Fileinvite

byFileinvite

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

Product Details

Pricing
Subscription
Deployment
Cloud
Location
🇳🇿 Auckland, New Zealand
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