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
Accelerate your document collection process and unlock revenue faster.
FileInvite's secure document collection solution accelerates the entire lending process, improving internal and external visibility and collaboration, and improves the lending experience for all involved parties.
Summary: Use FileInvite to spend less time chasing information and more time delivering a borrower experience that keeps them coming back for future funding needs. Request and collect documents, forms and more in a secure, integrated portal, and get them back up to 80% faster.
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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