Integrate FileInvite's best-in-class document collection technology into your existing tech stack
Build on FileInvite's enterprise-grade API to integrate our simple, fast and secure document collection portal into your existing processes, allowing our data and document collection software to function seamlessly behind-the-scenes of your custom system, CRM or LOS. Build FileInvite Enterprise into your workflows to harness the power of our document collection solution, no matter how complex your larger business processes may be.
FileInvite gets documents back 80% faster than email when it comes to requesting information and documents from clients. Every business has a CRM but using email to collect the source data from clients is inefficient, insecure, and difficult for both professionals and their customers.
Trusted by thousands of companies worldwide
“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
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.
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
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.
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."
Have questions about FileInvite's Enterprise plan?
Whether you want to integrate our software into your CRM, LOS or other technology, your document collection process fits into a larger and more complex workflow, or you require an extraordinary amount of Invites to be sent on a frequent basis, FileInvite Enterprise can meet your organization's needs.
What are the benefits of the Enterprise plan over the Business plan?
FileInvite Enterprise is built for complex workflows and custom requirements. Building off of FileInvite's open API, and working alongside FileInvite's 5-star Customer Success team, your organization will be able to leverage our information collection technology within any part of your process and tech stack.
What native integrations are already available?
FileInvite has a number of native integrations that your organization can take advantage of.
Available to all plans are our Cloud Storage Integrations: Google Drive, Dropbox, Box and Onedrive
Available on our Paid plans are our Zapier integration and Onedrive for Business.
Note that we are constantly adding new integrations to FileInvite. Please view our Integrations page for the most updated list.
How many users can be added to an Enterprise plan?
For both our Business and our Enterprise plan, all limits (users, requests per invite and SMS credits) can be totally customized to meet your needs.
How can I access the Fortiro Protect integration?
Fortiro Protect is only available to our Business and Enterprise users in Australia. Contact our sales team to discus this integration in more detail.