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FileInvite

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11 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.2
Serving customers since
2015
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FileInvite Reviews

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BG
bernard g.
manager
04/30/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

please customers is one of the many advantages I have using fileinvite

For a long time I have been able to please all the clients even the most demanding, this is something that gives me peace of mind and makes me happy, previously it was difficult to get to know each client enough to generate the necessary satisfaction not only with products adapted to their needs. needs also with quality services and direct management, fileinvite is a program that brought me these benefits and when I exchange documents or information with clients I feel very calm since the program has an incredibly secure platform in which I can trust and do the I work every day, it is a program that helps me a lot by doing each job in my work
JS
jackson s.
CTO (Chief Technology Officer)
04/01/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

If you propose it, if you can.

We thought that we could not, it was such a conflict and disorder that we never managed to agree. Documents came and went and always mistakes a lot. The most updated ones were lost along the way, in a mail inbox which made life very complicated for us. Advisors of the company helped us to get the solution and the first thing that they told us was that if it could, and really they were right. With FileInvite we realized that if you can have an orderly inbox, which has helped us to expedite everything concerning the paperwork with documents, files and business information and with the clientele. If you can speed up the work with the clients when reviewing and correcting the files and documents and the ease with which they manage to upload the information, being happy because they can do it from the phone and from any place without losing time. If you can guarantee the security of the information and compress it because now with FileInvite it is easier, thanks to the fact that we can convert the files automatically to the PDF. If we could increase sales, if we could increase productivity and increase the confidence of employees and customers. "We believed and it's true, if you can, if we could".
NC
nathan c.
COO (Chief Operating Officer)
03/24/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

Find documents quickly without wasting time.

The order is one of the fundamental principles to achieve success in everything that one proposes, and make use of a tool that gives you that opportunity is what we had always wanted. We receive, send and share a large volume of information in digitized documents from our employees, and in turn from our clients in order to monitor and analyze them as soon as possible, given that the many requests that have to be answered must be answered. we receive daily. With the use of FileInvite we abolish the dependence of the electronic mail for matters inherent to the business documentation. Thanks to FileInvite, the location of the files is now faster, more comfortable and secure, we no longer waste time searching for the most up-to-date information, and we keep everything in strict order as it should be. The entire management process was streamlined before the different users, the work being more fluid. The probability of sending obsolete and disorderly information was reduced to a minimum, which has allowed us to be more sure of our work. There is no longer the inconvenience caused to our customers, or at least we realized that they were greatly reduced. The time invested in interacting with the clientele is less and we know it because they approach us less in consulting. We guarantee security, confidentiality, and punctuality, and even now we have the luxury of giving answers before the agreed dates.

About

Contact

HQ Location:
Auckland, NZ

Social

@fileinvite

What is FileInvite?

FileInvite is the only document collection platform built specifically for commercial and complex lending. Banks, credit unions, and commercial lenders use it to reduce document turnaround by 64%, improve borrower experiences, and maintain real-time visibility across every loan in the pipeline. FileInvite replaces email threads and spreadsheets with a secure, mobile-first borrower portal, structured checklists, and automated reminders so borrowers always know what to send and when. Underwriters receive correctly named, complete files with less rework. FileInvite sits between your LOS, your borrowers, and your team as a purpose-built document collection layer, with native integrations to Salesforce, HubSpot, SharePoint, OneDrive, Google Drive, and Box. SOC 2 Type II certified. Trusted by 500+ complex lenders worldwide.

Details

Year Founded
2015