Close more loans
with automated document collection

mfaa_logo

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

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

*Offer valid for sign up before October 2020 only.

afg-home-loans-large
Mortgage-Choice-560x135-1
loanmarket-blue
buyers-choice

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 Co.

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.

5 Star Reviews

 

Easy and safe to use!
- Lynne Ruddock, Australia.

16592516-0-lynne.ruddock

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

 Chris Rivers

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

 Chris Rivers
Start Your Free Trial!
Instant 14-day access. No credit card required. 
undefined