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.
- Keep every complex loan file process on track
Get the complete view in one workspace. You always know which loans are ready to move and which are blocked on documentation. No more digging through email or chasing spreadsheets. FileInvite is designed for commercial real estate loans, SBA loans, construction financing, commercial lines of credit, and multi-party transactions requiring extensive documentation.
- Give borrowers a seamless experience
Replace email threads and spreadsheets with a secure, mobile-first portal. Borrowers, guarantors, and brokers get clear checklists and automated reminders so they always know what to send and when. Fundera cut loan documentation turnaround from 42 to 15 days. Top 10 SBA lender BayFirst processed 12 months of loan volume in just 2 months without adding headcount.
- Gain control, transparency, and compliance by default
Monitor pipeline readiness and capacity. Protect sensitive data with bank-grade security. FileInvite is SOC 2 Type II certified, hosted on AWS, and GDPR compliant, with 256-bit encryption and multi-factor authentication. Maintain audit-ready trails for every file and user without replacing your loan origination system.
- The automation layer between your borrowers and your systems
FileInvite sits between your LOS, your borrowers, and your team, orchestrating document flow without requiring you to change how you fundamentally operate. Automate requests, reminders, file naming, and status updates so underwriters receive correctly named, complete files with less rework. For documents that arrive by email, AI-powered intelligent email intake automatically matches forwarded documents to the correct customer, loan, and request so nothing gets lost.
- Connects to the tools you already use
Native integrations with Salesforce, HubSpot, SharePoint, OneDrive, Google Drive, Box, and Dropbox. Connected Workflow integrations let you initiate document requests, send messages, and manage workflows directly from your CRM, with document requests triggered automatically when deal stages change.
- Fast implementation. Immediate ROI. Delighted borrowers and partners.
Most commercial lending teams are fully implemented within 2 to 4 weeks.
- Key statistics
Trusted by 500+ complex lenders worldwide
30M+ files securely collected
1M+ FileInvite portals served
Average 10.5 hours saved per week per user
Document turnaround reduced by up to 64%
Fundera Case study example: documentation turnaround reduced from 42
days to 15 days
- Industries served
Banks
Credit unions
Commercial lenders
Small business and SBA lenders
Equipment financing
Private lenders
- Teams supported
Commercial finance teams
Loan origination and servicing teams
Lending teams managing multi-party loan applications (borrowers,
guarantors, brokers, attorneys)
Seller
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FileInvite CommunityOverview by
Mitchell Farmer