Closing Complex Loans Faster With a Digitized Client Workflow

After COVID-19, customer expectations for online and digital lending have changed for good. While some systems have already digitized, many still utilize technology that leaves customers struggling to understand what is required of them, and processors are left chasing customers for documents. This slows dow the mortgage loan process, clogging the pipeline and stagnating sales. With complex, multifamily, construction and non-QM mortgage loans this process becomes especially difficult for the customer and the processor.

Join James Sampson the CEO at FileInvite, Innovation & Digital Transformation Strategist Marvin Chang, and President & Senior Loan Specialist at Mortgage Atlanta Brian Berman for a discussion on changes in market demographics, suppliers and how focusing on customer experience and taking a few simple steps during the mortgage loan process can close deals 3x faster.

Company: FileInvite
Date & Time: June 23rd, 1pm CT

Watch Now!

[jwplayer Nrf4YxyR]

marvin
Marvin Chang
Innovation & Digital Transformation Strategist
PALGenie

Screen-Shot-2021-06-09-at-4.31.49-PM
James Sampson
CEO
FileInvite
brian2
Brian Berman
President & Senior Loan Specialist
Mortgage Atlanta

Most Popular Articles

Smith Douglas Homes Doubles Down On Pace And Growth

While many homebuilders, such as D.R. Horton and Tri Pointe Homes, significantly reduced the number of new home starts over the last quarter amid sluggish homebuyer demand, Smith Douglas Homes Corp. is taking a different approach, akin to that of Lennar. Pace over price.  The builder’s strategy reflects a commitment to affordability and serving the […]

Mar 18, 2026 By

Latest Articles

HousingWire Mortgage Rankings have arrived, bringing data-driven benchmark to originator performance

HousingWire on Tuesday announced the launch of the HousingWire Mortgage Rankings, a new performance intelligence product designed to provide a clear, data-driven view of mortgage origination activity across the U.S. The rankings benchmark mortgage originators based on observed production, offering a standardized view of performance across geographies, loan types and channels. Historically, the mortgage industry has lacked […]

What's New?
Updated 3 months ago
manage feed