FileInvite Blog

Automated Document Collection

A Guide to B2B Online Document Storage

When exchanging information between organisations, a B2B online document storage solution is essential. Here’s why B2C solutions and emails just...


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...


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.

Loan Application Documents

Report: Increased Complexity in Loan Applications

Usage data from FileInvite users in 2018 shows a marked increase in the complexity and quantity of supporting documents needed to secure a loan.


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 👍 .

Online Contracts

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...

Document Collection

What is Mortgage Document Management Software?

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...

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, lead generation, onboarding

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...

Document Collection

Adobe Send & Track Alternative

Adobe Send & Track vs. FileInvite. Is it an alternative to Adobe Send & Track? We compare features and what takes digital signature collection and...

Document Collection

What to look for in a mortgage aggregator

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...

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...

Client Portal for Mortgage Documents

How to Set Up a Client Portal for Mortgage Documents?

The best set up for a client portal that collects mortgage documents includes: introduction, outline of the documents required, disclosure statement,...

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...

How do you make your work flow?

You subscribe to the FileInvite blog.

Stay up to date on the latest developments in workflow and content automation from the pioneers of automated document collection. We regularly interview automation and CX experts, gather client feedback, and share actionable insights and reports.