Chase your goals, not your clients
With our live forms tool you can create an online fact find form in minutes. Start collecting customer due diligence data online today.
Upload your standard fact find or use our template. Just add form fields and you're ready to go.
It can be PDF, word document, or a version tailored to your needs.
Your clients get an easy to use client portal, accesible form any device where they can enter the data using a keyboard rather than printing it our, scanning, faxing and going through all that trouble of uploading it again or emailing it to you.
They can also e-sign or add their digital signature to the form too. Perfect for disclosure agreements!
Use our intuitive form creation tool to create and edit your online forms.
FileInvite lets you bring your exiting print ready documents online and overlay form field areas where you would like to collect data.
Add text boxes, radio buttons, date fields and even areas to sign or initial. If you need to be specific you can also add drop down options to limit choices.
Share the document through FileInvite and request all of your supporting documents in a simple request checklist.
Invite your customers to submit data using email and SMS. Then let FileInvite automatically send reminders to them as due dates draw close.
Clients can complete your forms and supply any additional items on their own secure portal on any device. Mobile, Tablet or Desktop.
They can save time hunting for a scanner and take a picture of files.
Pictures automatically rotate and save as a PDF to add to your files.
Use the intuitive FileInvite dashboard to review, approve, reject or request replacements, until you receive the right documents.
Perfect for managing your document workflow or outsourcing to a loan processor or virtual assistant as your business plan develops.
Seamlessly send the documents and data you have collected to your CRM or Aggregator. Back up and save files to your preferred cloud storage provider.
Join thousands of mortgage professionals that save 2 to 3 hours processing time per loan
and provide an experience your customers will rave about!
FileInvite is paving the way for more efficient document collection.
You too can save time and avoid confusion by streamlining the way you process documents with your clients.
Easy and safe to use!
- Lynne Ruddock, Australia.
Great value for the price!
- Chris Rivers, USA.
FileInvite helps me share the workload.
- Jill Pollack, Canada.