Accounting
Get Accounting Clients: 4 Proven Ways to Expand Your Practice
Discover four effective methods to grow your accounting practice and attract new clients for sustainable success.
FileInvite Blog
Mortgage Lending
The Power of Your Website: Must-Haves for Commercial Loan Brokers!
Unlock the potential of your commercial loan brokerage with a website that incorporates the must-have features for success.
Client & Customer Onboarding
How To Choose The Right Fintech For Customer Onboarding
Effortlessly optimize your customer onboarding process by uncovering Fintech trends, benefits, and crucial factors for selecting the perfect...
Privacy & Security
The Importance of Know Your Customer (KYC) Requirements in Commercial Lending
Learn how you can comply with the Know Your Customer (KYC) requirements for a seamless and compliant lending process.
Data & Document Collection
How to Stop Phishing Emails (Before They Happen)
Discover the latest phishing attack trends in the banking & financial services sector and how to prevent costly data breaches for your organization.
Accounting
AI & Accounting: How Generative AI Technology Can Lead to Better Work-Life Balance for Accountants
Gain insights about AI technology in balancing work and personal life and some of the leading AI-driven tools in the industry.
Banking & Finance
Customer Due Diligence: Let Tiger Brokers Be an Example for All of Us
Learn practical tips from Tiger Brokers, including regulations, key takeaways, and technology integration for seamless Customer Due Diligence.
Privacy & Security
Australia’s Upcoming Data Privacy Changes — Implications for Different Industries
Stay ahead by gaining insights into Australia's evolving data privacy regulations and their specific impact on your industry.
Accounting
Top Accounting Tools for Small & Medium Sized Businesses
Empower your business with top accounting software solutions to improve your business processes and financial performance.
Privacy & Security
Can Secure Document Collection Protect Personally Identifiable Information?
Protect your clients' Personally identifiable information from unauthorized access, malicious cyberattacks, and other potential risks.
Customer Experience
4 Ways to Improve Borrower Experience During the Government Loan Application Process
Government loan application processes are often long and complex, creating frustration for borrowers. Here are four ways to enhance the experience...
Data & Document Collection
How Secure Is Email, Really?
Gain insights into the various approaches your organization can adopt to minimize risks and strengthen its email security measures.
Client & Customer Onboarding
How to Balance Security with a Frictionless Client Onboarding Process
Learn how to deliver a seamless and efficient onboarding experience for your clients, while also safeguarding all personally identifiable information...
Client & Customer Onboarding
Accountants: Here’s How to Automate Your Client Onboarding Process
Accountants: Learn why and how to optimize your onboarding process and elevate the overall efficiency of your practice.
Privacy & Security
3 Steps You Must Take If You're Still Collecting Personally Identifiable Information (PII) Over Email
For organizations that persist in sharing PII over email, there are three information security protocols you should enforce to minimize risk and...
PII in Healthcare: How to Protect Sensitive Information
With digitized healthcare records having become the standard, robust security measures are vital to protect healthcare PII and PHI.
Press Release
FileInvite Launches Free Plan with Unbeatable Security and Ease of Use for Document Collection
FileInvite is the first document collection software company to combine E-signatures and document collection in its just launched free plan; learn...
Banking & Finance
FTC Safeguards Rule - 10 Steps to Create a Compliant Information Security Program
Actionable advice for security newbies and veterans alike on how to meet and exceed the data security requirements of the FTC Safeguards Rule.
Banking & Finance
5 Ways to Harness AI to Accelerate Your KYC Process
Looking to incorporate AI into your role? If you're in the financial services vertical, you might want to start with your KYC process.
Banking & Finance
How Can Banks & Lenders Take Advantage of E-Signature Technology?
This blog post covers the legal status of e-signatures in financial services verticals within the U.S., U.K., and Australia, and how they can be used.
Press Release
Academic Partnerships and FileInvite Offer Document Collection Solution 'DocCollect'
FileInvite and AP have created document collection solution 'DocCollect' to help increase university and student satisfaction and efficiency.
Data & Document Collection
4 Ways to Accelerate Your Document Collection Process
This blog post covers 4 ways organizations in regulated industries can streamline document collection without compromising information security...
Privacy & Security
How to Send Documents Securely via Email: Outlook Edition
Microsoft Outlook offers some encryption options to increase security, but even sending emails this way is not always compliant under the FTC...
Client & Customer Onboarding
7 Customer Onboarding Best Practices You Should Adopt This Year
Customers in the banking space want user-friendly and intuitive onboarding experiences, yet this isn't often what they get. Here are some best...
Press Release
FileInvite Announces HIPAA Compliance, Expanding Reach into U.S. Healthcare Market
FileInvite brings world-class data privacy and security protection to collection of sensitive personally identifiable information (PII) and protected...
Privacy & Security
California Consumer Privacy Act: 3 Implications of Proposition 24
The California Privacy Rights Act (CPRA) recently went into effect. U.S. businesses should familiarize themselves with the restrictions around data...
Privacy & Security
Customer Due Diligence for Banks: How Can Technology Accelerate This Process?
Use technology to streamline rote manual tasks in your CDD and KYC processes by gathering and analyzing customer information efficiently.
Client & Customer Onboarding
What Do All Great Customer Onboarding Processes Have in Common?
FileInvite recently conducted a survey of business leaders and found that great customer onboarding experiences share 4 common characteristics. Learn...
Client & Customer Onboarding
What Makes a Customer Onboarding Process Effective?
Learn what a customer onboarding process is and how to measure the efficacy of your organization's customer onboarding experience.
Banking & Finance
Understanding the Know Your Customer (KYC) Process
As more financial institutions look at the “perpetual KYC” concept, they must also understand what the 'know your customer (KYC)' process truly means.
Press Release
FileInvite Wins 2022 “High Growth Exporter of the Year to the USA” Award
FileInvite, a document collection software, was recognized for its rapid growth in the US at the AmCham – DHL Express Success & Innovation Awards...
Privacy & Security
How to Send Documents Securely via Email: Gmail Edition
Learn how to enable different security features in Gmail to satisfy FTC compliance standards when sending sensitive information via email.
Privacy & Security
3 Information Security Best Practices for Distributed Workforces
While remote arrangements track well with increased productivity, they introduce information security risks that organizations still struggle to...
Data & Document Collection
Document Collection Software: 4 Must-Have Features and Capabilities
While organizational needs will vary by use case, there are four non-negotiable features any reputable document collection software must offer.
Banking & Finance
Which Types of Financial Institutions Are Exempt from the Updated FTC Safeguards Rule?
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...
Customer Experience
Why Automation Is a Good Thing - Especially for Customer Experience
New automation technologies can be used to create expanded opportunities for personalized connections that actually improve the customer experience.
Privacy & Security
How Sending Documents via Email Fails to Meet the Updated FTC Safeguards Rule
The FTC's updated Safeguard Rule's requirements around encryption, authentication, and customer data disposal expose email’s security shortcomings.
Privacy & Security
PII vs. NPI: A Guide to Types of Sensitive Consumer Data
Businesses that collect and handle personally identifiable information and other sensitive data must understand their obligations ahead of upcoming...
Client & Customer Onboarding
Customer Onboarding Not as Smooth as It Should Be? FileInvite Can Help
FileInvite’s secure document collection software will enhance your customer onboarding process, creating smooth, efficient workflows in a matter of...
Banking & Finance
What Is the FTC Safeguards Rule and Who Does It Impact?
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.
Client & Customer Onboarding
4 Ways Technology Can Improve Your Onboarding Process
When considering new technology for your company’s client and employee onboarding process, it’s essential that the solution adds more pros than cons.
Digital Transformation
How to Embrace Digital Transformation & Improve Your Employee Experience
Creating an environment of trust promotes employee loyalty. Learn how you can leverage technology to achieve this, and improve your employee...
Privacy & Security
What Does the Optus Data Breach Mean for Aussie Businesses?
One of Aussie's recent data breaches highlights hidden vulnerabilities in the technology we use everyday. Protect your business with these actionable...
Productivity & Efficiency
5 Benefits of Using of a Live Form
Replacing hard copy requests and email exchanges with live forms introduces significant benefits to document collection and management processes.
Client Portal
The 5 Must-Have Features of a Secure Document Portal
Compared to traditional document collection methods such as hard copy delivery and email, document portals deliver security, efficiency & unified...
Digital Signatures
Are Electronic Signatures Legally Binding?
E-Signatures are only going to become more popular. Ensure you understand how to securely send, and sign forms that require them.
Banking & Finance
Is It Safe to Email Tax Documents?
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.
Customer Experience
4 Ways to Improve Customer Experience During the SBA Loan Approval Process
Here are four ways commercial and SBA lenders can give clients a standout customer experience, creating satisfaction and loyal relationships in the...
Data & Document Collection
An Alternative to Email for Document Collection and Loan Applications
Using unencrypted email to collect client files opens your business to many risks. FileInvite is a secure alternative to email for document...
Privacy & Security
How to Use Fortiro to Detect Fraud and Verify Financial Information
Fortiro automates fraud detection processes, cutting processing times while enhancing overall information security. Learn more.
Data & Document Collection
5 Ways to Send Files Securely Across Your Distributed Workforce
Learn what information security risks are tied to five popular channels used for sending files across distributed workforces.
Client & Customer Onboarding
How to Automate the Client Onboarding Process at an Accounting Firm
Learn how to automate the client onboarding process at your accounting firm, the benefits of doing so, and different software you can use.
Client & Customer Onboarding
Implementing a Paperless Onboarding System: Advantages & Disadvantages
Organizations looking to improve employee and customer experience should consider implementing a paperless onboarding system. Here are the pros and...
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...
Mortgage Lending
6 Productivity Tools to Improve Mortgage Broker Efficiency
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...
Banking & Finance
How Can You Leverage Digital Transformation within Your Organization?
Financial organizations must reckon with how they should leverage digital transformation technologies to keep pace with customer experience...
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.
Press Release
FileInvite Named FrontRunner for File Sharing Software
FileInvite has just been named as a FrontRunner in the file sharing software category by Software Advice.
Press Release
Fortiro Partners with FileInvite to Eliminate Document Fraud & Friction
Australian FinTech Fortiro has joined forces with document collection pioneer FileInvite to provide real-time document verification and fraud...
Privacy & Security
3 Common Security Risks for Distributed Workforces
From May 2020 to April 2021, global cybercrime spiked by 600%. How can distributed workforces and workers protect themselves from common security...
Privacy & Security
Know Your Customer Checklist: What Are the Elements?
Learn about the elements of Know Your Customer (KYC) checklist form, the importance of a KYC analyst and how to process online digital KYC with...
Data & Document Collection
Document Collection for Commercial Lenders: Which Tools Improve the Customer Experience?
Document collection tools can do more than just collect documents and data - commercial lenders can use them to actually improve their loan...
Productivity & Efficiency
5 Ways to Improve Productivity in a Distributed Workforce
Distributed workers can work smarter by using paperless onboarding systems and other workflow automation tools that improve efficiencies across...
Commercial Lending
4 of the Greatest Challenges in the Commercial Lending Industry
When it comes time to taking advantage of the tools and tech afforded by digital transformation, commercial lenders encounter a number of challenges.
Digital Signatures
Digital Signatures, E-Signatures & Wet Signatures: What’s the Difference?
Wet signatures have historically been the standard signature type, however digital and e-signatures have become more common. Which should you be...
Privacy & Security
3 of the Biggest Data Breaches in Financial Services History
For organizations who collect personally identifiable information, effectively preventing data breaches will require an understanding of how they...
Commercial Lending
3 Tools to Streamline Your Commercial Lending Process
Many commercial lenders are having to adapt digital transformation and automation strategies to keep up with the ever-changing landscape. Here's how.
Privacy & Security
10 Most Common Types of Personally Identifiable Financial Information
Financial institutions must understand personally identifiable financial information in order to prevent disclosing it. Here are some of the common...
Privacy & Security
Personally Identifiable Information (PII) Policies: Identifying and Safeguarding Sensitive Data
To mitigate the risk of exposing customers' personally identifiable information to unauthorized users, companies may wish to formulate PII policies.
Commercial Lending
How to Relieve the 3 Biggest Headaches for Commercial Lenders
As a commercial lender, efficient document collection can be tricky. But it doesn't have to be with FileInvite’s secure, time-saving solution.
Commercial Lending
How to Remove the Friction Points in Your SBA Loan Approval Process
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 Lending
3 of the Most Informative KPIs for Commercial Lenders
Commercial lenders must rely heavily on KPIs in order to best understand their loan origination systems and practices. Here are 3 of the most...
Press Release
FileInvite raises $10 million Series A to change how information is requested
FileInvite has raised $10 million in Series A investment to fast-forward the extinction of email for requesting and collecting documents online.
Banking & Finance
10 Reasons Why Credit Unions Need Automated Data & Document Collection
Digital transformation is the way of the future, and credit unions must embrace automated document collection to improve member experience. Learn...
Privacy & Security
The 4 Key Features a Bank's Document Collection Platform Must Have
Banks collect many types of data from their clients. A data or document collection platform will streamline their operations and reduce...
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.
Banking & Finance
Integrating Your Financial Systems with a Document Automation Platform
Learn what to look for, and how to integrate your existing financial systems with a document automation platform.
Client Portal
How Much Does a Secure Document Portal Cost a Regulated Business?
Choosing a secure document portal can be tough. Here are some options (and their costs) to consider when deciding between client portals.
Banking & Finance
7 Benefits of Automated Document Collection for Banking Institutions
Learn about the benefits of automated document collection, and how it could improve your organization’s efficiency.
API & Integrations
3 Reasons Why Your Document Collection Tool Needs an Open API
If your company generates large amounts of data, it could benefit from a document collection tool with an open API. Here's why.
Client Portal
5 Ways to Improve Commercial Lending with a Secure Client Portal
Here are 5 ways you can use automated and secure client portals to improve the customer experience within commercial lending.
Data & Document Collection
Everything You Need to Know About B2B Online Document Storage
An online automated document collection solution is essential to easily storing and exchanging information between organizations. Learn more.
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...
Client Portal
5 Reasons to Use Client Portals in 2022: Today’s “Magic Potion” for Document Collection
Online client portals are becoming the new standard for collecting documents, improving productivity and eliminating potential security risks...
Privacy & Security
Secure Collection of Vaccination Data Using Request Portals
Globally, businesses of all sizes are requiring proof of vaccination while complying with the different privacy legislation requirements by region...
Privacy & Security
The Evolution of Email and Exchanging Sensitive Info
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...
Press Release
NZHL Partners with FileInvite as CCCFA Regulations Take Effect
New Zealand Home Loans (NZHL) has established a strategic partnership with document and data collection innovators FileInvite in an effort to...
Client Portal
Client Portal Software: A Guide To Choosing The Right Solution
Not all customer portals are created equal. Therefore, it's crucial to know which key features of customer portal software work best for your...
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...
Client Portal
How to Build a Business Case for Automated Client Data & Document Collection
How to build a business case for an automated document and data collection solution in your organization. Manage document workflows better with...
Banking & Finance
How Aprio Cloud Automates Accounting And Financial Document Requests
How Aprio Cloud, an outsourced accounting firm, automated accounting, and financial documents requests. Alex also shares her tips for better business...
Press Release
FileInvite and AACFB Offer Members Affinity Program to Streamline Loan Application Process
FileInvite partners with the American Association of Commercial Financial Brokers (AACFB) to help members streamline document-intensive loan...
Press Release
FileInvite Named Hot Vendor in Aragon Research’s Workflow and Content Automation 2021 Report
Workflow and Content Automation (WCA) is a critical enabling factor for business growth.” said Jim Lundy, CEO and lead analyst at Aragon Research.
Press Release
FileInvite Establishes US Headquarters in Colorado to Support Rapid Growth
FileInvite Establishes US Headquarters in Colorado to Support Rapid Growth. New Zealand SaaS Startup Plans to Bring Over 140 Jobs to the State
Data & Document Collection
How Can Mortgage Lenders Compete With Digital-First Solutions?
Studies show borrowers value convenience over everything else. They care about this more than meeting face-to-face, and even more than interest rates.
Banking & Finance
Credit Unions Have New Tools to Improve Margins, Customer Experience
While most credit unions experienced growth in 2020, differentiating member experience and remote services remain strategic priorities for further...
Privacy & Security
FileInvite Now SOC2 Type II Compliant
FileInvite meets global standard of security and privacy - SOC2 Type II.
Press Release
FileInvite and Performance Insights Announce Integration with Pipedrive
The integration connects FileInvite to Pipedrive, improving customer experience by streamlining the complex exchange of documents in the lending...
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.
Data & Document Collection
FBI Reports Cybercrime Up 300 Percent Since Start of COVID-19
The FBI report cybercrime appears to have jumped by over 300 percent since the beginning of the coronavirus pandemic. The vulnerability starts with...
Press Release
One In Three Brokered Loans In Australasia Now Go Through FileInvite
The addition of Loan Market and Aussie means that the documentation for one in three brokered loans in Australasia now goes through FileInvite each...
FileInvite Update
Performance Insights to resell FileInvite to US financial services sector
Performance Insights, a leading sales software and consultancy firm to the Financial Services sector joins the FileInvite partner network as US sales...
Client & Customer Onboarding
Customer Onboarding: How To Simplify the Sign-Off Process
A great proposal is half the battle. If you're looking for ways to up your chances of landing that deal, follow these steps.
We're NZ Hi-Tech Awards Finalists
FileInvite. Finalist for the NZ Hi-Tech Awards: Hi-Tech Start-Up Company of the Year!
Mortgage Lending
1000s of Australian Brokers Join Best Interest Duty Focused Platform
With Best Interest Duty (BID) a core focus in Australia, thousands of mortgage brokers are joining industry leaders on FileInvite.
Scheduling And Running Your First Virtual Meeting
Grab our top tips for scheduling and conducting your first virtual meeting with a client.
Mortgage Lending
Hamish Shares His Tips for Success in Business
Mortgage Broker and Adviser Hamish Patel of MortgagesOnline.co.nz shares his business tips for Loan and Mortgage professionals.
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.
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 Can Document Management Software Help Your Mortgage Broker Business?
Document management software can help your mortgage business get documents from clients on time in the right format.
Client Portal
Paperless client onboarding: Why use document portal software?
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...
Data & Document Collection
Automation: HR Contract Management and Employee Onboarding
HR contract management and employee onboarding doesn't need to be complicated, automated systems are here to make these processes much more efficient.
Mortgage Lending
Mortgage Broker Websites: 5 Best Practices for Marketing Your Business
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...
Mortgage Lending
Post Royal Commission - The future is exceptional customer experience
Irregardless of where the commissions debate ends for mortgage brokers - there will still be a strong emphasis on providing exceptional customer...
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...
Client Portal
Receive Large Files From Clients with FileInvite
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.
Data & Document Collection
Adobe Send & Track vs FileInvite - Comparing Document Collection Tools
We compare features across both document collection tools, so you know document automation system is a better fit for your organization.
Mortgage Lending
4 Things to Look for When Searching for a Mortgage Aggregator
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...
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...
Mortgage Lending
Clinton Waters of Axton Finance on Technology and Tools for Mortgage Brokers
Clinton Waters of Axton Finance talked to us about technology and tools for Mortgage Brokers. Grab his top tips on automating your systems and...
Data & Document Collection
7 Benefits of using automated document collection systems
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...
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...
Mortgage Lending
Sarah Bloxham - On Mortgage Document Collection
Sarah talks about systems, software, apps and tools for getting mortgage documents from clients. Sarah has used FileInvite grow her business...
Client & Customer Onboarding
David Windler - On Managing and Collecting Client Documents
David discusses managing and collecting client documents. Hear how he uses FileInvite to increase volume and efficiencies as Mortgage Broker Of The...
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.
Lead Generation
Quick Tips for Mortgage Brokers: How to Generate Leads and Referrals
Hey Mortgage Professionals. Here is our preliminary checklist for high performing mortgage professionals to make the most of leads.