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Industries

Here are just a few of the industries using FileInvite to get documents and files from their contacts.

MORTGAGE & FINANCE

Use FileInvite to request multiple supporting documents from a customer in a single invitation.

COMMERCIAL LOANS

Streamline your loan applications and the collection of supporting files.

ACCOUNTING

Schedule requests to your entire client base and close month end and year end faster with FileInvite.

LEGAL

Request all the documents you need to file a bankruptcy petition or client case, in a single invitation.

AGENCIES

Request multiple client documents for a new project in a single invitation.

HUMAN RESOURCES

Get all the documents and background information you need from a potential candidate.

EDUCATION

Manage transcripts, education history, applications and visas for all applicants in one spot.

Mortgage & Finance

Use FileInvite to request multiple supporting documents from a customer in a single invitation.
Give them an easy to use portal where you can monitor their progress.
Follow up using automated reminders by email or SMS.

MORTGAGE & FINANCE

Commercial Loans

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! 

COMMERCIAL LOANS

Accounting

Schedule requests to your entire client base and close month end and year end faster with FileInvite.
Give them an easy to use portal where they submit documents and you can monitor their progress.
Send timely automated reminders using email or SMS.

ACCOUNTING

Legal

Request all the documents you need to file a bankruptcy petition or client case, in a single invitation.
Review, reject and approve documents in an easy to read dashboard.
Sign and save all documents securely to your drive or cloud storage for audit purposes.

LEGAL

Agencies

 

Request multiple client documents for a new project in a single invitation.
Manage the collection of client data, supporting files and the working flies you'll need.
Ensue contracts, files and documents are all in order and out of your inbox.

AGENCIES

Human Resources 

 

Get all the documents and background information you need from a potential candidate.
Start the onboarding process for every new recruit with a welcome video and message.
Manage and store it all in one secure system.

HUMAN RESOURCES

Education

 

Manage transcripts, education history, applications and visas for all applicants in one spot.
Start the enrollment process for every new student with a welcome video and message.
Manage and store enrollments, certificates and files in one secure system.

EDUCATION

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No Credit Card Required. All Features Included. 

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