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Visit WebsiteHow Third Decade Identified and Optimized Inefficiencies in Their Document Workflow
3rd Decade
Nikita Wolff
Program Manager
FileInvite
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
How 7(A) Funding Reduced Time Spent Collecting Documents by 83%
7(a) Funding Group
Tony Brevard
Principal
How Aprio Cloud Improved Their Customer Experience
Aprio Cloud
Alexandra Jumper
Director of Client Success
Digitizing Document Collection Processes Helps Top 10 SBA Lender Handle More Loans
BayFirst
Matt Nicolosi
VP and Director of Strategic Growth Initiatives
How Driving Success Improved Content Request Workflows with Branded Client Portals
Driving Success
Morgan van Holst
Operating Partner
How Fundera Slashed Loan Document Turnaround Times by 64.3% (from 42 to 15 days)
Fundera
Ryan Murdock
Sales Operations Analyst
How McCambridge Duffy Reduced Time Required for Document Collection by 87.5%
McCambridge Duffy Group
Michael Rutherford
Director
Digitizing Document Collection Helps 3-Person Firm Manage $100 Million in Transactions Per Year
Mortgage Atlanta
Brian Berman
President
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