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    3 min read

    Behind the Scenes: Why Back Office Automation Improves Credit Union Member Satisfaction

    FileInvite: Jul 1, 2025

    AI Blog Series - Part 2. See part 1 here. Slow file processing, missing documents, and manual tracking don’t just frustrate staff—they create delays members typically notice and factor into their choice of where to do business. By streamlining...
    Banking
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    3 min read

    From Friction to Flow: How Credit Unions Use AI to Accelerate Lending Without Sacrificing Member Relationships

    FileInvite: Jun 25, 2025

    AI Blog Series - Part 1. Manual workflows—especially during document collection and verification—slow down approvals, frustrate members, and burden staff. However, adopting AI-powered automation doesn’t have to mean sacrificing the human touch. When...
    Commercial Lending
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    1 min read

    FileInvite Launches Connected Workflows for Lending Document Collection

    FileInvite: Apr 9, 2025

    DENVER, CO – April 10, 2025 – FileInvite, a leader in secure document collection software for the lending industry, today announced the launch of Connected Workflow integrations, enabling seamless embedding of its platform into existing customer...
    Product Update
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    Guides 
    SBA lenders talking to borrowers

    SBA Form 1919: Everything You Need to Know to Keep Borrower Information Safe

    Safeguard borrower information with ease by learning the ins and outs of SBA Form 1919 for 7(a) loans, ensuring a secure lending process.

    READ THE GUIDE ➜

    Loan Officer Efficiency

    6 Tools that Improve Loan Officer Efficiency

    Boost your loan officer efficiency with these 6 powerful tools designed to streamline your workflow and optimize results.

    READ THE GUIDE ➜

    Personally Identifiable Financial Information

    10 Most Common Types of Personally Identifiable Financial Information

    Financial institutions must understand personally identifiable financial information in order to prevent disclosing it. Here are some of the common types.

    READ THE GUIDE ➜

    Latest Press Releases
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    FileInvite Wins 2022 “High Growth Exporter of the Year to the USA” Award

    FileInvite: Dec 13, 2022

    DENVER, Colo.— Last month at the AmCham – DHL Express Success & Innovation Awards Gala in Auckland, New Zealand, FileInvite won the 2022 “High Growth Exporter of the Year to the USA” award. The...
    Press
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    FileInvite Establishes US Headquarters in Colorado to Support Rapid Growth

    FileInvite: Jun 1, 2021

    DENVER – June 2, 2021 FileInvite, a document and data collection platform provider, founded in New Zealand, announced today it has selected Colorado as the location for its U.S. headquarters and...
    Press
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    Ready to remove document collection as a bottleneck your complex loan workflow?

    See how FileInvite helps financial institutions accelerate complex commercial and small business loans, scale volume with existing teams and reduce documentation risk while your loan origination system, document storage and CRM keep doing what they do best.


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