List of FileInvite Forms and e-Signatures Customers
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Since 2010, our global team of researchers has been studying FileInvite Forms and e-Signatures customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FileInvite Forms and e-Signatures for Digital Signing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FileInvite Forms and e-Signatures for Digital Signing include: BayFirst National Bank, a United States based Banking and Financial Services organisation with 302 employees and revenues of $58.0 million, Mccambridge Duffy United Kingdom, a United Kingdom based Professional Services organisation with 140 employees and revenues of $13.0 million, Fundera, a United States based Banking and Financial Services organisation with 50 employees and revenues of $8.0 million and many others.
Contact us if you need a completed and verified list of companies using FileInvite Forms and e-Signatures, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The FileInvite Forms and e-Signatures customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BayFirst National Bank | Banking and Financial Services | 302 | $58M | United States | FileInvite | FileInvite Forms and e-Signatures | Digital Signing | 2020 | n/a |
In 2020 BayFirst National Bank implemented FileInvite Forms and e-Signatures to digitize SBA/PPP loan document collection during a surge in demand. The deployment used FileInvite Forms and e-Signatures in the Digital Signing category to centralize borrower portals, automate reminder workflows, and streamline intake for SBA lending and loan origination processes.
Configuration emphasized secure web forms, e-signature routing, and automated document capture tied to SBA application workflows, providing a single interface for staff to collect, validate, and track borrower submissions. Operational coverage targeted the bank's SBA lending function in the United States, and the program enabled BayFirst to process roughly a year's worth of loans in two months and handle thousands of additional applications in a short period, while improving borrower experience and governance around document handling.
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Fundera | Banking and Financial Services | 50 | $8M | United States | FileInvite | FileInvite Forms and e-Signatures | Digital Signing | 2021 | n/a |
In 2021, Fundera implemented FileInvite Forms and e-Signatures to streamline loan document collection and visibility across teams. Fundera implemented FileInvite Forms and e-Signatures, a Digital Signing application, for commercial lending and loan origination in the United States, leveraging client portals, structured forms, and e-Signatures to centralize intake and signature capture.
The deployment centralized client-facing intake using FileInvite client portals, standardized document capture with configurable forms, and enforced signature workflows with FileInvite e-Signatures. Operational coverage targeted commercial loan origination teams across the US and the initiative replaced spreadsheets and email workflows to provide team-wide visibility and status tracking. Governance emphasized standardized intake procedures and a rapid rollout model that enabled quick expansion to the full team. The FileInvite implementation reduced loan documentation turnaround from 42 days to 15 days as reported in the case study.
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Mccambridge Duffy United Kingdom | Professional Services | 140 | $13M | United Kingdom | FileInvite | FileInvite Forms and e-Signatures | Digital Signing | 2020 | n/a |
In 2020, McCambridge Duffy Group deployed FileInvite Forms and e-Signatures, a Digital Signing solution, to modernize document collection for its insolvency and professional services work. The UK deployment concentrated on the Northern Ireland practice and targeted legal, insolvency, and accountancy case workflows to reduce client friction and improve intake speed.
Deployment centered on FileInvite Forms and e-Signatures configured to capture structured client data, enforce consent and signature capture, and drive templated request flows. The implementation included automated reminder cadence and case-level status tracking to reduce manual follow up and standardize document requests across insolvency and accountancy engagements.
The rollout connected the FileInvite workflow to cloud document repositories for centralized storage and to internal case folders used by insolvency and accountancy teams, improving practitioner access to signed documents and submissions. Operational coverage was focused on legal, insolvency, and accountancy business functions within the Northern Ireland office, enabling client services and case handlers to manage intake and signatures in a single digital workflow.
Governance measures established templated request and reminder rules to standardize intake and reduce variance in case processing, and process changes shifted ownership of client chasing toward automated notifications. McCambridge Duffy Group reported cutting document turnaround by 87.5 percent, from around 40 days to 5 days, and reducing staff time per case by roughly eightfold.
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