Fundera is an online marketplace connecting small businesses with lenders, managing 20 to 30 documents per loan application across a 200-person team. Buried in spreadsheets and email attachments with no shared pipeline visibility, they needed a scalable solution that worked for both staff and borrowers. After implementing FileInvite, documentation turnaround dropped from 42 days to 15.

Fundera's document collection was fragmented across email inboxes and large tracking spreadsheets, with no visibility into where any given application stood. Managing 20 to 30 documents per application manually created significant delays and coordination overhead, and there was no reliable way to forecast pipeline. The borrower experience — dependent on email, printing, and scanning — was slow and inconsistent.

After evaluating around 15 platforms, Fundera selected FileInvite for its simplicity and ease of use for both staff and borrowers. A discovery session with the FileInvite Enterprise team produced a tailored workflow analysis and proof of concept. Fundera rolled the platform out to their entire sales and processing team using master templates that kept document requirements and compliance conditions consistent across the organisation. Each borrower received an individual client portal with instructional guidance and automated reminders. A central dashboard gave the team real-time visibility across every active application.