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
"I keep files out of my inbox and easily managed with FileInvite. It sets auto-reminders for my clients and I can customise the list of items I'm asking for to simplify the process. It also links to my other software like Box, Dropbox and Google Drive."
- Mark Magill, Mike Pero Mortgages
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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, Fundera.png?width=116&height=30&name=fundera%20by%20nerdwallet%20(1).png){kind=small}
"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, Top 10 SBA Lender
"Before FileInvite was like the dark ages."
- Sarah Bloxham, Director