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.

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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.

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Close deals faster

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

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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.

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Modern borrower experience

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

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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

Screenshot of Interfolds Loan Pipeline
Screen shot of Interfold's Borrower's page Screenshot of Interfolds Guarantors PageScreen shot of Interfolds Overview page Screen shot of Interfolds Overview page Screen shot of Interfolds Overview page
Screenshot of Interfolds Loan Pipeline
interfold product showing a breakdown of loan details collected
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interfold product showing a breakdown of loan details collected
Why Use interfold

Why Interfold

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

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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
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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
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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
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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
$100B Regional 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
$100B Regional 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
$100B Regional 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
$100B Regional 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.”
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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

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