COMMERCIAL LOANS

Cut turnaround times on
commercial loans in half

Gather all supporting documents required for a developmental,
SBA, CDC or 504 loan in record time.

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Keeping track of emails and documents for loan applications is a nightmare!

Sending reminders, managing the flow of documents and keeping the process rolling, can be taxing on your relationship with clients.
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Ryan Murdock - Fundera
Ryan Murdock from Fundera took their loan document collection times down from 42 to 15 days!

Start your free trial!

No Credit Card Required. All Features Included. 

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What are the benefits of document
collection software?

Manually managing credit applications is a painful process.  FileInvite removes
those pains. Here are the top ways document collection software can help
improve your business processes

 

Save Time

The right document collection can help you save
hours in administrative workflows.

In fact, by using FileInvite you can boost business
productivity by an average of 35%.

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Save Money

Getting time back allows you to work directly on your business.

Get more leads and improve the customer experience to
turn those leads into full-fledged customers.

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Have Happier Clients

A sleek client portal makes a great first impression with
clients.

Make document uploading from any device easy for your
clients and send them automatic reminders on upcoming
due dates.

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Increase Privacy & Security

Emails are a vulnerable way to transfer and store
information.

FileInvite pulls sensitive documents out of your inbox,
ensuring your clients' personal information is stored in a
safe, secure place.

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Success stories

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It's saving us a massive amount of time.
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David Windler

Mortgage Supply Co

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It starts things off on the right foot.
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Alexandra Jumper

Aprio Cloud

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Takes the pain out of the process for clients.
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Patrick O'Brien

Mortgage World

quote
Before FileInvite was like the dark ages.
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Sarah Bloxham

Let's Talk

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Our clients love the simplicity and flexibility.
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Michele Mansfield

Equity Vision

VIEW MORE STORIES

You're in good company

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