FileInvite: Document Collection for Complex Lending
FileInvite helps commercial lenders and banks manage the collection of documents from borrowers and third parties. It is designed for teams that coordinate complex, multi-party transactions without relying on manual email threads.
At a glance
- Category
- Browse Operations tools
- Best for
- Commercial lenders, Regional and community banks, Credit unions, SBA lenders, Commercial finance companies
- Pricing
- Standard plans start at USD $9,900 per year for lenders processing up to 100 typical commercial loans annually. Enterprise plans for higher volumes require a custom quote.
- Key use cases
- Commercial Real Estate Loans, SBA Loan Applications, Construction Financing, Syndicated Transactions
- Integrations
- Salesforce, HubSpot, Google Drive, OneDrive for Business, Box
- Official website
- Visit FileInvite official website
FileInvite is a document collection platform designed for commercial and complex lending. It replaces the process of chasing borrowers via email and spreadsheets with a structured portal where documents are requested via checklists and tracked in real time.
The tool is built for financial institutions, including regional banks, credit unions, and SBA lenders. It helps these teams manage the paperwork required for commercial real estate, construction financing, and business loans by automating reminders and organizing files as they arrive.
Key functionality includes AI-powered email intake that matches forwarded documents to the correct loan and borrower, and integrations that sync files to cloud storage. This is designed to reduce the manual effort involved in naming and sorting files before they enter a loan origination system.
Buyers should confirm their annual loan volume when selecting a plan, as pricing is tiered based on the number of commercial loans processed per year. Organizations with high volume or complex multi-party collaboration needs may require the Enterprise tier for additional reporting and integration options.
Key Features
AI-Powered Email Intake
Matches documents received via email to the corresponding customer, loan, and specific request.
Borrower Portals
Provides a secure, mobile-first interface with checklists where borrowers can upload files without creating an account.
Automated Reminders
Sends scheduled email notifications to borrowers regarding outstanding documents to reduce manual follow-up.
Dynamic Renaming and Conversion
Supports automatic conversion of uploaded files to PDF and renames them based on defined conventions before syncing to storage.
Multi-Party Collaboration
Supports coordinating document requests across borrowers, guarantors, brokers, and attorneys within one workflow.
Audit Trails
Maintains a history of client interactions, messages, and file activity for compliance purposes.
Use Cases
Commercial Real Estate Loans
Collecting documentation from borrowers and guarantors for property-based financing.
SBA Loan Applications
Automating the intake of required forms and financial statements for small business administration loans.
Construction Financing
Managing multi-party document collection involving contractors, architects, and lenders.
Syndicated Transactions
Coordinating document gathering across multiple legal entities and third-party advisors.
Best For
- Commercial lenders
- Regional and community banks
- Credit unions
- SBA lenders
- Commercial finance companies
Integrations
- Salesforce
- HubSpot
- Google Drive
- OneDrive for Business
- Box
- SharePoint
Pricing
Standard plans start at USD $9,900 per year for lenders processing up to 100 typical commercial loans annually. Enterprise plans for higher volumes require a custom quote.
FAQ
Do borrowers need to create an account to use FileInvite?
- No, borrowers receive a secure link and can upload documents directly from any device without creating an account or downloading software.
How does the pricing work for commercial lenders?
- Pricing is based on annual loan volume. Standard plans start at $9,900 per year for up to 100 typical commercial loans, while higher volumes require Enterprise quotes.
What security certifications does FileInvite have?
- FileInvite is SOC 2 Type II compliant, GDPR compliant, and uses 256-bit encryption for data both in transit and at rest.
How does the AI email intake work?
- The system uses AI to match documents sent via email to the correct customer, loan, and specific request, which may reduce manual sorting.
Source category: Operations
Source subcategory: Document Management
More tools in Operations
Other published listings in the Operations category.
More tools tagged “Document Management”
Related listings that share the same software type tag.
Categories
Software Type
How AI is used
FileInvite is a document collection platform for commercial lenders that automates the gathering of borrower paperwork through secure portals and AI-powered email matching. It is designed to support complex, multi-party lending workflows and integrates with common CRMs and cloud storage.
Pros & Cons
Pros
- Borrowers can upload files without creating accounts
- SOC 2 Type II compliant
- AI intake supports documents sent via email
- Automatic PDF conversion and file renaming may reduce manual admin work
Cons
- Standard plans are for lenders processing up to 100 commercial loans annually
- Custom branding and domain options are available only on premium plans
- Management insights dashboards are restricted to the Enterprise tier
