CUSTOM SOLUTIONS

Optimize the collection of client information in document-heavy workflows, at scale.

Gather all the documents, signatures, files, and data your organization requires, in record time. Discover why FileInvite is the trusted document collection solution for so many enterprise organizations globally.

FileInvite rated 4.75

loan-market-logo-2711982945d7221-1
fundera-logo-transparent-1
McCambridge Duffy - grey logo
aussie_logo_rev
first-home-bank-square-logo
nectar-logo-1
HubSpot Video
VIDEO

Discover a better way to collect client information

FileInvite replaces email when requesting information.

Every company is unique, but your processes shouldn't be

FileInvite makes requesting and supplying important information fast, secure and most importantly, easy.

Streamline your workflow using an automated, secure platform that saves your organization time gathering documents. Reduce the frustration associated with collecting all kinds of information – documents, applications, identity documents, photos, large files, and more.

 

Markedly improve client and staff experiences and gain total visibility across your pipeline

SAVE TIME

Boost Team Productivity by an Average of 35%

Gone are the days of requesting documents from clients via email. Our client-facing customers have experienced an average 35% increase in productivity as a direct result of implementing FileInvite.

SCALE FASTER

Scale Your Operations with Efficient Processes

Getting hours of staff time back presents a massive opportunity to scale operations, as many of our customers have successfully done. 

SUPERIOR EXPERIENCE

Provide the Digital Experience Your Clients Expect

We've collected over 7,000 5-star reviews for the FileInvite client portal. FileInvite is built to provide the best possible experience for you and your clients.

GET SECURE, STAY COMPLIANT

Bank-Grade Security

Don't settle for less. A secure and reliable solution, FileInvite is SOC 2 Type 2 compliant, with 256-bit encryption, advanced user-provisioning, and has a 99.9% uptime guarantee.

Our end-to-end encryption ensures that messaging, data, and file transfers are secured to the latest global standards. Independent external testing and our enterprise AWS environment provide peace of mind for you and your customers.

FileInvite - Security
FileInvite - Easy to implement 2
GET MORE DONE

Easy to Implement

Your staff could be sending their first invite in 5 minutes. Enhance the experience of your staff and clients quickly by automating time-consuming tasks.

FileInvite reduces the steps to a returned request by 5 times compared to requesting information via email. Every user will get hours back each week.

API & NATIVE INTEGRATIONS

Seamless Workflow Integration

Use our full-featured API to connect with your systems. Post files and data to your cloud storage, trigger contact updates from your CRM or use our pre-built Zapier triggers and actions.

With our native Integrations for cloud storage and bank statement retrieval, you can streamline workflows for your team and enhance customer experience.

FileInvite - API & Integrations
FileInvite - Admin Dashboard
ADMIN DASHBOARD

Head Office Provisioning

Create user profiles, set custom roles, and grant access to users through the administrative portal.

Grant temporary access, add or remove users instantly, transfer invites, review reporting, billings and connect to external workflows.

RESOURCES

API, Zapier and Other Integration Resources

SIMPLE & SECURE

Create Consistent Client Experiences

Create a seamless customer experience with a secure client portal. Implement brand-compliant logos, colors, and custom URLs.

Set your own approved templates for forms, document requests, and email alerts. Update centrally to meet legislative changes instantly.

Gadgets
Team sharing
SECURITY & ACCESS

Foster Team Collaboration

Share data and document requests across users, or delegate access to certain teams.

Use the intuitive FileInvite dashboard to build invites from industry-standard templates that you can save and share with your team to ensure compliance. Even give auditor access to communication logs.

GET SET UP FOR SUCCESS

Recieve Excellent Support

We're only happy when you succeed.

Our customer support team has received a consistent 5/5 score across over 100 reviews in Capterra & G2.

FileInvite - Excellent support

Scale your operations with the FileInvite solution

Optimize your document workflow

Poor document workflows impact much more than just your profits.

Auto PDF Conversion

Never worry about improper formatting again. FileInvite can automatically convert your returned documents to PDF.

Set Naming Conventions

You set the naming conventions of each request you make, so when your requests are returned to you – it's clear what they are.

Transfer Requests

Never lose track of a deal because a team member is away. Transfer Invite (request) ownership to a team member in one click.

Easy Automation

Let our system do the leg work, while you work on your client relationships.

“Sometimes there is an opportunity to work smarter rather than harder.”
- Matt Nicolosi, Vice President and Director of Strategic Growth Initiatives, First Home Bank

  • 1 years' worth of loans processed in 2 months
  • Increased Capacity
  • 9,000 loan inquiries in 4 months
TIPPING POINT

When First Home Bank began to process SBA Paycheck Protection Program (PPP) loans when the pandemic hit, their loan volume skyrocketed. The demand was so high that they made a strategic decision to pull back on 7(a) loans temporarily to keep up with the volume of PPP loans.

Moving forward, they needed a way to increase efficiency and improve the customer experience to be able to take advantage of the hot market for both SBA 7(a) loans and PPP loans.

Additionally, management had little insight into their loan pipeline until loans were closed, making it difficult to make informed business decisions.

RESULTS

Higher Volume, Superior Experience, Data Governance

First Home Bank processed as many loans in a two-month period as they might have processed in an entire year using their old, manual methods with similar staffing. This efficiency gain enabled them to capitalize on the increased demand for PPP loans that many competing lenders couldn’t take on.

Bank customers are praising the simple and intuitive customer portal. Both parties can easily see the status of a loan application from a centralized dashboard, and messaging with customers from the platform’s chat feature simplifies communication. 

"The amount of time that a McCambridge Duffy employee is required to spend on a case has been reduced by more than eight times."

  • 8x Time Saved
  • Increased Capacity
  • Clients Doubled
TIPPING POINT

The traditional methods relied on for document collection were time-consuming. Generally, the company used the postal service, email, and occasionally, WhatsApp to coordinate their document collection.

As volumes grew it became increasingly challenging to deliver the quality of service McCambridge Duffy Group is known for. Because the process wasn’t very intuitive, interactions with the firm were often difficult—a far from ideal first experience for their clients.

RESULTS

87.5% decrease in request return time.

Processes that previously took the firm’s practitioners forty days, now take five.

Client feedback has been excellent. They report being able to quickly and easily upload documents whether they’re working on their desktop or using a mobile device. 

"Implementing FileInvite has allowed staff to focus on providing more meaningful advice to each client even as the number of clients has more than doubled."

FEATURES

Save hours each week with easy-to-use automation

When deadlines loom, there are better things to be doing than chasing clients for information.

AUTOMATED DOCUMENT COLLECTION

Stop chasing clients for documents

Gone are the days of requesting documents from clients via email. Our customers have experienced an average 34% decrease in document return turnaround, and we've collected over 7,000 5-star reviews in the process.

CLIENT PORTAL

Impress your clients and your colleagues

Request all the files you need from your clients in one system. Your clients are then guided through an intuitive portal experience and followed up with friendly reminders as your due date approaches. 

DIGITAL SIGNATURES

Make contracts a breeze

With FileInvite's legally-binding eSignature technology, you can easily request single or multiple-party signatures on contracts, agreements, and applications. FileInvite was named a 2021 emerging favorite in Gartner's Capterra Digital Signature category.

DOCUMENT GENERATION

Automate your information requests

Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal. 

API & INTEGRATIONS

Integrates with your existing tools

Sync returned files with Google Drive, Dropbox, OneDrive, Box & more. And use API or Zapier to send returned form data to your desired destinations.

ADMIN DASHBOARD

Get visibility across your workflow

Request, review, approve and manage documents in one dashboard. Staff can do this at an individual level, and managers can have a team view.

We're proud of our customers

Read through some of the best-kept secrets in workflow and content automation, discover some insights that you could apply to your own business today – and see how our customers managed to achieve such extraordinary results.

 

CASE STUDY | ACCOUNTING / PROFESSIONAL SERVICES

How Aprio Cloud Improved Their Customer Experience

 

READ FULL CASE STUDY
CASE STUDY | LEGAL

How McCambridge Duffy Reduced Time Required for Document Collection by 87.5%

 

READ FULL CASE STUDY
CASE STUDY | BANKING

Digitizing Document Collection Processes Helps Top 10 SBA Lender Handle More Loans

 

READ FULL CASE STUDY
CASE STUDY | MORTGAGE BROKERAGE

How 3-Person Firm Manages $100 Million in Transactions Per Year

 

READ FULL CASE STUDY
CASE STUDY | COMMERCIAL FINANCE

How 7(A) Funding Reduced Time Spent Collecting Documents by 83%

 

READ FULL CASE STUDY
CASE STUDY | COMMERCIAL FINANCE

How Fundera Slashed Loan Document Turnaround Times by 64.3% (from 42 to 15 days)

 

READ FULL CASE STUDY
CASE STUDY | EDUCATION

How Third Decade Identified and Optimized Inefficiencies in Their Document Workflow

 

READ FULL CASE STUDY
CASE STUDY | MARKETING AGENCY

How Driving Success Improved Content Request Workflows with Branded Client Portals

 

READ FULL CASE STUDY

Delight your clients with the FileInvite experience