Join the FileInvite pilot!


Say hello to quick and easy document collection with FileInvite, now free for Loan Market brokers until July 1! 

FileInvite manages the entire document collection process, and features:

  • A simple and secure customer portal
  • Auto reminders to keep clients moving
  • A customisable and compliant template library

You’ll save truckloads of time and streamline the clunkiest part of the loan application process. Plus, it’s the perfect way to kick start the ultimate customer experience.


How to join the pilot.

Register your interest here

Once you submit the form, someone from the MyCRM team will be in touch. 

Please note: requests to join FileInvite will be fulfilled in groups as it is a manual process, so it may take a few weeks before you're on board.

Check out the website for more on FileInvite.

https://www.fileinvite.com/