Stop Chasing Client Documents
CRE, Real Estate Brokers Simplify Data Room, Document Collection, Request workflow and Onboarding Customers
FileStride allows you and your clients to exchange information with zero friction so that you can improve customer experience and close much more efficiently.
The Workspace view in FileStride gives you a holistic overview of what you have, what you need, and where your customer stands.
Know what you have, know what you need.
Why FileStride?
We're the digital document management solution you've been waiting for. We make it easy to automate your document exchange. 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 covenants.
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All it takes to get started:
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​Request items by creating projects for one-off items or templated lists.
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Review incoming files from your client and mark items as satisfied or complete.
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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.
FEATURES
Get back to the work you actually want to do.
Know what you have,
know what you need
Create recurring requests with status indicators, reports and automatic nudges that keep everybody in the know.
We've facilitated over 1,000,000 file interactions...and counting.
