FileInvite brings world-class data privacy and security protection to collection of sensitive personally identifiable information (PII) and protected...
The California Privacy Rights Act (CPRA) recently went into effect. U.S. businesses should familiarize themselves with the restrictions around data...
Use technology to streamline rote manual tasks in your CDD and KYC processes by gathering and analyzing customer information efficiently.
FileInvite recently conducted a survey of business leaders and found that great customer onboarding experiences share 4 common characteristics. Learn...
Learn what a customer onboarding process is and how to measure the efficacy of your organization's customer onboarding experience.
As more financial institutions look at the “perpetual KYC” concept, they must also understand what the 'know your customer (KYC)' process truly means.
FileInvite, a document collection software, was recognized for its rapid growth in the US at the AmCham – DHL Express Success & Innovation Awards...
Learn how to enable different security features in Gmail to satisfy FTC compliance standards when sending sensitive information via email.
While remote arrangements track well with increased productivity, they introduce information security risks that organizations still struggle to...
While organizational needs will vary by use case, there are four non-negotiable features any reputable document collection software must offer.
Handle customer PII? An FTC-mandated info security program may be in your firm’s future. Here’s a breakdown of which firms must comply and who is...
New automation technologies can be used to create expanded opportunities for personalized connections that actually improve the customer experience.
The FTC's updated Safeguard Rule's requirements around encryption, authentication, and customer data disposal expose email’s security shortcomings.
Businesses that collect and handle personally identifiable information and other sensitive data must understand their obligations ahead of upcoming...
FileInvite’s secure document collection software will enhance your customer onboarding process, creating smooth, efficient workflows in a matter of...
Changes to the FTC's Safeguards Rule will go into effect on June 9, 2023, and will mandate several major changes for US-based financial institutions.
When considering new technology for your company’s client and employee onboarding process, it’s essential that the solution adds more pros than cons.
Creating an environment of trust promotes employee loyalty. Learn how you can leverage technology to achieve this, and improve your employee...
One of Aussie's recent data breaches highlights hidden vulnerabilities in the technology we use everyday. Protect your business with these actionable...
Replacing hard copy requests and email exchanges with live forms introduces significant benefits to document collection and management processes.
Compared to traditional document collection methods such as hard copy delivery and email, document portals deliver security, efficiency & unified...
E-Signatures are only going to become more popular. Ensure you understand how to securely send, and sign forms that require them.
Whether you’re onboarding new clients, or planning to file your own taxes, here are 4 ways to reduce the risks of sharing your PII and PIFI online.
Here are four ways commercial and SBA lenders can give clients a standout customer experience, creating satisfaction and loyal relationships in the...
Using unencrypted email to collect client files opens your business to many risks. FileInvite is a secure alternative to email for document...
Fortiro automates fraud detection processes, cutting processing times while enhancing overall information security. Learn more.
Learn what information security risks are tied to five popular channels used for sending files across distributed workforces.
Learn how to automate the client onboarding process at your accounting firm, the benefits of doing so, and different software you can use.
Organizations looking to improve employee and customer experience should consider implementing a paperless onboarding system. Here are the pros and...
With CDD requirements becoming more complex, financial institutions must understand the different kinds of CDD processes. Here are 5 types of CDD...
The adoption of digital signatures has benefits beyond accommodating remote work trends. Here are five of the most popular tools for signing forms...
Not as efficient as you'd like? Here's a list of six tools brokers should consider to accelerate processes, as well as details on how to set up a...
Financial organizations must reckon with how they should leverage digital transformation technologies to keep pace with customer experience...
Client document portals can significantly reduce time, improving not only workflow efficiencies but also customer and employee experience. Learn more.
FileInvite has just been named as a FrontRunner in the file sharing software category by Software Advice.
Australian FinTech Fortiro has joined forces with document collection pioneer FileInvite to provide real-time document verification and fraud...
From May 2020 to April 2021, global cybercrime spiked by 600%. How can distributed workforces and workers protect themselves from common security...
What are the elements of a Know Your Customer (KYC) Checklist Form? How can you implement a form + supporting document system? We have a FileInvite...
Document collection tools can do more than just collect documents and data - commercial lenders can use them to actually improve their loan...
Distributed workers can work smarter by using paperless onboarding systems and other workflow automation tools that improve efficiencies across...
When it comes time to taking advantage of the tools and tech afforded by digital transformation, commercial lenders encounter a number of challenges.
Wet signatures have historically been the standard signature type, however digital and e-signatures have become more common. Which should you be...
For organizations who collect personally identifiable information, effectively preventing data breaches will require an understanding of how they...
Many commercial lenders are having to adapt digital transformation and automation strategies to keep up with the ever-changing landscape. Here's how.
Financial institutions must understand personally identifiable financial information in order to prevent disclosing it. Here are some of the common...
To mitigate the risk of exposing customers' personally identifiable information to unauthorized users, companies may wish to formulate PII policies.
As a commercial lender, efficient document collection can be tricky. But it doesn't have to be with FileInvite’s secure, time-saving solution.
SBA loan approval process friction points can come in many forms, such as inefficiency, a lack of clarity or poor communication. Learn how to remove...
Commercial lenders must rely heavily on KPIs in order to best understand their loan origination systems and practices. Here are 3 of the most...
FileInvite has raised $10 million in Series A investment to fast-forward the extinction of email for requesting and collecting documents online.
Digital transformation is the way of the future, and credit unions must embrace automated document collection to improve member experience. Learn...
Banks collect many types of data from their clients. A data or document collection platform will streamline their operations and reduce...
Learn what Soc 2 Type 2 compliance means, and how your organization can become Soc 2 Type 2 compliant.
Learn what to look for, and how to integrate your existing financial systems with a document automation platform.
Choosing a secure document portal can be tough. Here are some options (and their costs) to consider when deciding between client portals.
Learn about the benefits of automated document collection, and how it could improve your organization’s efficiency.
If your company generates large amounts of data, it could benefit from a document collection tool with an open API. Here's why.
Here are 5 ways you can use automated and secure client portals to improve the customer experience within commercial lending.
An online automated document collection solution is essential to easily storing and exchanging information between organizations. Learn more.
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...
Not all customer portals are created equal. Therefore, it's crucial to know which key features of customer portal software work best for your...
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.
Add digital or e-signatures to your forms, documents, contracts and disclosure documents. Save hours in printing signing, scanning or mailing...
Document management software can help your mortgage business get documents from clients on time in the right format.
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...
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” mortgage broker's website should do a number of things. Here's what your new website should include, and then how to bring traffic to...
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.
We compare features across both document collection tools, so you know document automation system is a better fit for your organization.
There is a growing need for aggregators in the mortgage broker business. This blog focuses on the services they provide and how they can help you...
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...
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.