If your company generates large amounts of data, there are three reasons your organization needs a data collection service with an open API. Here's...
Here are 5 ways you can improve efficiencies and streamline the commercial lending process for a better client experience with an automated client...
When exchanging information between organisations, a B2B online document storage solution is essential. Here’s why B2C solutions and emails just...
You already know that FileInvite can save you hours in document management with its automated document collection capabilities, client portal, and...
Online client portals are becoming the new standard for collecting documents, improving productivity and eliminating potential security risks...
Globally, businesses of all sizes are requiring proof of vaccination while complying with the different privacy legislation requirements by region...
Email as we know it today has been around for 50 years. And while it has evolved in that time, it is essentially still the same thing using the same...
New Zealand Home Loans (NZHL) has established a strategic partnership with document and data collection innovators FileInvite in an effort to...
This client portal software guide will help you understand 'must have' features and choose the best customer portal solution for your needs.
FileInvite, experts in automated document collection, asks, "Is tech making productivity better or worse?" and explores considerations for new...
How to build a business case for an automated document and data collection solution in your organization. Manage document workflows better with...
How Aprio Cloud, an outsourced accounting firm, automated accounting, and financial documents requests. Alex also shares her tips for better business...
FileInvite partners with the American Association of Commercial Financial Brokers (AACFB) to help members streamline document-intensive loan...
Workflow and Content Automation (WCA) is a critical enabling factor for business growth.” said Jim Lundy, CEO and lead analyst at Aragon Research.
FileInvite Establishes US Headquarters in Colorado to Support Rapid Growth. New Zealand SaaS Startup Plans to Bring Over 140 Jobs to the State
Studies show borrowers value convenience over everything else. They care about this more than meeting face-to-face, and even more than interest...
While most credit unions experienced growth in 2020, differentiating member experience and remote services remain strategic priorities for further...
FileInvite meets global standard of security and privacy - SOC2 Type II.
The integration connects FileInvite to Pipedrive, improving customer experience by streamlining the complex exchange of documents in the lending...
The top 4 key levers to increase sales velocity for business, commercial and mortgage lending. The most important? Decrease loan processing times.
The FBI report cybercrime appears to have jumped by over 300 percent since the beginning of the coronavirus pandemic. The vulnerability starts with...
The addition of Loan Market and Aussie means that the documentation for one in three brokered loans in Australasia now goes through FileInvite each...
Performance Insights, a leading sales software and consultancy firm to the Financial Services sector joins the FileInvite partner network as US sales...
A great proposal is half the battle. If you're looking for ways to up your chances of landing that deal, follow these steps.
FileInvite. Finalist for the NZ Hi-Tech Awards: Hi-Tech Start-Up Company of the Year!
With Best Interest Duty (BID) a core focus in Australia, thousands of mortgage brokers are joining industry leaders on FileInvite.
Grab our top tips for scheduling and conducting your first virtual meeting with a client.
Mortgage Broker and Adviser Hamish Patel of MortgagesOnline.co.nz shares his business tips for Loan and Mortgage professionals.
Usage data from FileInvite users in 2018 shows a marked increase in the complexity and quantity of supporting documents needed to secure a loan.
What are the elements of a KYC Checklist Form? How can you implement a form + supporting document system? We have a FileInvite template 👍 .
Learn how to automate the accounting client on-boarding process and document collection of your accounting firm with Process Street and FileInvite.
Add digital or e-signatures to your forms, documents, contracts and disclosure documents. Save hours in printing signing, scanning or mailing...
Mortgage document management software can help you get documents from clients on time in the right format. Here are out tips for picking a great...
Using a client portal or document portal is the best way to move towards paperless onboarding. So many companies want to ditch paper when bringing a...
Looking to improve your conversion rates with lenders and increase mortgage referrals? Read Joel's advice on improving your business with technology.
HR contract management and employee onboarding doesn't need to be complicated, automated systems are here to make these processes much more efficient.
Any “serious” broker, should have a website that: describes services, displays testimonials and shares a simple way for them to be contacted. Here...
Irregardless of where the commissions debate ends for mortgage brokers - there will still be a strong emphasis on providing exceptional customer...
Keen to streamline your document collection but not sure where to start? FileInvite could be for you. Check out our webinar to help get you up and...
How do you receive large files from clients? Here's our 5 step guide to receive large files. Using FileInvite can really help streamline the process.
If you don't know how to market your mortgage broker business correctly, you could be doing more harm than good. In this blog, we outline what you...
Adobe Send & Track vs. FileInvite. Is it an alternative to Adobe Send & Track? We compare features and what takes digital signature collection and...
There is a growing need for aggregators in the mortgage broker business. The blog focuses on the services they provide and how an aggregator can help...
You moved to an online file storage system. But now, constant news of hackers stealing data from major corporations is making you nervous... We can...
The best set up for a client portal that collects mortgage documents includes: introduction, outline of the documents required, disclosure statement,...
FileInvite is a secure alternative to email for document collection and loan applications. Using unencrypted email to collect client files opens your...
Not as efficient as you could be? As a mortgage broker, you can use these six digital tools to help you get more done, faster, with less stress.
Here are our 7 steps on how to automate monthly management reports and create optimum workflow. Schedule once and your team get auto reminders each...
Clinton Waters of Axton Finance talked to us about technology and tools for Mortgage Brokers. Grab his top tips on automating your systems and...
Mundane admin tasks got you down? Automated document collection is a quick and easy way to improve efficiency around the office! Check out the 7 key...
Want the best lead generation options for mortgage brokers in 2019 and beyond? Marius du Preez founder and CEO of Swell Marketing, spills the beans...
Sarah talks about systems, software, apps and tools for getting mortgage documents from clients. Sarah has used FileInvite grow her business...
David discusses managing and collecting client documents. Hear how he uses FileInvite to increase volume and efficiencies as Mortgage Broker Of The...
A great alternative to Dropbox File Requests is FileInvite. Automate your document collection from clients and customers, by sending a FileInvite.
Hey Mortgage Professionals. Here is our preliminary checklist for high performing mortgage professionals to make the most of leads.