Cut Turnaround Times on Commercial Loan Document Collection by 80%
Gather all the documents, signatures, files, and data required for a commercial loan in record time. Discover why one-third of all brokered loans in Australasia are powered by FileInvite.
Tony from 7(A) Funding drastically reduces processing time with FileInvite.
Discover a better way to collect client information
FileInvite replaces email when requesting information.
Calculate the ROI of Fileinvite for Commercial Loan Processes
Boost Team Productivity by an Average of 35%
Gone are the days of requesting documents from clients via email. Our customers have experienced an average 34% decrease in document return turnaround.
Efficient Processes Unlock Opportunity
Getting hours of staff time back presents a massive opportunity to scale operations, as many of our customers have successfully done.
⅓ of Brokered Loans in Australia are Powered by FileInvite
We've collected over 7,000 5-star reviews from people just like your clients. FileInvite is built to provide the best possible experience to you and your clients – with your name on it.
Don't settle for less. A secure and reliable solution, FileInvite is SOC 2 Type 2 compliant, with 256-bit encryption, advanced user-provisioning, and has a 99.9% uptime guarantee.
We're only happy when you succeed.
Our customer support team has received a consistent 5/5 score across over 100 reviews in Capterra & G2.
Easy to Implement
Send your first invite in 5 minutes. Enhance the experience of your staff and clients quickly by automating time-consuming tasks.
FileInvite reduces the steps to a returned request by 5 times compared to requesting information via email. Get hours back each week.
Save hours each week by automating your document collection
Optimize your document workflow
Poor document workflows impact much more than just your profits.
Auto PDF Conversion
Never worry about improper formatting again. FileInvite can automatically convert your returned documents to PDF.
Set Naming Conventions
You set the naming conventions of each request you make, so when your requests are returned to you – it's clear what they are.
Never lose track of a deal because a team member is away. Transfer Invite (request) ownership to a team member in one click.
Let our system do the leg work, while you work on your client relationships.
"The amount of time that a McCambridge Duffy employee is required to spend on a case has been reduced by more than eight times."
- 8x Time Saved
- Increased Capacity
- Clients Doubled
The traditional methods relied on for document collection were time-consuming. Generally, the company used the postal service, email, and occasionally, WhatsApp to coordinate their document collection.
As volumes grew it became increasingly challenging to deliver the quality of service McCambridge Duffy Group is known for. Because the process wasn’t very intuitive, interactions with the firm were often difficult—a far from ideal first experience for their clients.
87.5% decrease in request return time.
Processes that previously took the firm’s practitioners forty days, now take five.
Client feedback has been excellent. They report being able to quickly and easily upload documents whether they’re working on their desktop or using a mobile device.
"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."
Save hours each week with easy-to-use automation
When deadlines loom, there are better things to be doing than chasing clients for information.
Stop chasing clients for documents
Gone are the days of requesting documents from clients via email. Our customers have experienced an average 34% decrease in document return turnaround, and we've collected over 7,000 5-star reviews in the process.
Impress your clients and your colleagues
Request all the files you need from your clients in one system. Your clients are then guided through an intuitive portal experience and followed up with friendly reminders as your due date approaches.
Make contracts a breeze
With FileInvite's legally-binding eSignature technology, you can easily request single or multiple-party signatures on contracts, agreements, and applications. FileInvite was named a 2021 emerging favorite in Gartner's Capterra Digital Signature category.
Automate your information requests
Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal.
Integrates with your existing tools
Sync returned files with Google Drive, Dropbox, OneDrive, Box & more. And use API or Zapier to send returned form data to your desired destinations.
Get visibility across your workflow
Request, review, approve and manage documents in one dashboard. Staff can do this at an individual level, and managers can have a team view.
Hear from just a few of our thousands of happy customers
Loan document turnaround times drop from 42 to 15 days
“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.”
"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!
“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."