We're NZ Hi-Tech Awards Finalists
FileInvite. Finalist for the NZ Hi-Tech Awards: Hi-Tech Start-Up Company of the Year!
FileInvite Blog
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 or document portal is the best way to move towards paperless onboarding. Here's our take on how to best digitize your onboarding.
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...