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Platform for Document Gathering,  Bank Loan Monitoring, and Invoicing Sharing 

Stop Chasing Client Documents

Gather Client Documents Faster

  • ​Request documents by creating projects for one-off documents or templated lists
  • Review incoming files from your client and mark items as satisfied or complete
  • Repeat document collection with automatically recurring requests and reminders

Trusted by industry leaders

FEATURES

Streamline document gathering, request workflow and onboarding customers

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Know what you have,
know what you need

Create recurring requests with status indicators, reports and automatic nudges that keep everybody in the know.

Many ways in,
password optional

Customers have the option to send files through email or a login-less portal. Either way, we get the files where they need to go.

Built to empower bankers

Track and monitor financial reporting, covenants, and certificates, and identify pockets of risk and non-compliance.

Structured for you and
your team

Add your colleagues with a single click, and manage access permissions so the whole team can get the job done. 

FileStride document collection software 

Why FileStride?

We're the digital document solution streamlines your document request and collection workflow for documents gathering, reminders, team collaboration, file access control and alerts. No more managing checklists, searching for files in emails, or waiting on updates from other parties. Just create your requests and let FileStride do the work for you. 

How it works

FileStride combines checklists with cloud storage to help you communicate and monitor your information requests and documents.

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All it takes to get started:

  1. ​Request items by creating projects for one-off items or templated lists.

  2. Review incoming files from your client and mark items as satisfied or complete.

  3. Repeat with automatically recurring requests and reminders.

Who it's for

FileStride is a solution for individuals, teams, and banks that need a better way to request information. We've facilitated thousands of customer relationships and transactions with teams in banking, accounting, consulting,  and advisory services, just to name a few. 

Streamlined Customer Document Requests

We've facilitated over 1,000,000 file interactions...and counting.

Seth J.

"FileStride has saved us tremendous time and effort by getting exactly the information we need."

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