FileInvite drives growth by increasing efficiencies and improving end-user experience. 

New Jersey credit union improves member experience & accelerates loan origination with FileInvite

Discover how FileInvite's document upload portal streamlined a New Jersey credit union's document collection process, resulting in:

  • Enhanced member experience
  • Accelerated loan processing
  • Elimination of operational bottlenecks


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Bayfirst Financial Logo

Digitizing document collection processes helps Top 10 SBA lender handle more loans

Driven by an increase in demand, Matt Nicolosi and the team at BayFirst quickly found and implemented FileInvite and were able to meet demand.

"FileInvite has delivered massive efficiency gains for us. It’s [given us] huge time savings, that we never would have been able to achieve without it."


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fundera by nerdwallet (1)

Fundera slashes loan document processing from 42 to 15 days using FileInvite

Discover how FileInvite transformed Fundera's operations, significantly reducing loan documentation turnaround times from 42 to 15 days. 

"Turnaround times for loan documentation dropped from 42 to 15 days and we were able to roll out the system to the entire team in no time."


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CREDIT UNIONS | USA

New Jersey credit union improves member experience & accelerates loan origination with FileInvite

 

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HARD MONEY LENDING | USA

California hard money lender uses FileInvite to drive efficiency & strengthen brand image

 

 

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BANKING & LENDING | AUSTRALIA

Bank Australia experiences fewer backlogs and a faster 'time to yes'

 

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ACCOUNTING | USA

Exceptional first impressions and customer service through automated document requests

 

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LEGAL | IRELAND

Digitization Drives Growth, Slashing Document Collection Time by 87.5%

 

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BANKING & LENDING | UNITED STATES

Top 10 SBA Lender Processes 12 Months of Loan Volume in Just 2 Months

 

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FINANCIAL SERVICES - MORTGAGE | UNITED STATES

How 3-Person Firm Manages $100 Million in Transactions Per Year

 

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BANKING & LENDING | UNITED STATES

How 7(A) Funding Reduced Time Spent Collecting Documents by 83%

 

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BANKING & LENDING | UNITED STATES

How Fundera Slashed Loan Document Turnaround Times by 64.3% (from 42 to 15 days)

 

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EDUCATION | UNITED STATES

How Third Decade Identified and Optimized Inefficiencies in Their Document Workflow

 

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PROFESSIONAL SERVICES - MARKETING | CANADA

How Driving Success Improved Content Request Workflows with Branded Client Portals

 

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  • Utah CDC
  • capital cdc
  • VLG
  • Benetrends-Financial
  • MCDC
  • E8CDC
  • first choice
  • CapStar
  • “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."

  • "We really had to find something to keep up with the pace of sales, a way to scale, other than continue to hire people that cost a tremendous amount for us to have on staff."

  • "FileInvite has been great to work with. The team has been very accommodating in helping us with our needs. It’s a good solution, the implementation was painless and very efficient. They were always there when there was a need."
  • "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."

  • "The amount of time that an employee is required to spend on a case has been reduced by more than eight times."

  • “FileInvite and Fortiro have made document collection and verification easy. We send our customers an invite requesting information, and the software does the rest. It automatically follows up, issues reminders, and sends all scanned documents to a single portal."

  • “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.”

  • “Implementing FileInvite has allowed staff to focus on providing more meaningful advice to each client even as the number of clients has more than doubled.”

  • "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."

  • "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.

Delight your clients with the FileInvite experience