FileInvite, a document and data collection platform provider, announced it is partnering with the American Association of Commercial Financial Brokers (AACFB) to offer members an exclusive FileInvite package to streamline the document-intensive process of loan applications and documentation. FileInvite delivers an innovative way to improve document workflow, through automation and an intuitive process. AACFB members can visit here to learn more. FileInvite will present a workshop on Workflow and Content Automation on Sept. 8, at the 2021 AACFB Annual Conference.

Working Together to Improve the Loan Process

“We want to provide our AACFB members with business tools and resources to help them be successful with their commercial financing businesses,” said Kalah Sprabeary, President, HUB Funding Solutions and AACFB director at large and board member. “If we can empower our members to more easily manage the cumbersome loan document process, such as with FileInvite’s solutions, their productivity and business processes will improve, thus fueling success.”

“Especially in financial services where paperwork and security go hand-in-hand, manually managing a multitude of documents can be arduous and time-consuming. FileInvite solves this by delivering safe, compliant, and efficient document and data collection,” said James Sampson, CEO of FileInvite. “We’re pleased to work closely with the AACFB to introduce its members to an innovative way to better manage client loan documents.”

AACFB members can contact Jeff Handley, director of strategic partnerships at FileInvite, at j.handley@fileinvite.com, to receive more information about FileInvite and the discount package.

FileInvite Presenting at 2021 AACFB Annual Conference

The 2021 AACFB Annual Conference will be held Sept. 8-10, in Nashville, TN. FileInvite’s Senior Solutions Consultant, Gerald Leveritt, will walk attendees through how to make businesses more efficient by improving document management, including streamlining the process of collecting digital signatures from multiple parties and monitoring where a document is in the review process.