FileInvite
FileInvite revolutionizes document requests by providing a secure client portal accessible on any device. Clients can easily submit forms and digital signatures, while businesses streamline workflows through automated reminders and due dates. With features like auditing and seamless integration, organizations can enhance efficiency and accelerate revenue collection effortlessly.
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Top FileInvite Features
- Secure client data access
- Automated document collection
- Streamlined document management
- Customized client reminders
- Reusable information requests
- Multi-device compatibility
- Dashboard for document oversight
- Audit trails for compliance
- SOC 2 Type 2 certified
- GDPR compliant hosting
- Native integrations with software
- Open API for customization
- Reduced document turnaround time
- Simplified client experience
- Automated workflows for efficiency
- Accelerated customer onboarding
- Time-saving for staff
- Client satisfaction improvement
- Enhanced loan application processing
- Fast document completion tracking
