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!
🎞See a quick run through here: https://www.fileinvite.com/hubfs/Mortgage%20Add-On%20Demo.mp4
TFN Redaction [BETA] (Australia) - Use TFN Redaction to remove sensitive Tax File Numbers from your clients documents - http://help.fileinvite.com/en/articles/3088709-add-tax-file-number-tfn-redaction-to-your-invite
Pre-Built Templates - Get access to our Template directory with Pre-Built Templates for Brokers in Australia, The United States & Canada - http://help.fileinvite.com/en/articles/3421232-using-the-template-directory
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 - http://help.fileinvite.com/integrations/integrate-fileinvite-with-cashdeck
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