Stop chasing clients for documents
Whether you send an Invite a package of requests sent via FileInvite PortalTM via the FileInvite application or from your CRM, FileInvite chases your clients for the documents you need by the date you need them by.
Once approved, the returned files & data are processed, packaged and sent to your cloud storage, data warehouse or CRM. Automagically.
"We know from talking to our top brokers that this tool can save them anywhere up to two hours per application, so if you think about that, we've given well over 60,000 hours a year back to our brokers”
- Rainer Rhedey, Chief Digital Officer