- Case Studies
DENVER, CO and LOUISVILLE, KY. – September 7, 2021
FileInvite, a document and data collection platform provider, announced today that it is partnering with the American Association of Commercial Financial Brokers (AACFB) to offer members an exclusive FileInvite package to streamline the document-intensive process of loan applications and documentation.
FileInvite delivers an innovative way to improve document workflow, through automation and an intuitive process. AACFB members can visit https://members.aacfb.org/ to learn more.
FileInvite will present a workshop on Workflow and Content Automation on September 8, 2021, at the 2021 AACFB Annual Conference.
“We want to provide our AACFB members with business tools and resources to help them be successful with their commercial financing businesses,” said Kalah Sprabeary, president, HUB Funding Solutions and AACFB director at large and board member. “If we can empower our members to more easily manage the cumbersome loan document process, such as with FileInvite’s solutions, their productivity and business processes will improve, thus fueling success.”
“Especially in financial services where paperwork and security go hand-in-hand, manually managing a multitude of documents can be arduous and time-consuming. FileInvite solves this by delivering safe, compliant, and efficient document and data collection,” said James Sampson, CEO of FileInvite. “We’re pleased to work closely with the AACFB to introduce its members to an innovative way to better manage client loan documents.”
The 2021 AACFB Annual Conference will be held September 8-10, 2021 in Nashville, Tennessee.
FileInvite’s senior solutions consultant, Gerald Leveritt, will walk attendees through how to make businesses more efficient by improving document management, including streamlining the process of collecting digital signatures from multiple parties and monitoring where a document is in the review process.
Founded in 2015, FileInvite helps businesses improve customer experience and increase productivity by simplifying the process of collecting documents and sharing information with customers. The SaaS platform provides an intuitive customer portal and automated workflows that enable users to digitally complete, sign and upload documents, send communications, and keep track of data requests. Built on the Amazon Web Services (AWS) cloud using industry best practices, FileInvite is SOC2 compliant and meets the privacy and security requirements for handling sensitive customer data. For more information, please visit www.fileinvite.com.
The American Association of Commercial Finance Brokers (AACFB) is the premier trade association empowering independent commercial finance professionals and their funding source partners. The AACFB represents the expanding interests of its growing membership by providing best practice education and funding partner networks while promoting a culture of ethics. Our passion is to help commercial financing and leasing professionals achieve success by improving levels of performance. We do this by nurturing a community of members that connects great ideas and great people.