Why we're making this change
As lending workflows become more complex, borrowers are often working through larger document checklists. The new portal is built to handle high-volume document collections, making the experience clearer and less overwhelming for your borrowers regardless of how many requests are on an invite.
We're also addressing branding, the new layout gives your institution's branding more intentional placement, so your borrowers are met with a more polished, on-brand experience from the moment they open their Portal.
What's changing for your borrowers
A cleaner, more intuitive experience - the new portal has been redesigned from the ground up with a modern layout that makes navigating document requests feel straightforward, not overwhelming
Dedicated request pages - each document request now opens on its own page rather than expanding in-place, giving borrowers more space and clarity to focus on exactly what's needed from them.
Clearer request status - borrowers can see at a glance what's left to-do, what's been submitted, and what's been accepted or revision needed.
Built for mobile - the new experience is fully optimised for smaller screens, so borrowers can upload documents and track progress from their phone without any compromise
What's not changing
The way you create and manage Invites in FileInvite is unchanged. Your templates, requests, reminders, and settings all carry over - your borrowers will simply see them presented in the new design.