Solving the Greatest Challenge in your Document Workflow
Staff time spent chasing clients for documents quietly costs businesses billions each year.
Process 34% more applications than you did before FileInvite
Receive documents back 64% faster with FileInvite
Reduce cross-platforming by integrating with your CRM & Cloud Storage
Reduced Document Turnaround Times by 64.3% (from 42 to 15 days).png?width=116&height=30&name=fundera%20by%20nerdwallet%20(1).png){kind=small}
"We know from talking to our top brokers that this tool can save them anywhere up to two hours per application, so if you think about that, we've given well over 60,000 hours a year back to our brokers to be out there providing more service to more Australians.”
- Rainer Rhedey, Chief Digital Officer
"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."
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"FileInvite has made me much more productive. It keeps all the documents I need precisely where I need them and allows me to create my own templates. Increased productivity. Decreased frustration."
"An important component enabling our business to expand is the ability to share information and documents between our clients and every member of our growing team. FileInvite has been a vital tool empowering our clients to easily provide us with the documents and information we need. Our clients also love the simplicity and flexibility of FileInvite - and everyone always knows what information is outstanding. We love FileInvite!
"I love the fact that you can receive larger documents all at once, as opposed to having to break them up by sending via email. There are no downsides that I could find and it does everything I need.
"Before FileInvite was like the dark ages."
"It's saving us a massive amount of time."
"Our conversion rate is up and things are a lot quicker!"
"It gives you back valuable time for another deal."
"Does as it says - document collection on autopilot!"
"Set it and forget it — and still get what you need"
"FileInvite has saved us dozens and dozens of hours every month trying to chase content."
"It gives you back valuable time for another deal."
"Being able to send documents for signature along with having the customer securely upload their personal information has been very beneficial to our organization. Being a non-profit requires us to watch our costs and this has been very cost-friendly."
"I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow-ups for documents not yet received were also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end-user experience as well."
"I keep files out of my inbox and easily managed with FileInvite. It sets auto-reminders for my clients and I can customise the list of items I'm asking for to simplify the process. It also links to my other software like Box, Dropbox and Google Drive."
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