Automated document collection and client portal for workflow productivity
Collecting information from clients doesn't need to be difficult. If you're still using email for document-heavy processes, it's time to meet FileInvite.
At FileInvite, we're transforming the way lenders request and collect files. Our client portal makes it easier and more secure to request, track, review, and approve documents.
With FileInvite, internal workflows are improved and borrowers have a better experience -- so you can close more deals, faster.
FileInvite is the gold standard for information and document collection, trusted by thousands of customers worldwide. By automating information collection in document-heavy workflows, FileInvite helps you create a seamless digital experience for your clients -- with time to close improved by as much as 50%.
With FileInvite, you can request documents using a secure, branded customer portal that's easy for clients to use -- no passwords or downloads are required. Clients digitally complete, sign and upload files. And automated text and email follow-ups -- with constant tracking and visibility -- mean your team saves significant admin time.
FileInvite delivers operational efficiency and is easily integrated with existing software using open APIs, so you can extend the capabilities of your CRMs, legacy databases, workflows and email systems.
What do top mortgage professionals say about using FileInvite?
"It gives you back valuable time for another deal." - Hamish P.
"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." - Mark M.
"Clients have given me nothing but positive feedback on the ease of use from the end-user experience." - Renee G.
"FileInvite has been a vital tool empowering our clients to easily provide us with the documents and information we need." - Michele M.
"Increased productivity. Decreased frustration." -- Richard F.