FileInvite Mortgage Add-On
The Mortgage Add-On as an add-on to your FileInvite plan provides some handy tools that will make collecting financial records a breeze and it even makes getting referrals from your clients much easier too!
See a quick run through here: https://www.fileinvite.com/hubfs/Mortgage%20Add-On%20Demo.mp4
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TFN Redaction [BETA] (Australia) - Use TFN Redaction to remove sensitive Tax File Numbers from your clients documents - https://help.fileinvite.com/tfn-redaction
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Pre-Built Templates - Get access to our Template directory with Pre-Built Templates for Brokers in Australia, The United States & Canada -https://help.fileinvite.com/using-the-template-directory
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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.
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Bankstatements Integration (W/ Bankstatements, Cashdeck and CreditSense) - Integrate with the top Bankstatement platforms to easily retrieve meaningful data about your clients spending and accounts
https://help.fileinvite.com/integrate-with-bankstatements -
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.
🎉 Collecting bank records has never been easier! 🎉