Is Your Borrower Portal Truly Borrower-Friendly? Explore the five key elements of a borrower-friendly portal: ✅ Cross-platform compatibility: ensure seamless access across devices for mobile users. ✅ Streamlined communication: eliminate unsecured email exchanges with a secure platform. ✅ Seamless onboarding: provide clear directions for easy information submission. ✅ Easy access to loan information: offer a central hub for submitting applications and accessing loan details. ✅ Enhanced security: protect borrower data from unauthorized access and cyberattacks. To learn more about how you can elevate your lending operations, simplify processes and enhance the customer experience, link in the comments section ⤵ #commerciallending #lenders #lendingsoftware #efficiency #customerexperience #fileinvite
FileInvite
Software Development
Document & data collection on autopilot: Improve efficiency, customer experience & security to gain pipeline visibility.
About us
FileInvite will transform the way you collect information from your clients – hassle free and on time. No longer do you have to receive multiple emails from clients, files that are too big, the wrong data, late files and sometimes nothing at all. We have made the process simple. All you have to do is create and send a FileInvite with the information you require. Clients can then upload documents or flies, complete forms and sign contracts digitally - all in their own secure client portal. You can tick information off the check list as you receive it and send automated reminders to motivate clients if required. You can download the files at any stage straight to your computer or sync with your favourite cloud storage or CRM. With FileInvite you stay in control, impress your clients with professionalism and more importantly, save time and money. FileInvite solves the issue of collecting information from clients in a range of different industries including: • Banking • Mortgage brokers • Accountants/Financial advisors • Lawyers • Insurance brokers • Website design • Digital agencies • Advertising/Media • Construction industry • Councils • Office administration • Education • HR Onboarding • And more…
- Website
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http://www.fileinvite.com
External link for FileInvite
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- Auckland
- Type
- Privately Held
- Founded
- 2015
- Specialties
- document collection , digital signatures, secure client portals, CRM Enrichment, workflow automation, and onboarding
Products
FileInvite
Document Management Software
Countless businesses worldwide rely on commercial lenders to make their dreams a reality. Unfortunately, outdated document collection workflows make the commercial loan process slow and painful for all parties involved. FileInvite revolutionizes these workflows, allowing you to close more loans, faster. Using our proprietary document portal technology, FileInvite accelerates and automates your document collection and information organization processes, while providing a much improved customer experience. The result? Faster loan closures, a better customer experience and automated processes that scale with your organization.
Locations
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Primary
8 Rockridge Avenue
Penrose
Auckland, NZ
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1800 Wazee St
Suite 300
Denver, Colorado 80202, US
Employees at FileInvite
Updates
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Welcome to the team, Olivia Soper 👋 Olivia is our new dedicated Senior Product Designer, bringing a wealth of design experience and expertise, especially in simplifying complex workflows into seamless experiences. We're excited to see the innovative designs you'll bring to our projects. In her free time, you can find Olivia sewing, doing Pilates, or reconnecting with nature through hikes, swims, or camping. Please join us in welcoming her in the comments below ⬇ #newhire #welcome #product #designer #fileinvite
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Did you know the loan servicing software market is projected to grow from $3.1 billion in 2023 to $7.8 billion in 2030? Commercial lending software is transforming the way lenders operate, enabling them to accomplish more while streamlining processes. Here's a breakdown of the major types of commercial lending software and how they can make a big impact on your organization: 1️⃣ Loan Origination Systems (LOS): simplify loan origination and improve the customer experience. 2️⃣ Loan Management Systems (LMS): effectively track and manage loans with automated reminders and analytics. 3️⃣ Credit Scoring and Risk Assessment Software: identify credit risk indicators with data analysis. 4️⃣ Collateral Management Systems: enhance risk management and automate default processes. 5️⃣ Portfolio Management Systems: make informed decisions and align loan portfolios with organizational goals. 6️⃣ Compliance and Regulatory Software: stay compliant with regulations and track important dates. 7️⃣ Loan Servicing Platforms: simplify payment collection and improve the customer experience. 8️⃣ Document Management Systems (DMS): streamline loan document processing and enhance security. 9️⃣ Workflow Automation Software: automate manual processes and reduce human error. 🔟 Digital Lending Platforms: embrace digital-first lending and cater to mobile app users. By embracing the right commercial lending software or combinations of tools, your organization can boost productivity, enhance customer experience and ensure compliance with ease. To learn more, link in the comments section ⤵ #commerciallending #lenders #lendingsoftware #efficiency #customerexperience
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One of the highlights of NAGGL (National Association of Government Guaranteed Lenders) Spring Conference was undoubtedly getting to meet some of our customers in person. 📸 A moment captured with Jill Gassen from B:Side Capital + B:Side Fund. It's always great to connect face-to-face and share insights and experiences. A huge shoutout to Rachel Russell for capturing this moment! Feeling grateful for the meaningful connections we've made in Nashville, from diving deep into SBA changes to streamlining processes with colleagues. #naggl #sba #sbalending
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Looking to supercharge your lending process and achieve peak efficiency ❓ Over 33% of lenders are already using automation in their underwriting process! By leveraging loan automation, lenders can streamline loan origination, underwriting and servicing stages - improving the customer experience with faster processing times and less frustration. To learn more about how you can embrace the power of automation and stay ahead in the competitive lending landscape, click the link in the comments section ⤵ #loanautomation #loans #lenders #technology
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In December 2023, a ransomware attack disrupted operations at 60 Credit Unions, highlighting the growing threat faced by these institutions from cybercriminals. To safeguard sensitive member data and maintain trust, Credit Unions must prioritize proactive risk management strategies. Here are five winning risk management strategies: 1️⃣ Perform Risk Assessments: evaluate compliance with cybersecurity best practices using tools like NCUA's Automated Cybersecurity Evaluation Toolbox (ACET). 2️⃣ Conduct Ongoing Training: invest in continuous security training to educate employees about common risks. 3️⃣ Leverage Technology Solutions: safeguard data by using encrypted document sharing portals and robust cybersecurity software to monitor for unusual activity. 4️⃣ Increase the Cost of Attacks: implement strong authentication protocols to make it more challenging and costly for attackers to succeed. 5️⃣ Establish an Incident Response Plan: develop a comprehensive plan that covers every aspect of cyberattacks, including prevention and continual enhancement following an incident. By implementing these strategies, Credit Unions can mitigate cybersecurity risks and safeguard their members' data. To learn more, link in the comments section ⤵ #creditunion #members #technology #loans #cybersecurity #security
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Join FileInvite at NAGGL (National Association of Government Guaranteed Lenders) Spring Conference from April 23rd - 25th❗ Stop by Booth #57 to learn how our simple and collaborative solution can help SBA lenders like you accelerate your time to revenue while reducing regulatory risk. Discover how FileInvite can help you to: ✅ Request and collect documents up to 80% faster ✅ Increase application completion rates by upwards of 30% ✅ Automatically reduce unresolved loan exceptions Boogie down to our booth to learn more! #naggl2024 #naggl #sba #sbalenders
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FileInvite has some new, exciting opportunities! We're seeking two dynamic Sales Development Representatives to join our vibrant team in Auckland, NZ. Work closely with Michael Chang (VP of Sales & Customer Success), to make a real impact and shape the future 🚀 If you want to experience the startup life and enjoy making an impact, check out the position here ➡ https://lnkd.in/gsebptP2 #sales #tech #technology #hiringnow #job #jobsearch #fileinvite
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Are you still relying on paper-based processes and unsecured email attachments❓ Upgrade to a secure document portal for improved efficiency, better communication, and enhanced protection of sensitive information. Explore the full benefits of secure document portals in this guide ➡️ https://hubs.ly/Q02ppWYb0 #documentportal #boostefficiency #collaboration #sensitiveinformation #data #documents #filesharing
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🔊 The Senate is voting on funding bills today, and there might be delays leading to a partial shutdown for some agencies. But we have great news! The Small Business Administration (SBA) and its support programs are safe from any impact as reported by NAGGL (National Association of Government Guaranteed Lenders), you can rest assured that your small business is protected. What about the SBA funding? It's all sorted in a separate bill set to expire on March 22. Let's dive in: how are you safeguarding your business during political changes? We'd love to hear your thoughts! #sba #sbaloans #smallbusiness #smallbusinessowner #naggl