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!
Turn the arduous, into a delight!
It's hard when you're managing multiple client deals, hundreds of documents and differing circumstances with every loan.
The process can be long and arduous.
The answer is using document collection software.
Streamline the process. Give your clients a simple client portal, and securely store all your records in one spot.
With FileInvite you can get supporting files for commercial loans faster.
Close even complex SBA, CDC or 504 applications on time with seamless document collection.
Start using FileInvite for FREE
What are the benefits of using
loan document collection software?
Here are the top ways that document collection software can help improve your business processes:
Save time: Clients have seen turnaround times drop from 45 to 15 days using FileInvite.
Save money: Get documents signed online, save money in travel and couriers.
Client experience: Provide a secure client portal and remind them what's due via SMS or text messages.
Ensure privacy and security: Get those sensitive attachments out of your inbox and into a secure platform.
With streamlined document collection from FileInvite, you and your clients, can rest easy.