FileInvite helps credit unions accelerate loan processing by automating document collection and keeping your brand front and center. Our secure portal makes it easy for members to upload files, complete forms, and sign documents—while your team stays focused on lending, not admin. With built-in e-signatures, automated reminders, and integrations with tools like Salesforce and SharePoint, FileInvite streamlines every step of the intake process. Trusted by lending institutions across the U.S., we make lending simpler, faster, and more member-friendly.
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Callahan & Associates