This update is a big one with Live Forms and a few handy tools that we think will be really helpful to anyone in the finance industry. 

Specifically Mortgage Brokers with our Mortgage Add-on, but everyone will benefit from Live Forms and our New Template structure

In this Update:

Live Forms - Convert Fact Finds, Expense Sheets, 1003s - or any other document that you use to gather information from your clients - into a digital version that can be completed within the Client Portal. 

Clients can even save their progress and come back to complete at a later date.

Get Started here -

New Template Loading - Templates are far more organised now, with the ability to group into folders so, as your Template numbers increase, your management is maintained.

The Mortgage Add-On - As an add-on to your FileInvite plan, the Mortgage Add-On provides some handy tools that will make collecting financial records a breeze, and it even makes getting referrals from your clients that much easier too!

  • TFN Redaction [BETA] (Australia) - Use TFN Redaction to remove sensitive Tax File Numbers from your clients documents.

  • Pre-Built Templates - Get access to our Template directory with Pre-Built Templates for Brokers in Australia, The United States & Canada.

  • Pe-Built Fact Find, 1003 and Expenses Sheet - Get access to our own Fact Find, Expense Sheet and the Fannie May 1003, set up as a Live Form and ready to go to your Clients.

  • Bankstatements Integration (W/ Bankstatements, Cashdeck and CreditSense) - Integrate with the top Bankstatement platforms to easily retrieve meaningful data about your clients spending and accounts -

  • Client Referral Engine - Whenever you close an Invite your client will be notified to submit a review and referral, helping you with Generating new Leads

Minor Tweaks

  • Annual Billing - your Invite and SMS Credits are now available all year round, no more worrying about Monthly limits!

  • HTML Formatting in Messages - Due to security implications HTML Formatting can no longer be used in Messages (That includes Invite and Template Messages)

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