Implementing FileInvite
After an initial discovery meeting with the FileInvite Enterprise team a workflow analysis and proof of
concept detailed the productivity gains that could be accomplished. A system to eradicate the spreadsheets used for tracking documents and a way to gain visibility over their loan pipeline.
Client feedback was that they were impressed with the intuitive client portals. The seamless digital experience for their customers, enabling them to ditch the struggle of email attachments and complete forms online rather than printing, scanning and completing by hand.
As FileInvite is a cloud based application it could be deployed quickly with minimal setup required.
Scaling the use of FileInvite, Fundera were able to rapidly onboard the entire sales and processing team. Using master templates, they ensured everyone has the latest contracts, updated conditions and any regulatory requirements covered.
