Resources

Resources and guides to help you get work flowing

    Latest from our blog
    View all articles
    4 min read

    FileInvite Launches New Platform, Making Multi-Party Collaboration and Servicing a Core Part of Document Collection for Complex Lending

    FileInvite: Nov 3, 2026

    Rebuilt platform becomes the operational backbone of the full lending document lifecycle, empowering lending teams to close loans faster from origination, underwriting, closing, and servicing through the term of the loan. SAN DIEGO, CA, November 3,...
    Press
    Read More
    3 min read

    FileInvite Delivers Major Platform Expansion in 2026, Advancing Borrower Experience, Operational Scale, and Full Loan Lifecycle Support

    FileInvite: May 11, 2026

    Year-to-date releases include a redesigned borrower portal, bulk and scheduled document collection, multilingual support, automated PDF redaction, and enhanced compliance controls Denver, CO, May 12, 2026 – FileInvite, the secure document collection...
    Press
    Read More
    5 min read

    AI Readiness Starts Before the AI: Why Infrastructure Is the Conversation Firms Are Missing

    FileInvite: May 11, 2026

    Every conversation about AI in professional services eventually arrives at the same place: which tool should we adopt, and when? It's the wrong question. CPA Practice Advisor's year-end technology review for 2026 made a quiet but important...
    Commercial Insight
    Read More

    Read our Case Studies
    View all Case Studies

    Guides 
    SBA lenders talking to borrowers

    SBA Form 1919: Everything You Need to Know to Keep Borrower Information Safe

    Safeguard borrower information with ease by learning the ins and outs of SBA Form 1919 for 7(a) loans, ensuring a secure lending process.

    READ THE GUIDE ➜

    Loan Officer Efficiency

    6 Tools that Improve Loan Officer Efficiency

    Boost your loan officer efficiency with these 6 powerful tools designed to streamline your workflow and optimize results.

    READ THE GUIDE ➜

    Personally Identifiable Financial Information

    10 Most Common Types of Personally Identifiable Financial Information

    Financial institutions must understand personally identifiable financial information in order to prevent disclosing it. Here are some of the common types.

    READ THE GUIDE ➜

    Latest Press Releases
    View all Press Releases

    FileInvite Launches New Platform, Making Multi-Party Collaboration and Servicing a Core Part of Document Collection for Complex Lending

    FileInvite: Nov 3, 2026

    Rebuilt platform becomes the operational backbone of the full lending document lifecycle, empowering lending teams to close loans faster from origination, underwriting, closing, and servicing...
    Press
    Read More

    FileInvite Delivers Major Platform Expansion in 2026, Advancing Borrower Experience, Operational Scale, and Full Loan Lifecycle Support

    FileInvite: May 11, 2026

    Year-to-date releases include a redesigned borrower portal, bulk and scheduled document collection, multilingual support, automated PDF redaction, and enhanced compliance controls Denver, CO, May...
    Press
    Read More

    FileInvite Wins 2022 “High Growth Exporter of the Year to the USA” Award

    FileInvite: Dec 13, 2022

    DENVER, Colo.— Last month at the AmCham – DHL Express Success & Innovation Awards Gala in Auckland, New Zealand, FileInvite won the 2022 “High Growth Exporter of the Year to the USA” award. The...
    Press
    Read More

    Ready to remove document collection as a bottleneck your complex loan workflow?

    See how FileInvite helps financial institutions accelerate complex commercial and small business loans, scale volume with existing teams and reduce documentation risk while your loan origination system, document storage and CRM keep doing what they do best.


    Get Started