Marked increase in the complexity of loan applications sparks new mortgage package from FileInvite.

Applicants provide hundreds of thousands of supporting documents every year through FileInvite, to professionals helping them secure a home loan.

The number of requests for documents doubled in the second half of 2018 on the Fileinvite platform, and statistics indicate that those requests are getting more complicated every month.

The second half of 2018 saw a 35% increase in the number of items requested per client. On average, three or four additional items were requested of each client.

In response, FileInvite has launched a mortgage focused package to streamline the entire ‘fact find’ and discovery phase of loan applications. Adding to their secure and intuitive platform for document collection.

With ever increasing complexity of information required by lenders, bringing documents, forms and digital signatures online is a must. Advisers and Brokers can now collect all of the data and documents they need from borrowers in a single secure environment, with FileInvite.

“Our clients are already seeing 2 to 3 hours of time saving in every loan application. We believe that the addition of editable forms will take this even further!”
Says James Sampson CEO of Fileinvite.

“The platform not only ensures that everything is far more secure than email, but it also provides a seamless digital experience for borrowers. Something they have come to expect these days.” Says Sampson

FileInvite software is conveniently accessible by borrowers on desktop and mobile devices and can send automated reminders via email or text message to ensure deals progress.
“Providing a client portal for submitting documents is a bare minimum in terms of data security. It just doesn’t cut it to send an email and expect clients to attach documents in return.” Says Sampson
By automating and centralising the document and data collection process, FileInvite users see higher conversion rates and faster turnaround times.

They’re also seeing the benefits of:

- Turning fact finds into online forms to establish customers’ needs.
- Scheduled automated follow up to get documents on time.
- Getting client bank statements via CashDeck or BankStatements.com.au integrations.
- Adding digital signatures to disclosure documents.
- Managing those all important client reviews and referrals.
- Our exclusive growth forums and lead generation platforms.
- Saving everything to their cloud platform or integrate with a CRM and aggregator.

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Visit www.fileinvite.com/mortgageindustry

for more details and to start your free 14 day trial.

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About FileInvite
Fileinvite is a leading global platform helping professionals around the world collect documents from their customers.
Thousands of Mortgage Professionals use the platform to ensure loan documents are collected on time and that their customers have a seamless digital experience.
By automating the document collection process, FileInvite allows Brokers and Advisers to close more loans and focus on building their business, while the software chases loan documents for them. www.fileinvite.com

PHONE:
Australia: +61 (2) 9042-2679
New Zealand: +64 (9) 972-3040

ADDRESS:

PO Box 12018, Penrose, Auckland,1642, New Zealand

This release was published on openPR.