MORTGAGE & LOANS

Save over Two Hours per Mortgage Loan Application with Automated Document Collection

Gather all the documents, signatures, files, and data required for a loan application in record time. Discover why one-third of all brokered loans in Australasia are powered by FileInvite.

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Discover a better way to collect client information

FileInvite replaces email when requesting information.

You can’t close loans without documents

FileInvite reduces the effort and frustration associated with collecting all kinds of information – bank statements, ID documents, tax returns and payslips. You could be spending that time with family, learning, golfing, or generating new leads!

Does this sound familiar?

  • Your team is overwhelmed
  • Team inboxes are littered with sensitive client documents
  • Administrative costs prohibit you from taking on new clients, and revenue.
  • Clients find it difficult to return all documents on time – leaving your teams to chase them
  • There is no visibility on the status of requests
  • Information gets lost, emails bounce, and documents aren't returned
  • Deadlines are missed, and the application process drags on
  • You are worried that your existing document-handling processes are insecure
  • Stress and anxiety strike everyone - from your teams right through to students

Finally, a way to get on top of that inbox.

SAVE TIME

Boost Team Productivity by an Average of 35%

Gone are the days of requesting documents from clients via email. Our client-facing customers have experienced an average 35% increase in productivity as a direct result of implementing FileInvite.

SCALE FASTER

Efficient Processes Unlock Opportunity

Getting hours of staff time back presents a massive opportunity to scale operations, as many of our customers have successfully done. 

HAPPIER CLIENTS

⅓ of Brokered Loans in Australia are Powered by FileInvite

We've collected over 7,000 5-star reviews from people just like your clients. FileInvite is built to provide the best possible experience to you and your clients – with your name on it.

We caught up with David Windler, New Zealand Mortgage Broker Of The Year (and FileInvite client) to talk about increasing volume and efficiency in the mortgage business.

Hear how he manages very large volumes of supporting documents for loan applications.

What made you look for a better way of managing client documents?

I think collecting documents is the clunky part of what we do.

I think we can be as quick as we like with our internal processes to get things through to the lender, but getting them from clients in the first place in a timely and accurate manner, was always an issue.

How do your clients react to FileInvite?

Client feedback has been really good. In the early days when we started using FileInvite, we had repeat business clients who were used to dealing with us in the old way.

They gave us some great feedback once we started introducing FileInvite to them around how easy it was to use.

"The amount of time that a McCambridge Duffy employee is required to spend on a case has been reduced by more than eight times."

  • 8x Time Saved
  • Increased Capacity
  • Clients Doubled

 


 

TIPPING POINT

The traditional methods relied on for document collection were time-consuming. Generally, the company used the postal service, email, and occasionally, WhatsApp to coordinate their document collection.

As volumes grew it became increasingly challenging to deliver the quality of service McCambridge Duffy Group is known for. Because the process wasn’t very intuitive, interactions with the firm were often difficult—a far from ideal first experience for their clients.

RESULTS

87.5% decrease in request return time.

Processes that previously took the firm’s practitioners forty days, now take five.

Client feedback has been excellent. They report being able to quickly and easily upload documents whether they’re working on their desktop or using a mobile device. 

"Implementing FileInvite has allowed staff to focus on providing more meaningful advice to each client even as the number of clients has more than doubled."

FEATURES

Save hours each week with easy-to-use automation

There are better things to be doing than chasing clients for information to meet deadlines. Simplify your complex document workflows. 

 

AUTOMATED DOCUMENT COLLECTION

Stop chasing clients for documents

Gone are the days of requesting documents from clients via email. Our customers have experienced an average 34% decrease in document return turnaround, and we've collected over 7,000 5-star reviews in the process.

CLIENT PORTAL

Impress your clients and your colleagues

Request all the files you need from your clients in one system. Your clients are then guided through an intuitive portal experience and followed up with friendly reminders as your due date approaches. 

DIGITAL SIGNATURES

Make contracts a breeze

With FileInvite's legally-binding eSignature technology, you can easily request single or multiple-party signatures on contracts, agreements, and applications. FileInvite was named a 2021 emerging favorite in Gartner's Capterra Digital Signature category.

DOCUMENT GENERATION

Automate your information requests

Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal. 

API & INTEGRATIONS

Integrates with your existing tools

Sync returned files with Google Drive, Dropbox, OneDrive, Box & more. And use API or Zapier to send returned form data to your desired destinations.

ADMIN DASHBOARD

Get visibility across your workflow

Request, review, approve and manage documents in one dashboard. Staff can do this at an individual level, and managers can have a team view.

Delight your clients with the FileInvite experience

GET SECURE, STAY COMPLIANT

Bank-Grade Security

Don't settle for less. A secure and reliable solution, FileInvite is SOC 2 Type 2 compliant, with 256-bit encryption, advanced user-provisioning, and has a 99.9% uptime guarantee.

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INCREASE REVENUE

Close More Loans

Help your loan officers close 30% more deals on average, drastically improving your sales velocity. 

Get more deals and improve the customer experience to turn those deals into happy, referring customers.

GET MORE DONE

Easy to Implement

Send your first invite in 5 minutes. Enhance the experience of your staff and clients quickly by automating time-consuming tasks.

FileInvite reduces the steps to a returned request by 5 times compared to requesting information via email. Get hours back each week.

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GET SET UP FOR SUCCESS

Excellent Support

We're only happy when you succeed.

Our customer support team has received a consistent 5/5 score across over 100 reviews in Capterra & G2.

Optimize your document workflow

Poor document workflows impact much more than just your profits.

Auto PDF Conversion

Never worry about improper formatting again. FileInvite can automatically convert your returned documents to PDF.

Set Naming Conventions

You set the naming conventions of each request you make, so when your requests are returned to you – it's clear what they are.

Transfer Requests

Never lose track of a deal because a team member is away. Transfer Invite (request) ownership to a team member in one click.

Easy Automation

Let our system do the leg work, while you work on your client relationships.

Mortgage-specific features

These features are specific to mortgage lenders, brokers and banks.

Online Forms

Establish customers' needs fast with online fact find forms.

Digital Signatures

Complete disclosure documents, contracts and more, online in seconds.

Automated Follow Up

Add due dates and automatic client reminders to keep everything on time.

TFN Redaction

Available to AU customers only, as a part of the Mortgage Add-On. 

Bank Statements

Use our native CashDech or BankStatements integrations to request client statements

Cloud Storage

Sync everything to your cloud storage for easy access and retrieval.

Client Feedback

Manage all those important client reviews and referrals.

API & Integrations

Integrate with your CRM and aggregator workflows.

FILEINVITE

Trusted by thousands of happy customers

"The amount of time that an employee is required to spend on a case has been reduced by more than eight times."

“Sending reminder emails, sifting through attachments, and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients.”

“Sometimes there is an opportunity to work smarter rather than harder. FileInvite has delivered massive efficiency gains for us. It’s been a huge time saving that we never would have been able to achieve without it."

Delight your clients with the FileInvite experience