Collect loan documents up to 6x faster with FileInvite
You match entrepreneurs with the financing that can put their dreams into motion; FileInvite helps you get more deals closed, faster.
Commercial loan brokers like you trust FileInvite’s document portal technology to securely request and collect information, so you can get small businesses financed faster.
Streamline the always tedious document collection process
Use our turnkey and customizable document request checklists to easily and automatically send out requests for information.
When it comes to efficiently collecting required documents, you can:
- Easily gather KYC requirements
- Review and approve documents from within your admin portal
- Monitor checklist progress to prioritize your most engaged clients
- Progress clients with completed applications in real time
Scale and optimize your workflows as your business grows
Whether you’re a solo broker, or part of a rapidly growing organization, FileInvite allows you to standardize, automate and accelerate your various processes at scale.
That’s because FileInvite offers:
- Out-of-the-box integrations with common cloud storage solutions
- An enterprise-grade API to supercharge processes from behind the scenes
- Custom template, invites and user limits, to allow your plan to grow with you
Centralize communication and improve client experience
FileInvite ensures a seamless and client-centered loan application process, enhancing satisfaction and building strong and lasting relationships with your clients.
Your clients will love FileInvite’s:
- Automated reminders - which you can send via SMS or email
- Clear ‘Approved’ or ‘Revisions Needed’ statuses
- Centralized in-app messaging
- Top-of-the-line security features
Your clients get faster funding, and you accelerate your business.
While your clients come to you in need of funding, they’re not just looking for a loan: They’re looking for a trusted advisor who can set them on the path to success.
With FileInvite, instead of spend your days chasing your clients for documents, you can deliver the value that you're known for, while processing loans up to 6x faster.
Elevate Your Commercial Loan Brokerage to New Heights
Simplify operations, boost efficiency, and provide a seamless experience for clients. Trust FileInvite to be your valued partner in achieving operational excellence and fueling growth for your commercial loan brokerage.