Interfold - Manage Financial Documents With Ease

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.

Underwrite in seconds with AI

Extract and analyze financials in seconds, with advanced image recognition and AI capabilities. Including financial spreading, CRE repayment analysis, guarantor cash flow, and more.

Close deals faster

Onboard borrowers automatically through a modern portal, with advanced AI capabilities.

Personalized reminders drive borrower engagement on autopilot, so lenders focus on growth, not administering documents.

Autonomous loan reviews & monitoring

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

Modern borrower experience

Prevent loan delays and streamline the process.

All parties have visibility on required actions and progress. Automatically drive borrower action with personalized reminders.

Built with Powerful and Modern Features

[Collect and manage documents automatically

Collect borrower documents automatically, optimized for user engagement](/#w-tabs-0-data-w-pane-0)
[Modern borrower experience

Borrowers experience a guided digital workflow in less than 10 minutes](/#w-tabs-0-data-w-pane-1)
[Borrower and document tracking

Track and engage borrowers based on progress and docs. received, to optimize conversion and enable seamless client experience](/#w-tabs-0-data-w-pane-2)
[Document storage and sharing

View a complete set of organized and labeled documents in a secure document store](/#w-tabs-0-data-w-pane-3)
[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.](/#w-tabs-0-data-w-pane-4)
[System of record

End-to-end record-keeping ensures compliance for risk management and audits](/#w-tabs-0-data-w-pane-5)

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Why Interfold

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

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.

Reduce loan cycle time

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

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.

Grow loan originations

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

Security & Compliance

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