The latest from FileInvite

1 min read

How Can Mortgage Lenders Compete With Digital-First Solutions?

FileInvite: May 17, 2021 11:45:00 AM

The global pandemic of 2020 has profoundly altered how home buyers shop for mortgages. During the various lockdowns, the demand from home buyers for contactless transactions and financing soared. While online and digital-first lenders were already growing, the pandemic accelerated their growth and has permanently changed the mortgage experience that consumers now expect.

Data & Document Collection

2 min read

Credit Unions Have New Tools to Improve Margins, Customer Experience

Tamarie Ellis: Apr 9, 2021 6:38:32 AM

While most credit unions experienced growth during the pandemic, maintaining margins and differentiating remain strategic priorities. Smaller credit unions in particular are under pressure to accelerate recovery with improvements in member experience and contactless services. Experts advise making rapid progress toward goals in 90 day increments, yet when it comes to digital lending and contactless services, many struggle to balance competing headwinds of advancing technology and limiting IT...

Banking & Finance Data & Document Collection

1 min read

FileInvite Now SOC2 Type II Compliant

FileInvite: Feb 25, 2021 1:03:39 PM

We're happy to announce that as of today FileInvite is SOC2 Type II compliant. Meaning third-party auditors have verified that we follow best practices with respect to security.

Privacy & Security

1 min read

FileInvite and Performance Insights Announce Integration with Pipedrive

Tamarie Ellis: Feb 23, 2021 9:12:00 AM

FileInvite and Performance Insights Announce Integration with Pipedrive New Tools for Mortgage and Commercial Lenders to Improve Customer Experience, Sales Velocity AUCKLAND, NEW ZEALAND and SCOTTSDALE, ARIZONA - February 23, 2021 (GlobeNewswire) - FileInvite, the automated document collection and workflow solution, and Performance Insights, a sales performance consultancy for the banking industry, today announced availability of an integration between FileInvite and Pipedrive customer...

Press Release API & Integrations

3 min read

4 Key Levers For Lenders To Increase Sales Velocity

Picture of Ron Buck, Founder and CEO, Performance Insights

Ron Buck, Founder and CEO, Performance Insights: Feb 11, 2021 4:53:26 PM

Sales velocity is at the heart of sales effectiveness for business, commercial and mortgage lenders and may be a financial institutions most critical success factor. Sales velocity is your lag measure that is influenced by four key levers that directly impact the success of your sales initiatives.

Sales Enablement

2 min read

FBI Reports Cybercrime Up 300 Percent Since Start of COVID-19

FileInvite: Sep 16, 2020 8:30:43 AM

Instances of cybercrime appear to have jumped by as much as 300 percent since the beginning of the coronavirus pandemic, according to the US FBI.

Data & Document Collection Privacy & Security FileInvite Alternatives

1 min read

One In Three Brokered Loans In Australasia Now Go Through FileInvite

FileInvite: Aug 5, 2020 12:00:00 PM

PRESS RELEASE:

Press Release Data & Document Collection

1 min read

Performance Insights to resell FileInvite to US financial services sector

FileInvite: Jul 28, 2020 10:15:59 AM

Performance Insights, the largest Pipedrive CRM reseller globally and a leading sales software and consultancy firm to the Financial Services sector, today joins the FileInvite partner network in North America.

FileInvite Update Banking & Finance

3 min read

Customer Onboarding: How To Simplify the Sign-Off Process

Josh Elkin: Apr 23, 2020 3:08:16 PM

You have a service that you truly believe can fill the gap, and now you need to bring it to life. The right timing, a way of reaching those potential clients and of course a good business proposal are key.

Client & Customer Onboarding Digital Signatures Sales Enablement

1 min read

We're NZ Hi-Tech Awards Finalists

FileInvite: Mar 31, 2020 6:27:16 PM

We’re proud to share that FileInvite are finalists for Start-Up Of The Year.

2 min read

1000s of Australian Brokers Join Best Interest Duty Focused Platform

FileInvite: Mar 16, 2020 1:26:16 PM

Using the platform as part of their best practice toolkit to meet BID ( Best Interest Duty) obligations, Australia's leading aggregators and brokers have chosen FileInvite for their expertise in client data collection.

3 min read

Scheduling And Running Your First Virtual Meeting

FileInvite: Jan 30, 2020 10:04:31 AM

As the level of traffic on the streets increases daily the stress involved with trying to make physical client meetings in different locations grows. At the same time the technology that we have available to us in our cell phones and laptops gives us the ability to meet virtually with clients and video conference in a matter of seconds. Check out our tips for running your first virtual meeting in record time.

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