FILEINVITE FOR COMMERCIAL LOAN BROKERS

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.

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INCREASE EFFICIENCY

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
Eliminate time wasted during the document collection process
Automate and replicate your workflow as your business grows
PROCESSES THAT SCALE

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
IMPROVED CLIENT EXPERIENCE

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
Centralized communication makes for happier clients
Automate the manual part of your job so you can assist your clients
SECURE FINANCING FASTER

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.

FileInvite creates an exceptional experience for borrowers, government guaranteed lenders and banks

Editable Document Checklists

Save groupings of read-only documents, requests for information and fillable PDFs to send to re-use and re-send to clients on an ongoing basis.

Automated Reminders 

Set the date that you want all documents returned to you, and FileInvite will send out automated reminders over Email and SMS on your behalf.

Create Fillable Forms & E-Signatures

Transform existing documents and forms into fillable PDFs that your clients can complete and sign, whether they're on their computer or their phone.

Automatic PDF Conversions

No more having to convert returned files into a consistent format - FileInvite will automatically convert all returned legal documents into PDFs.

Automatic Compliance

FileInvite maintains a complete audit trail of document requests, submissions, and actions taken. This feature helps in tracking the progress of projects and ensures accountability within the team.

Automatic File Renaming

Based on the naming convention of your Invites, FileInvite will automatically and consistently rename all returned legal documents and files.

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.