FAQ

• Who founded FileInvite and why?

  FileInvite was founded by James Sampson after experiencing firsthand the frustration of collecting complex documentation from clients using spreadsheets, emails, and shared folders — a process that consistently led to delays, missed deadlines, and poor client experiences. In 2015, he built FileInvite to solve that problem directly, creating a structured, automated way to request, track, and receive documents that kept both internal teams and clients aligned throughout the process. The impact was immediate, dramatically reducing turnaround times and the administrative burden that comes with chasing paperwork. What started as a solution to a universal operational pain point quickly resonated with commercial lenders and financial services professionals who understood better than anyone the cost of document chaos — and the value of getting it right.

• How long has FileInvite been serving commercial lenders?

  FileInvite was built in 2015 and has since secured over 30 million files and served over 700,000 client portals across various industries. We've been serving commercial lenders since our earliest days, helping community banks, regional banks, credit unions, commercial finance companies, SBA lenders, and private lenders streamline their document collection workflows. Over that time, we've developed deep expertise in the unique requirements of commercial lending, including complex multi-party transactions, extensive documentation needs, compliance requirements, and the importance of providing a professional borrower experience that reflects well on your institution.

• Who are your typical customers in commercial lending?

  Our customers include regional and community banks, credit unions focused on commercial lending, commercial finance companies and brokers, SBA lenders, hard money lenders, private lenders, and specialty lenders focused on commercial real estate and business lending. Notable customers include BayFirst, 7A Capital, and Fundera by NerdWallet. These organizations range from small commercial finance companies processing dozens of loans annually to large regional banks handling thousands of complex transactions. What they have in common is a commitment to providing excellent borrower experiences while maintaining efficient internal operations and rigorous compliance standards. We work with lenders across all 50 states.

• What's your company's approach to data security for sensitive financial documents?

  Security is fundamental to everything we build. We maintain SOC 2 Type II certification, demonstrating our commitment to rigorous security controls and processes. We're GDPR compliant and securely hosted on AWS, one of the world's most trusted cloud infrastructure providers. All plans include multi-factor authentication, document virus detection, and comprehensive audit trails for compliance. We employ bank-level encryption for data in transit and at rest, plus customizable access controls to ensure only authorized individuals can view sensitive financial documents. Our security infrastructure is designed specifically for financial institutions handling tax returns, financial statements, personal identification, and other confidential borrower information. We understand that in commercial lending, a security breach doesn't just risk data — it risks your reputation and your borrowers' trust.

• Is FileInvite hiring?

  Check our Careers page at fileinvite.com/careers for current openings. We're always looking for talented individuals passionate about improving how commercial lenders and other professionals collect and manage information. We value team members who understand the challenges financial institutions face and are committed to building software that solves real problems. If you're interested in working with a team that's transforming document collection for commercial lending, we'd love to hear from you.

• How can we stay updated on product releases and commercial lending insights?

  Visit our Blog for the latest tips, tricks, and tactics for commercial lending, including best practices for document collection, borrower communication strategies, and workflow optimization ideas. Browse our Resource Library for videos, eBooks, webinars, and reports focused on improving commercial lending operations. Check our Press page for the latest company news and product announcements. You can also access our Help Center at help.fileinvite.com for product guidance, feature documentation, and updates on new capabilities. We regularly publish content specifically for commercial lenders to help you stay informed about industry trends and get the most value from FileInvite.