FileInvite
Document collection platform for commercial and complex lending, with a secure multi-party
FileInvite is a document collection platform for commercial and complex lending. It addresses the problem of gathering documents from multiple parties—borrowers, guarantors, co-borrowers, brokers and attorneys—through a secure portal, replacing email threads and spreadsheets with automated reminders, file naming, PDF conversion and real-time status tracking.
Key capabilities include templates for standardizing loan packages, party-specific checklists, internal approval workflows with role-based permissions, and a full audit trail. AI-powered email intake matches forwarded documents to the correct request, and eSignature is available. Integrations cover Salesforce and HubSpot for CRM-triggered requests, cloud storage via SharePoint, OneDrive, Box and Google Drive, plus an API for connecting to LOS and core systems. The platform is SOC 2 Type II compliant with 256-bit encryption.
FileInvite is intended for loan teams, customer-facing teams and management at banks, credit unions and commercial lenders. It is positioned as an addition to existing loan origination and CRM systems rather than a replacement. Packaging details such as free plans, trials or editions are not specified on these pages.
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