MORTGAGE AND FINANCE

Is your team frustrated with loan and mortgage document collection?

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Loath or love the process, you can’t close loans without documents!

The time you're spending hunting down bank statements, ID documents, tax returns and pay slips could be spent generating new leads!
Turnaround times are key.
You need to find a way to get on top of that paperwork.
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David Windler - Mortgage Supply Co.
David, uses FileInvite to streamline workflows for his team.
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What are the benefits of document
collection software?

Manually managing 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

Gain visibly across all your lending pipeline. See where every deal is at in the process and eliminate double handling in your administrative workflows.

In fact, using FileInvite can save at least 2 hours per loan application.

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Close More Deals

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 full-fledged, referring customers.

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Have Happier Clients 

Accessed in seconds on any device our remote, contactless client portal makes a great first impression with clients.  

Make document uploading is so easy for your clients and automatic reminders keep them progressing to 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

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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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