Product Update

    FileInvite Launches Connected Workflows to Streamline Lending Document Collection

    1 min read

    FileInvite Launches Connected Workflows for Lending Document Collection

    Picture of FileInvite FileInvite: Apr 10, 2025 8:45:00 AM

    DENVER, CO – April 10, 2025 – FileInvite, a leader in secure document collection software for the lending industry, today announced the launch of Connected Workflow integrations, enabling seamless embedding of its platform into existing customer relationship management (CRM) systems. The new functionality allows financial institutions such as credit unions or banks to initiate document requests, send messages, and manage workflows directly from Salesforce, Hubspot, and other CRM platforms,...

    Product Update
    Read More