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Create a fillable 1003 form

  

With our live forms tool you can create a uniform residential loan application form just like a Freddie Mac or Fannie Mae 1003.

Simply upload a standard PDF 1003, word document, or a version tailored to your needs, add form fields and you're ready to go. 

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Instant 14-day access. No credit card required. 

Here's how it works

Import PDF or word document

Bring your exiting print ready documents online and overlay form fields where you would like to collect data.

Select data collection fields

Add text boxes, radio buttons, date fields and even areas to sign or initial. Add drop down options to limit choices.  

Share with your clients 

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

 

 

Automated client data and document collection on one smart platform

Collect documents swiftly and efficiently, wherever your clients may be. 

FileInvite is designed to achieve exactly this. Through a range of powerful features — supported by our API and multi-system integrations — we streamline the entire process of client data and document collection. Efficiency, effectiveness, security and compliance are all within your grasp when you put our smart platform to work.

Here's how FileInvite will save you hours in chasing clients for document.

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Send Invites
Auto Follow Up

Send Invites and automate reminders

Keep your clients in the loop with automated email and SMS reminders and updates.

Invite your customers to submit data using email and SMS.  Set a due date and FileInvite sends follow up reminders to them automatically. 

Collect client data, sign contracts, and request supporting documents

Use templates and automated features to quickly craft, generate and send information requests. 

Direct customers to the FileInvite client portal, where they can upload documents, complete forms, sign contracts and check their progress.

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Digital Signatures
Forms & Documents
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Central Dashboard
Admin Portal

Manage it all in one dashboard

Eliminate stress and anxiety for everyone involved — staff, clients, and yourself included!

Approve, reject or request replacements, until you receive the right documents. See where every client is at using our central dashboard.

Native Integrations, Zapier and API

Free up your staff to focus on more important aspects of your business, supporting higher-value tasks and reducing admin costs.

Seamlessly sync returned information with your cloud storage service, aggregator or CRM.

API, Integrations and Zapier
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Native Integrations

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.

 Chris Rivers

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

 JILL POLLACK

Start using FileInvite for free!

No Credit Card Required. All Features Included. 

You're in good company

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