FileInvite provides secure document collection software that automates workflows for gathering critical documents, significantly reducing processing time and operational bottlenecks. By streamlining document management, the platform enables businesses to accelerate funding cycles and enhance customer satisfaction through improved transparency and efficiency.
Funding
$13.6M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Collecting necessary documents from clients is often a slow, manual process involving email chains and disparate systems, leading to delays in funding and operational inefficiencies. This can result in bottlenecks, increased processing times, and a frustrating experience for both businesses and their customers.
Solution
FileInvite provides a secure document collection platform that automates workflows for requesting, receiving, and managing critical documents. The platform streamlines document management by providing a secure portal for clients to upload documents, automated reminders, and a centralized dashboard for administrators to track progress. By automating these processes, FileInvite reduces processing time, improves operational efficiency, and enhances the customer experience through increased transparency and faster turnaround times. The platform also integrates with existing systems via API to strengthen and scale existing workflows.
Target Audience
FileInvite primarily serves community banks, credit unions, hard money lenders, and other lending institutions looking to accelerate loan origination, improve customer experience, and reduce regulatory risk. The platform also caters to accounting, education, legal services, mortgage lending, and professional services.
Features
- Secure client portal accessible from any device for easy document uploading
- Automated reminders and notifications to prompt clients for outstanding documents
- Customizable templates for frequently requested document sets, ensuring compliance
- Fillable forms and e-signatures to streamline data collection
- Centralized admin dashboard for requesting, reviewing, and managing documents
- Role-based access controls and audit trails to ensure data security and compliance
- Native integrations and API for seamless connectivity with existing software and systems
- SOC 2 Type 2 compliance, ensuring secure handling of Personally Identifiable Information (PII)