Case Study: Fundera achieves loan documentation turnaround in 15 days with FileInvite

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

Fundera, an online lending marketplace, faced significant challenges in managing loan documentation. Their process was fragmented across emails and spreadsheets, causing delays and a lack of visibility. They needed a scalable solution to streamline document collection for their team and borrowers. They implemented FileInvite to address this.

Using FileInvite, Fundera created a centralized system with automated reminders and client portals for borrowers. This provided real-time pipeline visibility for their team. As a result, FileInvite helped slash their average documentation turnaround time from 42 days down to just 15 days, greatly improving efficiency and forecasting.

Fundera