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

BayFirst processes a year’s loan volume in 2 months with FileInvite

BayFirst, a top U.S. SBA lender, faced a major challenge scaling its manual, email-based loan document collection process during a surge in demand. This inefficient system caused delays, lacked visibility for leadership, and could not handle the volume of Paycheck Protection Program (PPP) loan inquiries. To address this, BayFirst implemented the FileInvite solution.

Using FileInvite's automated document collection platform, BayFirst integrated the system with its existing CRMs and lending tools. The solution provided borrowers with a branded portal and automated follow-ups, eliminating manual chasing. As a result, BayFirst processed a full year's loan volume in just two months, saving over two hours per application and handling over 9,000 loan inquiries in the first four months, achieving massive efficiency gains.

BayFirst