COMMERCIAL LOANS

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.

FileInvite rated 4.75

HubSpot Video

Tony from 7(A) Funding drastically reduces processing time with FileInvite.

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HubSpot Video
VIDEO

Discover a better way to collect client information

FileInvite replaces email when requesting information.

Calculate the ROI of Fileinvite for Commercial Loan Processes

SAVE TIME

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.

SCALE FASTER

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. 

HAPPIER CLIENTS

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.

GET SECURE, STAY COMPLIANT

Bank-Grade Security

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.

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FileInvite - Excellent support
GET SET UP FOR SUCCESS

Excellent Support

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.

GET MORE DONE

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.

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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.

Transfer Requests

Never lose track of a deal because a team member is away. Transfer Invite (request) ownership to a team member in one click.

Easy Automation

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

 


 

TIPPING POINT

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.

RESULTS

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."

FEATURES

Save hours each week with easy-to-use automation

When deadlines loom, there are better things to be doing than chasing clients for information.

AUTOMATED DOCUMENT COLLECTION

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.

 

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CLIENT PORTAL

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.

 

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DIGITAL SIGNATURES

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.

 

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DOCUMENT GENERATION

Automate your information requests

Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal.

 

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API & INTEGRATIONS

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.

 

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ADMIN DASHBOARD

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.

 

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SUCCESS STORIES

Hear from just a few of our thousands of happy customers

FileInvite rated 4.75

HubSpot Video

Loan document turnaround times drop from 42 to 15 days
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“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."

Delight your clients with the FileInvite experience