FAQ

• What happens after I click Get Started?

  Once you submit your details, a member of our team will reach out within one business day to schedule a brief discovery call. This call is not a sales pitch. It's a focused conversation to understand your current document collection process, where the friction points are, and what outcomes matter most to your lending operation. From there, we'll determine whether and how FileInvite is the right fit, and if so, shape a demo around your specific workflows and loan types.

• What should I expect from the discovery call?

  The discovery call typically runs 15 to 20 minutes and is structured around your situation, not ours. We'll ask about your current process for collecting borrower documents, the loan types you handle, your team size, the systems you're working with, and what success looks like for your organization. The goal is to understand the impact document collection challenges are having on your team and your borrowers before we show you anything about FileInvite.

• How is the demo tailored to my lending operation?

  Based on what we learn in discovery, we'll configure the demo to reflect your actual workflows. If you focus on SBA lending, we'll show you SBA document checklists and borrower portals. If you handle CRE or construction loans, we'll walk through multi-party collaboration and complex document packages. You'll see FileInvite through the lens of your team and your borrowers, not a generic product walkthrough.

• How long does the demo take?

  Demos typically run 30 minutes. We spend the first few minutes aligning on what you want to see based on your discovery conversation, then walk through the platform with scenarios relevant to your loan types and team structure. We leave time at the end for questions and to discuss next steps, whether that's a trial, a deeper technical review, or a conversation about implementation and pricing.

• Who should be on the demo call?

  We recommend including anyone who will be directly involved in evaluating or implementing FileInvite. This typically includes a lending operations lead, a team member who manages document collection day to day, and if applicable, someone from IT or compliance. Having the right people in the room means we can address the questions that matter most and give you a clearer picture of fit and impact.

• What happens after the demo?

  After the demo we'll follow up with a summary of what we covered, relevant case studies from lenders with similar profiles to yours, and a proposed next step based on where you are in your evaluation. For most lenders this means a custom pricing proposal, a more detailed technical review, or an introduction to our implementation team. We move at your pace and our goal is to give you everything you need to make a confident decision.

• Are we obligated to buy after a demo?

  Not at all. The discovery call and demo are designed to help both sides determine if there is a genuine fit. If FileInvite is not the right solution for your operation at this stage, we'll tell you. If it is, we'll show you exactly what implementation looks like, what the investment is, and what outcomes you can expect based on what similar lenders have achieved.