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Chase Deals, Not Borrowers
Stop chasing your borrowers for documents
FileInvite's document collection software automates and accelerates the collection of commercial and SBA loan documents and information. This which not saves your staff time and eliminates headaches, but it also:
- Shortens the sales cycle by 25%
- Improves sales velocity (loan $ per month) by 40%
Improve Borrower & Employee Experience
Streamline the information collection process
FileInvite significantly improves the packaging processes for both the borrowers and the lenders, making it more efficient, transparent, and user-friendly for all involved parties.
How FileInvite enhances the lending experience:
- Using customizable checklists to standardize the information collection process
- Consolidating all borrower communications into one single, secure portal
- Increasing internal visibility on the deal as it progresses through your pipeline
Reduce Ongoing Regulatory Risk
Automate loan servicing & maintain ongoing compliance
FileInvite streamlines loan document collection even after the loan is funded. Our automated reminder "tickler" system allows loan servicing teams to stop chasing documents required for loan portfolio management and eliminates unresolved loan exceptions.
FileInvite also offers:
- Automated compliance checks
- Detailed audit trails
- Customizable regulatory compliance features
Increase Operational Efficiency
Increase efficiency & reduce operational costs
FileInvite reduces operational costs by automating manual and repetitive tasks, minimizing errors, increasing efficiency and reducing the need for additional labor and training, ultimately leading to streamlined processes and increased profitability for your institution.
FileInvite is an all-in-one platform for:
- Seamless Integrations
- Centralized Document Management
- Automated Workflows
- Secure File Sharing
Stop chasing your borrowers for documents
FileInvite's document collection software automates and accelerates the collection of commercial and SBA loan documents and information. This which not saves your staff time and eliminates headaches, but it also:
- Shortens the sales cycle by 25%
- Improves sales velocity (loan $ per month) by 40%
Streamline the information collection process
FileInvite significantly improves the packaging processes for both the borrowers and the lenders, making it more efficient, transparent, and user-friendly for all involved parties.
How FileInvite enhances the lending experience:
- Using customizable checklists to standardize the information collection process
- Consolidating all borrower communications into one single, secure portal
- Increasing internal visibility on the deal as it progresses through your pipeline
Automate loan servicing & maintain ongoing compliance
FileInvite streamlines loan document collection even after the loan is funded. Our automated reminder "tickler" system allows loan servicing teams to stop chasing documents required for loan portfolio management and eliminates unresolved loan exceptions.
FileInvite also offers:
- Automated compliance checks
- Detailed audit trails
- Customizable regulatory compliance features
Increase efficiency & reduce operational costs
FileInvite reduces operational costs by automating manual and repetitive tasks, minimizing errors, increasing efficiency and reducing the need for additional labor and training, ultimately leading to streamlined processes and increased profitability for your institution.
FileInvite is an all-in-one platform for:
- Seamless Integrations
- Centralized Document Management
- Automated Workflows
- Secure File Sharing
"FileInvite has delivered massive efficiency gains for us. It’s [given us] huge time savings, that we never would have been able to achieve without it."
Matt Nicolosi, VP and Director of Strategic Growth Initiatives
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"Turnaround times for loan documentation dropped from 42 to 15 days and we were able to roll out the system to the entire team in no time."
Ryan Murdock, Sales Operations Manager
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