FileInvite
4.6
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)
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
LinkedIn
51-200 employees
@FileInvite
1K-5K followers
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Current average rating is based on research conducted at Exafol