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 closing new deals!
Turnaround times are key.
You need to find a way to get on top of that paperwork.
David Windler - Mortgage Supply Co.
David, uses FileInvite to streamline workflows for his team. Read more →
Transform Your Business
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.
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.
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.
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.
