Chase your goals, not your clients 

Close more loans with automated loan document collection

 

 

Create a fillable fact find form

Use our live form builder to create an online version of your fact find and other mortgage forms today. Streamline the entire loan document process. No more headaches or confusion.


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Hunting for an interactive fact find form?

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. 

What is the form experience for my clients? 

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! 

 

How do I edit forms?

Use our intuitive form creation tool to create and edit your online forms.  

Here's how it works

1. Upload your PDF fact find or word document

FileInvite lets you bring your exiting print ready documents online and overlay form field areas where you would like to collect data.

2. Select areas for collecting data input

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.  

3. Share with your clients 

Share the document through FileInvite and request all of your supporting documents in a simple request checklist. 

 

 

FileInvite takes document collection to the next level

 

 

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REQUEST

 

Send an invite and reminders

Invite your customers to submit data using email and SMS. Then let FileInvite automatically send reminders to them as due dates draw close. 

Provide a secure client portal 

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. 

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COLLECT

 

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PROCESS

 

Manage data and documents in our dashboard

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.

 Leverage our API 

Seamlessly send the documents and data you have collected to your CRM or Aggregator.

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REPURPOSE

 

Process and close more loans 

Join thousands of mortgage professionals that save 2 to 3 hours processing time per loan
and provide an experience your customers will rave about!

TESTIMONIALS

Our Happy Clients

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.

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Great value for the price!
- Chris Rivers, USA.

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FileInvite helps me share the workload.
- Jill Pollack, Canada.

 Chris Rivers

Start your free 14-day trial today.