1 min read

    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 enterprise-grade security.

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    3 min read

    5 Reasons to Use Client Portals in 2022: Today’s “Magic Potion” for Document Collection

    To save time and hassle in the wizarding world, Harry Potter and the Weasley family (and other wizards) can transport themselves anywhere with a magical fireplace and floo powder. On the flipside, many departments — especially those in financial services, legal, insurance, human resources, and academic enrollment — are still using email to request documents and other information from their customers, employees, and students. Many could use some document collection magic to streamline the...

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    2 min read

    Secure Collection of Vaccination Data Using Request Portals

    The good news on the COVID-19 pandemic front is that COVID-19 vaccination rates are up as vaccines have become more widely available around the world. Showing proof of vaccination has been part of the reopening efforts as many employers, universities, airlines, and retail establishments are relaxing public health restrictions with increased requirements. As people are returning to in-person work, schools, restaurants, travel, gyms, or the opera, a person’s vaccination status is becoming...

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    The Evolution of Email - FileInvite

    4 min read

    The Evolution of Email and Exchanging Sensitive Info

    It's hard to imagine a time when email wasn't part of our everyday life. A lot of us start our days by checking our emails. Try to sign up for any kind of service and they'll ask for your email address. Email connects us with people all around the globe, and we send and receive emails all day long.

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    3 min read

    NZHL Partners with FileInvite as CCCFA Regulations Take Effect

    Auckland, New Zealand - 2 December 2021 - New Zealand Home Loans (NZHL) has established a strategic partnership with document and data collection innovators FileInvite in an effort to streamline workflows for NZHL franchise members and to offer a winning experience for clients. With this new partnership, NZHL joins its parent company KiwiBank, which is already operating FileInvite's solutions. The partnership comes at a critical time for NZHL. Amendments to the Credit Contract and Consumer...

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    Client Portal Software: A Guide to Choosing the Right Solution

    5 min read

    Client Portal Software: A Guide To Choosing The Right Solution

    Client data is key to business growth and superior service delivery. Unfortunately, your company could lose important client information or expose it to vulnerabilities when collecting or storing it.

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    5 min read

    Is Tech Making Productivity Better or Worse?

    If you’ve ever cursed your inbox chock-full of emails or felt the bite of your corporate servers being overloaded, you may have wondered if tech helps or hinders productivity.

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    5 min read

    How to Build a Business Case for Automated Client Data & Document Collection

    Creating and presenting a convincing business case is a telling indicator of whether an organization will successfully implement a new software solution.

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    2 min read

    FileInvite and AACFB Offer Members Affinity Program to Streamline Loan Application Process

    FileInvite to present workshop on workflow and content automation at 2021 AACFB Annual Conference 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.

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    1 min read

    FileInvite Named Hot Vendor in Aragon Research’s Workflow and Content Automation 2021 Report

    DENVER, CO – August 17, 2021 FileInvite, a document and data collection platform provider, announced today that it has been included in the list of “Hot Vendors” in Aragon Research’s latest report, Hot Vendors in Workflow and Content Automation, 2021. FileInvite offers a new way to improve and simplify the time-ladened, confusing, and frustrating experience of getting documents from customers.

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    FileInvite US office in Denver Colorado

    2 min read

    FileInvite Establishes US Headquarters in Colorado to Support Rapid Growth

    DENVER – June 2, 2021 FileInvite, a document and data collection platform provider, founded in New Zealand, announced today it has selected Colorado as the location for its U.S. headquarters and will begin hiring to support its rapid growth in the North American market.

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