FileInvite logo

Description

FileInvite is a leading document collection and e-signature solution designed specifically for the financial services and lending industries. It simplifies the process of gathering necessary documents from clients, ensuring a secure and compli...

Videos (1)

1

Use Cases

Key Features

  • Real Time Synchronization
  • Collaboration Tools
  • File Sharing
  • Authentication
  • Document Capture
  • Data Security

Made For

Industries

  • Banking
  • Credit Unions
  • Mortgage Lending
  • Financial Services
  • Insurance

Customer Segments

  • Small Businesses
  • Mid-size Businesses
  • Large Enterprises

Supported Platforms

  • Web
  • Mobile

Pros

  • Streamlines document collection process, reducing manual effort
  • Improves loan cycle times and overall efficiency
  • Enhances data security and compliance with industry standards
  • Offers seamless integrations with popular CRM and storage platforms

Cons

  • Potential learning curve for users unfamiliar with document automation tools
  • Reliance on client access to the online portal for document submission
Company Name
FileInvite
Year Founded
2013
HQ Location
Lehi, Utah
LinkedIn
51-200 employees
@FileInvite
1K-5K followers

No reviews yet

Be the first to share your experience with this product

Current average rating is based on research conducted at Exafol

Frequently Asked Questions