7(A) Funding is a specialist SBA loan packaging firm that helps community banks participate in SBA programs. A 10-person team handling complex, multi-document loan applications needed to scale without adding headcount. After implementing FileInvite, they reduced time spent collecting documents by 83% and cut loan closure time from 13 weeks to as few as four.

With high demand but limited staff, 7(A) Funding was constrained by manual, disconnected processes. Team members spent at least two hours per application chasing clients for documents across email and multiple spreadsheets. Data was siloed, creating double-handling and making it impossible to get a real-time view of any application's status. Profit margins were under pressure, and the firm needed a way to grow capacity without a proportional increase in staffing costs.

7(A) Funding deployed FileInvite and configured a custom-branded client portal with DocuSign integration to reflect their exact workflow. Automated follow-up reminders replaced manual chasing, freeing the team to focus on higher-value work. Real-time alerts — delivered to phones and smartwatches — kept staff informed the moment clients uploaded each document. By running credit approval and closing documentation collection in parallel, the team was able to compress the overall loan timeline significantly.