Stop Chasing Client Documents
Real Estate Investment Firms and Syndicators Centralize Document Collection, Request workflow and Onboarding Investors
FileStride allows you and your investors and lenders to exchange information with zero friction so that you can improve your investor's experience and close much more efficiently.
Get a quick pulse check on where your projects stand with the Dashboard view in FileStride.
Know what you have, know what you need.
Why FileStride?
We're the digital document exchange solution you've been waiting for.
We make it easy to automate your document requests and sharing. No more managing checklists, searching for files in emails, resending information 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.