FileInvite Launches New Platform, Making Multi-Party Collaboration and Servicing a Core Part of Document Collection for Complex Lending

Rebuilt platform becomes the operational backbone of the full lending document lifecycle, empowering lending teams to close loans faster from origination, underwriting, closing, and servicing through the term of the loan

SAN DIEGO, Nov. 3, 2026 — FileInvite, the secure document collection platform built for complex lending and financial services workflows, today announced the official launch of a fully rebuilt platform designed for the multi-party document workflows that define SBA, commercial real estate, and other complex commercial lending. Announced at the NAGGL Annual Conference, the new platform marks a shift from general document collection to the operational backbone of the full lending document lifecycle.

The launch comes as SBA lending grows more documentation-intensive. According to Coleman Report, the median SBA 7(a) loan now takes 21 days to fund after approval, a 31% increase since fiscal year 2024, driven by more documentation, closing conditions, and third-party work. With the SBA introducing another round of tighter underwriting requirements for fiscal year 2027, lending teams are being asked to collect, verify, and track more documents across more parties on every loan.

The rebuilt FileInvite platform becomes the operational backbone of the full lending document lifecycle.

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Collaboration Built into the Document Workflow

The launch makes collaboration a core part of the document collection workflow, starting with Invite Sharing, a new capability that lets separate organizations work from a single, shared document request. Multiple teams see the same requests, the same documents, and the same real-time status, so there are no forwarding attachments, re-requesting files, or reconciling two versions of the same loan file. The originating lender stays in control of the invite, and every upload, review, and approval is captured in one timestamped audit trail that supports SBA and regulatory compliance requirements.

The capability is built for the partnerships that complex lending depends on: banks, SBA 7(a) lending, LSPs and CDCs coordinating SBA 504 loan packages, lead lenders sharing files with loan participants, brokers handing off complete borrower files to lenders, and lending teams working alongside outside counsel through closing.

Invite Sharing can be extended to third-parties not yet using FileInvite, such as attorneys, LSPs, third party lenders, and guests. They'll receive a simple, secure login to view the checklist and access documents from one dashboard.

A Rebuilt Platform for Higher-Volume, Higher-Complexity Lending

The new FileInvite is the result of a complete re-platforming of the company's technology. The two year rebuild gives enterprise teams a faster, more reliable experience at the volume and complexity at which lenders operate and creates the foundation for new capabilities. One of the biggest driving factors for customers migrating to the new platform is simply that they can close loans faster by getting the documents earlier due to enhanced reminder strategies and improved delivery of email and SMS. In addition to multi-party collaboration, the platform features AI-assisted smart matching workflows, recurring invites for loan servicing, and a redesigned template library.

• AI smart matching uses document classification and data extraction to identify what's been submitted, automatically mark as received, and then route each file to the right place. The result is faster processing, fewer mismatches, a secure and intuitive borrower experience, and a cleaner loan file from submission through review.
  
  
• For teams managing loan servicing, the new calendar scheduled recurring invites feature replaces the hours of follow up phone calls and e-mails still required even when utilizing a legacy "tickler" system. Recurring invites automates the document requests sent by teams on the same schedule, every year, to the same borrowers to keep loans compliant while providing an immutable communication log.
  
  
• The template library was rebuilt from the ground up with category and subcategory organization by loan type. Users can select multiple templates at once to assemble a complete loan package with role-based access controls.

Designed for Regulated Industries Handling Sensitive PII

FileInvite continues to support the highest levels of privacy and security like SOC 2 Type II and GDPR compliance, with encryption in transit and at rest, role-based access controls, multi-factor authentication, and full timestamped audit trails for every upload, review, and approval. It's built to handle sensitive financial data at scale and to stand up to regulatory and audit scrutiny.

"Document collection in complex lending has always been a team sport, but the tools haven't treated it that way," said James Sampson, CEO of FileInvite. "Every deal involves multiple organizations asking the same borrower for overlapping documents, and the cost of that shows up as delays, rework, and compliance risk. We rebuilt FileInvite from the ground up so every party on a loan can work from the same request, the same documents, and the same audit trail. This launch is about more than new technology. It's about removing the friction between lenders and the partners they close deals with."
— James Sampson, Chief Executive Officer, FileInvite

"Our loans involve a lot of parties, and keeping everyone working from the same set of documents used to take constant follow-up. The new FileInvite platform gives our team and our partners one place to see what's been received and what's still outstanding, and the move to the new platform has been smooth for our team and our borrowers. Specifically, the ability to ask or answer a question about a specific document, with that comment embedded right alongside it, has been spectacular. FileInvite was built around how loan servicing actually works day to day, and that's something I find genuinely unique."
— Mark Abell, SVP/SBA Division Leader, PB&T Bank

See the New FileInvite at NAGGL Annual

FileInvite is a sponsor of the NAGGL Annual Conference, taking place this week in San Diego. Attendees can book a 15-minute demonstration of the new platform, including the latest collaboration features, at https://landing.fileinvite.com/naggl.

Media Contact: Lisa Thiel, Director of Marketing, [email protected], 269-806-8489

SOURCE FileInvite