FileInvite B2B Case Studies & Customer Successes

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FileInvite's document collection software was born from a high-growth agency, to help collect documents in a faster, simpler and more secure manner. They help you to get the information you need to do business and delight your customers. The easy to use client portal and streamlined experience resonated with a lot of professionals.

Case Studies

Showing 8 FileInvite Customer Success Stories

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How Third Decade Identified and Optimized Inefficiencies in Their Document Workflow

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7(a) Funding Group cuts document collection time by 83% with FileInvite

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How Aprio Cloud Improved Their Customer Experience

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BayFirst processes a year’s SBA loan volume in two months with FileInvite

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How Driving Success Improved Content Request Workflows with Branded Client Portals

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Fundera reduces loan documentation turnaround from 42 to 15 days with FileInvite

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How McCambridge Duffy Reduced Time Required for Document Collection by 87.5%

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Digitizing Document Collection Helps 3-Person Firm Manage $100 Million in Transactions Per Year

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