FileInvite Blog

FileInvite Blog - Leaders in Workflow and Content Automation
Banking & Finance

What Are the 5 Types of Customer Due Diligence?

With CDD requirements becoming more complex, financial institutions must understand the different kinds of CDD processes. Here are 5 types of CDD...

Digital Signatures

5 Popular Ways to Sign Forms Online

The adoption of digital signatures has benefits beyond accommodating remote work trends. Here are five of the most popular tools for signing forms...

Client Portal

6 Common Benefits of Document Portal Solutions

Client document portals can significantly reduce time, improving not only workflow efficiencies but also customer and employee experience. Learn more.

Privacy & Security

KYC Checklist: What Are the Elements?

What are the elements of a KYC Checklist Form? How can you implement a form + supporting document system? We have a FileInvite template.

Privacy & Security

What is SOC 2 Type 2 Compliance?

Learn what Soc 2 Type 2 compliance means, and how your organization can become Soc 2 Type 2 compliant.

FileInvite Update

Product Update: Now Easier to Send Invites

You already know that FileInvite can save you hours in document management with its automated document collection capabilities, client portal, and...

Productivity & Efficiency

Is Tech Making Productivity Better or Worse?

FileInvite, experts in automated document collection, asks, "Is tech making productivity better or worse?" and explores considerations for new...

Sales Enablement

4 Key Levers For Lenders To Increase Sales Velocity

The top 4 key levers to increase sales velocity for business, commercial and mortgage lending. The most important? Decrease loan processing times.

Digital Signatures

Can You Add an e-Signature to That Document?

Add digital or e-signatures to your forms, documents, contracts and disclosure documents. Save hours in printing signing, scanning or mailing...

Data & Document Collection

How To Get Going With FileInvite

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...

Mortgage Lending

Marketing Your Mortgage Broker Business

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...

Data & Document Collection

4 Tips to Protect Your Online Documents

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...

Data & Document Collection

How to Automate Monthly Management Reports

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...

Lead Generation

Lead Generation for Mortgage Brokers in 2019

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...

Data & Document Collection

A Dropbox File Requests alternative - FileInvite?

A great alternative to Dropbox File Requests is FileInvite. Automate your document collection from clients and customers, by sending a FileInvite.

Gather all the documents, signatures, and data you require up to 80% faster.

Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FileInvite handles the most time-consuming work for you.

Get started in as little as 5 minutes.

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