The simplest
most secure way to
get client information

Create a secure client portal for document collection, digital signatures and all your online forms in seconds.

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Who we do this for

MORTGAGE & FINANCE

Streamline your loan and mortgage document process.

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CUSTOM ENTERPRISE SOLUTIONS

Grow your bottom line with productivity, compliance and security.

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COMMERCIAL LOANS

Manage loan applications, compliance and supporting files.

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ACCOUNTING

Schedule document requests to your all clients and close month's end faster.

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LEGAL

Request all the case files you need to file a bankruptcy petition, in one go!

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AGENCIES

Request multiple client documents for a new project in a single invitation.

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HUMAN RESOURCES

Easily collect candidate information and background documents online.

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EDUCATION

Manage transcripts, applications and visas for all applicants in one spot.

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SEE ALL INDUSTRIES

What FileInvite
can do for you

GET MORE DONE
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35%

MORE PRODUCTIVE

Save 35% of your time
BE MORE SECURE
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5x

SAFER THAN EMAIL

Get complaint with document collection

 

FIVE STAR RATINGS

98%

HAPPIER CUSTOMERS

Get your customers raving about you

 

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No Credit Card Required. All Features Included. 

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Enterprise Grade
Document Collection

A new generation of document collection is here with intuitive, powerful features.
Need to collect digital signatures from multiple parties or monitor where a document is in the review process?
Would you find it useful to send automated reminders to chase documents so you can get feedback on time?

FileInvite does this and a whole lot more.

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256 bit
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Fully
featured API
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User provisioning and
team collaboration
ENTERPRISE GRADE SECURITY
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Success stories

quote
It's saving us a massive amount of time.
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David Windler

Mortgage Supply Co

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It starts things off on the right foot.
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Alexandra Jumper

Aprio Cloud

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Takes the pain out of the process for clients.
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Patrick O'Brien

Mortgage World

quote
Before FileInvite was like the dark ages.
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Sarah Bloxham

Let's Talk

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Our clients love the simplicity and flexibility.
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Michele Mansfield

Equity Vision

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You're in good company

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Resources

What is Automated Document Collection?

All you need to know about automated document collection tools, and what to look for to suit your specific needs.

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Mortgage Broker Business Plan 

The ultimate guide to growing your business: Planning, Aggregators, Security and Compliance, Technology, Document Collection and Marketing

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Customer Due Diligence

A break down the elements and associated acronyms around anti money laundering legislation and customer due diligence.

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Download our guide to client onboarding.

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Find out your cyber security score.

Take The Quiz →
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Get going with our on demand webinar.

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No Credit Card Required. All Features Included.