- Case Studies
Use FileInvite to request multiple supporting documents from a customer in a single invitation.
Schedule requests to your entire client base and close month end and year end faster with FileInvite.
Get all the documents and background information you need from a potential candidate.
Manage transcripts, education history, applications and visas for all applicants in one spot.
Commercial loan applications can be highly complex. There are so many supporting documents required for a basic, SBA, CDC or 504 loan. Keeping track of the email chains can be a nightmare!
Sending reminders, managing the flow of documents and keeping the process rolling, can be taxing on your relationship with clients and lenders. Don't worry, collecting loan files just got a whole lot easier!