FileInvite

FileInvite helps mortgage brokers securely request and receive borrower documents, replacing email attachments with a branded portal. LOs create “invites” listing required docs (bank statements, pay stubs), and borrowers upload them into one location. Automated reminders chase incomplete items. The system checks for correct file formats or missing pages. Once all docs arrive, the LO downloads them as a single zip. FileInvite integrates with eSignature tools and CRMs. By providing a clean, trackable doc request process, FileInvite frees LOs from constant follow-up calls and messy email chains.