/5 star experience
- Offers bank-grade security
Stop chasing your clients for documents
Organizations worldwide use FileInvite's secure client portal technology to request over 300,000 pieces of information each month.
Summary: Use FileInvite to spend less time chasing information and more time wowing clients. Request and collect documents, forms and more in a secure, integrated portal, and get them back up to 80% faster. Once you set a due date and send your Invite (document request), your clients receive a link to their portal where they can provide the information you requested. After you approve the returned files, they can be automatically synced with your cloud storage solutions.
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30M+
Over 30 million files securely collected
37K+
Over 37K 5-star reviews from FileInvite users
10.5h
Average 10.5 hours saved per week per user
1M+
Over 1 million FileInvite Portals™ served worldwide
Finally - Document collection that's simple, fast and secure
Request and collect PII with confidence
Some of the world's leading enterprises trust FileInvite with their sensitive information.
That's because FileInvite is:
- SOC-2 Type 2 certified
- Securely hosted on AWS
- GDPR, HIPAA and FERPA compliant
Onboard new clients in record time
Request and collect all required onboarding documents on one single platform, accessible from any device:
Process applications up to 34% faster
FileInvite reduces document collection turnaround times, which allows you to:
- Shorten your overall sales cycle
- Improve sales velocity
- Increase processing efficiency
Explore our native integrations
FileInvite offers a number of out-of-the-box integrations (like Dropbox, Google Drive and OneDrive) that you can install in just a few clicks.
Build on our Enterprise API
Leverage FileInvite's enterprise-grade API, which allows our data and document collection system to feed directly into your CRM or LOS.
Thousands of companies trust FileInvite for their PII and document collection
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Banking & Financial Services
- Streamline your application and onboarding processes.
- Collect personally identifiable information, customer due diligence information and more in a SOC 2 compliant environment.
Mortgage Lending
- Accelerate your loan application and new client onboarding processes.
- Mortgage brokers and aggregators use FileInvite to get borrower documents back from clients faster than using email.
Accounting & Bookkeeping
- Gather client onboarding documents easily and securely.
- Request and collect client information, month-end checklists, and/or end of year tax information.
Legal Services
- Collect engagement letters and onboarding documents from within a single, branded portal.
- Request and approve legal documents, financial records, and completed application forms with ease.
Education
- Simplify and streamline the new student admissions process.
- Collect student information and high school transcripts with less back-and-forth.
Enterprise
- Reduce cross-platforming by integrating FileInvite's data and document collection system into your workflow, alongside your custom system, CRM or LOS.
- Improve efficiencies from within the interface your teams are used to.
Send your first Invite in under 5 minutes
With each 'Invite' you send, you can request as many different files, documents and/or digital signatures as you need. At FileInvite, we pride ourselves on not being an IT project, rather we're a ready-to-go solution.
Work smarter, not harder
FileInvite's features boost efficiencies, improve security and provide the best customer - and employee - experience.
PROBLEM
- Fundera's document collection process was based in email and spreadsheets
- Each loan application required 20-30 documents
- Needed a simple process for clients and visibility across their pipeline
SOLUTION
- Leveraged FileInvite for a seamless digital experience, getting rid of email attachments and printed forms
- Used templates to ensure the latest contracts, updated conditions, and regulatory requirements were covered
IMPACT
- Loan document turnaround times dropped by 64% - from 42 to 15 days
- FileInvite made the status of each loan application clear
- The FileInvite Portal™ gave clients visibility into outstanding requests
PROBLEM
- Collecting documents was painful for all parties
- Document upload processes required too much manual oversight to scale
SOLUTION
- Created custom templates
- Integrated FileInvite with their existing Box storage
- Scheduled and sent invites in bulk for month, quarter and year-end requests
IMPACT
- Custom templates and Box integration created a hands-off process
- Aprio Cloud now has time to focus on adding value for their clients
PROBLEM
- Mortgage Atlanta's team used email to collect documents, which was clunky and not user-friendly
- Required too much manual effort
- Wanted a solution that reduced time and frustration with collecting mortgage application documents
SOLUTION
- FileInvite was set up in just one day
- Automated and monitored all steps of their document collection process
- Leveraged automatic reminders
- E-signature capabilities boosted efficiencies and improved client experience
IMPACT
- FileInvite made Mortgage Atlanta 70% more efficient in collecting documents
- FileInvite acts as an accountability tool - allowing staff and clients to clearly see statuses
- The 3-person firm is able to compete with national companies because of FileInvite
Explore FileInvite's Resources