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Venture Capital-Backed Startup


PUT DOCUMENT COLLECTION AND LOAN MONITORING ON AUTOPILOT WITH INTERFOLD.

Automatically manage document collection, loan monitoring with a modern
platform, so you can focus on what matters most: advising and serving clients.


Thank you! We will reach out to you shortly
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Trusted by trillion-dollar companies

Interfold Benefits



RUN AT THE SPEED OF DIGITAL WITH INTERFOLD.



Commercial lending can be a long and painful process, but it doesn’t have to be.
Streamline the way you run with Interfold’s modern platform for bankers and
borrowers.



CLOSE DEALS FASTER

Request borrower documents automatically with one click. Interfold guides
borrowers to produce a complete financial package, every time.





AUTONOMOUS  LOAN REVIEWS & MONITORING

Interfold automatically goes out to clients for regular reporting and reviews,
so credit teams always have up-to-date and on-time financials.





MODERN BORROWER EXPERIENCE

Borrowers securely provide documentation in less than 10 minutes – making it
fast and easy.



SEAMLESS CLIENT INTERACTIONS

All parties have visibility on required actions and progress. Prevent loan
delays and streamline the process, while tactically driving borrower engagement
and conversion.



Interfold Features


BUILT WITH POWERFUL AND MODERN FEATURES

Collect and manage documents automatically

Collect borrower documents automatically, optimized for user engagement




Modern borrower experience

Borrowers experience a guided digital workflow in less than 10 minutes


Borrower and document tracking

Track and engage borrowers based on progress and docs. received, to optimize
conversion and enable seamless client experience



Document storage and sharing

View a complete set of organized and labeled documents in a secure document
store



Automatic reviews and covenant reporting

Automatically go out to clients (and third parties) for future reviews and
covenant tests, to receive on-time, up-to-date financial information.



System of record

End-to-end record-keeping ensures compliance for risk management and audits



Why Use interfold


WHY INTERFOLD

Interfold helps leaders achieve their most strategic priorities, from driving
loan growth to improving operating efficiency.


Get in touch

MANAGE THE PORTFOLIO

Interfold automates routine tasks and improves portfolio visibility, so credit
teams save time and strengthen risk management with up-to-date financials.


Manage with ease

REDUCE LOAN CYCLE TIME

Accelerate cycle time by 25% – saving weeks of time and dozens of manual
touches, to increase client satisfaction and retention.


Save Time

ENABLE EFFICIENCY AT SCALE

As loan volume grows, lenders struggle to continually add administrative
headcount. Interfold enables lenders to grow efficiently without putting
pressure on bank margins.


Scale Effectively

GROW LOAN ORIGINATIONS

Interfold automates and manages the administrative - increasing your team’s
capacity by 50% - 80% to drive relationship development and loan growth.


Increase Revenue

Executive Leader #1
Signature Bank
"The biggest waste of our day is tracking down people, getting financials...and
the visibility is a problem. Sometimes RMs don’t get back customer financials,
and it might not get caught for months.”
Commercial Loan Officer
Utah Community Credit Union
RMs spend hours and hours on collecting, organizing, and storing documents —
which prevents me from doing more deals, both for my own sanity and for the
member experience. Having a solution like this could increase my deal volume by
33% to 50%, depending on deal complexity.”
Executive Leader #2
Signature Bank
“Protecting the borrower experience is key. Keeping track of the client and what
they need prevents timeline delays and misses that can put the borrower
relationship at risk.”
VP Relationship Manager
Fulton Bank
“If you had a solution to handle the bulk of the work on the document collection
side, you could easily double the amount of prospecting. Today, I have about 10
active prospects at a time, but I could see that increasing to 20 with a better
way to manage my workflow.”
Executive Leader #1
Signature Bank
"The biggest waste of our day is tracking down people, getting financials...and
the visibility is a problem. Sometimes RMs don’t get back customer financials,
and it might not get caught for months.”
Commercial Loan Officer (Top Performer)
Utah Community Credit Union
RMs spend hours and hours on collecting, organizing, and storing documents —
which prevents me from doing more deals, both for my own sanity and for the
member experience. Having a solution like this could increase my deal volume by
33% to 50%, depending on deal complexity.”
Executive Leader #2
Signature Bank
“Protecting the borrower experience is key. Keeping track of the client and what
they need prevents timeline delays and misses that can put the borrower
relationship at risk.”
VP Relationship Manager
Fulton Bank
“If you had a solution to handle the bulk of the work on the document collection
side, you could easily double the amount of prospecting. Today, I have about 10
active prospects at a time, but I could see that increasing to 20 with a better
way to manage my workflow.”




SECURITY & COMPLIANCE

Interfold follows the highest security and compliance standards to reduce the
compliance burden on your organization.


Read More On Security
Grow With Interfold


CREATING A FUTURE YOU CAN SCALE


Thank you! We will reach out to you shortly
Oops! Something went wrong while submitting the form.

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