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.
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
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 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.
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.
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.
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.
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.
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.
API, Zapier and Other Integration Resources
How to integrate FileInvite with your existing systems via Zapier or custom API
Want to connect FileInvite with an app outside of the currently supported integrations? We recommend using Zapier, a simple service for making your own custom app connections.
How To Sync Your Returned Request with your Cloud Storage
How to Setup Your Illion BankStatements Integration
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.
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.
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.
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."
Save hours each week with easy-to-use automation
When deadlines loom, there are better things to be doing than chasing clients for information.
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.
How Aprio Cloud Improved Their Customer Experience
READ FULL CASE STUDY
How McCambridge Duffy Reduced Time Required for Document Collection by 87.5%
READ FULL CASE STUDY
Digitizing Document Collection Processes Helps Top 10 SBA Lender Handle More Loans
READ FULL CASE STUDY
How 3-Person Firm Manages $100 Million in Transactions Per Year
READ FULL CASE STUDY
How 7(A) Funding Reduced Time Spent Collecting Documents by 83%
READ FULL CASE STUDY
How Fundera Slashed Loan Document Turnaround Times by 64.3% (from 42 to 15 days)
READ FULL CASE STUDY
How Third Decade Identified and Optimized Inefficiencies in Their Document Workflow
READ FULL CASE STUDY
How Driving Success Improved Content Request Workflows with Branded Client Portals
READ FULL CASE STUDY