Streamline Document Collection and Management with FileInvite's Secure Platform

About FileInvite

FileInvite is a game-changer in the realm of document collection and management. Their innovative platform streamlines the often cumbersome process of gathering essential documents from clients, allowing businesses to operate more efficiently and effectively.

The standout feature of FileInvite is its secure portal, which clients can access from any device, ensuring that document submission is both convenient and safe. The integration of forms and e-signatures simplifies the process even further, enabling users to create, share, and complete online forms with ease. The Admin Dashboard is another highlight, providing a centralized location for requesting, reviewing, and managing documents, which significantly enhances operational efficiency.

FileInvite's smart notifications and automated reminders are invaluable for keeping clients on track, while the robust security measures, including SOC 2 Type 2 certification and GDPR compliance, ensure that sensitive information is handled with the utmost care.

The platform's versatility is evident across various industries, from financial services to education and legal sectors, demonstrating its ability to adapt to diverse business needs. The impressive results speak for themselves; companies using FileInvite have reported significant time savings and accelerated revenue generation.

FileInvite not only simplifies document collection but also enhances the overall customer experience, making it an essential tool for any organization looking to improve its workflows and client interactions. I highly recommend giving FileInvite a try, especially with their free 14-day trial, to experience firsthand the transformative impact it can have on your business.

Portal Features

• Chat
• Collaboration
• Content Management
• Document Management
• File Sharing
• Search

Admissions Features

• Application Management
• Assessment Management
• Candidate Management
• Colleges / Universities
• Evaluation Management
• Fee Management
• Forms Management
• Self Service Portal

Onboarding Features

• Document Management
• Electronic Forms
• Electronic Signature
• Employee Portal
• File Management
• Self Service Portal
• Tax Forms
• Training Management

File Sharing Features

• Audit Trail
• Chat / Messaging
• Collaboration
• Document Management
• Drag & Drop
• Electronic Signature
• Encryption
• File Synchronization
• Search
• User Management
• Version Control
• Workflow Management

Loan Servicing Features

• Application Management
• Business Loans
• Collateral Tracking
• Collections Management
• Compliance Management
• Construction Loans
• Customer Database
• Loan Processing
• Student Loans

Commercial Loan Features

• Audit Trail
• Dashboard
• Document Management
• Pipeline Management

Loan Origination Features

• Audit Trail
• Closing Documents
• Compliance Management
• Customer Database
• Digital Signature
• Document Management
• Loan Processing
• Online Application

Digital Signature Features

• Audit Trail
• Authentication
• Auto Reminders
• Customizable Templates
• Document Analytics
• Mobile Signature
• Multi-Party Signing
• Progress Tracking
• Task Progress Tracking

Mortgage and Loans Features

• Client Database
• Closing Documents
• Commercial Mortgages
• Contact Management
• Customer Statements
• Document Management
• Electronic Applications
• Government Loans
• Loan Origination
• Loan Servicing
• Pipeline Management
• Pre-Qualification
• Refinance Management
• Residential Mortgages

Document Generation Features

• Batch Processing
• Collaboration
• Digital Signature
• Interaction Tracking
• Multiple Output Formats
• Templates

Document Management Features

• Access Controls
• Archiving & Retention
• Collaboration Tools
• Compliance Tracking
• Document Archiving
• Document Assembly
• Document Capture
• Document Conversion
• Document Delivery
• Document Indexing
• Document Retention
• Electronic Signature
• Email Management
• File Recovery
• File Type Conversion
• Forms Management
• Offline Access
• Optical Character Recognition
• Version Control

Workflow Management Features

• Access Controls/Permissions
• Approval Process Control
• Business Process Automation
• Compliance Tracking
• Configurable Workflow
• Customizable Dashboard
• Document Management
• Forms Management
• Mobile Access
• No-Code
• Third Party Integrations
• Workflow Configuration

Document Collaboration Features

• Access Control / Permissions
• Autosave
• Chat / Messaging
• Cloud Storage
• Edit / Change Tracking
• Electronic Signature
• Multiple File Formats
• Pre-made Templates
• Search
• Version Control
• Workflow / Approval Process

Legal Document Management Features

• Access Controls
• Archiving & Retention
• Collaboration
• Contract Management
• Document Assembly
• Document Indexing
• Document Tagging
• Version Control