Close more loans

with automated document collection
  • Get docs faster
  • Speed up processing
  • Increase conversion rates
  • Have happier clients
  • Get more referrals
  • Close more loans

Exclusive offer: Mortgage add-on, free for 3 Months

 

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Why use an automated document collection system?

Automated document collection is all about using digital tools to help manage client documents. These solutions are designed to streamline the collection of supporting documents, reduce handling errors, improve your overall productivity and keep your data safe and compliant.
Of course, there are a lot of different tools out there, but the one you choose should depend on the unique needs of your business.

So, what does FileInvite do differently?

FileInvite is focused on delivering the best experience for your team and clients from start to finish. Designed especially for document collection, FileInvite is a product that allows users to group multiple requests, set specific dates, reminders and stay on track throughout the entire collection process. With customer satisfaction at the heart of everything we do, your customers will enjoy a streamlined digital experience.

Packed with money making features: 

✓ Online fact find forms
✓ Digital signatures
✓ Mortgage templates 
✓ Automated follow up 
✓ Bank statement integrations
✓ Reviews & referrals engine
✓  API & Zapier integrations
David Windler,  The Mortgage Supply Company

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
API & Zapier
Native Integrations

You're in good company
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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.

5 Star Reviews

 

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.

Chris Rivers

Start using FileInvite for free!

No Credit Card Required. All Features Included. 
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