PRODUCT

Product

Request information from clients.
Get it back faster than before.
EXPLORE FEATURES

FileInvite Portal™

A secure portal that your clients can access from any device.

Forms & e-Signatures

Create, share and complete online forms with digital signatures.

Admin Dashboard

Request, review, and manage documents in one dashboard.

Templates

Save regular information requests for reuse, sharing and compliance.

Smart Notifications

Set due dates, schedule requests and automate client reminders.

Security & Access

Secure client data and files, log audit trails and set access levels.

API & Integrations

Connect FileInvite to your existing systems with ease.
LENDERS

Industries

Automate your document collection process and accelerate your time to revenue.

EXPLORE ALL INDUSTRIES

COMMERCIAL LENDING

Banks

Commercial Finance Brokers

Credit Unions

SBA Lenders
RESOURCES

Resources
READ CUSTOMER STORIES

Case Studies

Read how people have transformed businesses with FileInvite.

Blog

The latest tips, tricks and tactics to get your work flowing.

Resource Library

Browse FileInvite videos, eBooks, webinars and reports.

Help Center

For the latest product guidance, tips & tricks.

About FileInvite

Where we started, and where we're going.

Email vs. FileInvite

Why have so many businesses made the switch to FileInvite?
PRICING

Plans & Pricing

See plans & pricing for FileInvite for Lending
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Industries

FileInvite is designed for commercial lending organizations, however customers in many other industries also benefit from our collaborative and versatile document collection solution.

Commercial Lending

FileInvite delights commercial lending institutions and their customers by reducing loan processing time, mitigating risk around the collection of sensitive information, and increases loan approval rates.