Fileinvite
FileInvite is a document collection platform designed to streamline and secure the process of gathering and managing documents for complex lending and financial services. The platform offers a centralized, automated solution for requesting, receiving, and managing documents, featuring a secure client portal that accelerates loan processing, reduces operational costs, and enhances multi-party workflows. FileInvite provides real-time visibility, full audit trails, and an improved borrower experience, including AI document matching, e-signatures, dynamic renaming, document approval, bulk and scheduled sends, post-close servicing document workflows, automated third-party document requests, and cloud storage synchronization. Trusted by lenders handling substantial document collections and high collaboration, FileInvite maintains bank-grade security and compliance with SOC 2 Type II and GDPR standards. The platform enables lenders to collect documents 64% faster, process six times more loans, and save at least 10.5 hours per user per week.
Features
- Secure client portal for document collection
- Automated document requests and reminders
- AI-powered document matching
- E-signatures for contracts and agreements
- Dynamic file renaming and document approval workflows
- Bulk and scheduled document sends
- Post-close servicing document workflows
- Automated third-party document requests
- Cloud storage synchronization
- Real-time visibility and full audit trails
- Bank-grade security and compliance with SOC 2 Type II and GDPR standards
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