FileInvite is a cloud-based solution for automating the process of collecting information and documents from business clients with more efficiency and security
FileInvite is a cloud-based solution for automating the process of collecting information and documents from business clients with more efficiency...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.
SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

US$12,00/month

  • Free
  • Subscription

Starting from

US$20,00/month

  • Free
  • Subscription

Overall rating

4,7 /5
(67)
Ease of Use
4,7/5
Features & Functionality
4,5/5
Customer Service
4,8/5
Value for Money
4,6/5

Overall rating

4,5 /5
(96)
Ease of Use
4,4/5
Features & Functionality
4,4/5
Customer Service
4,4/5
Value for Money
4,4/5

Total features 124

  • API
  • Access Controls/Permissions
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Applicant Tracking
  • Applications Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Background Screening
  • Borrower Management
  • Bulk Send
  • Business Loans
  • Business Process Automation
  • Candidate Management
  • Case Management
  • Chat/Messaging
  • Claims Management
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Collections Management
  • Colleges / Universities
  • Commercial Mortgages
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Data Migration
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Email Templates
  • Employee Handbook
  • Encryption
  • Event Logs
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • For Borrowers
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • Issue Management
  • Job Description Management
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Mobile Access
  • Mobile Signature Capture
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Multi-Party Signing
  • Offline Access
  • Online Applications
  • Optical Character Recognition
  • Outsource Processing
  • Password Management
  • Pipeline Management
  • Pre-Qualification
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Notifications
  • Real Time Synchronization
  • Real-Time Chat
  • Real-time Updates
  • Records Management
  • Refinance Management
  • Reminders
  • Remote Access/Control
  • Reporting/Analytics
  • Residential Mortgages
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Two-Factor Authentication
  • Unified Directory
  • User Management
  • Version Control
  • Visual Presentation
  • Watermarking
  • Workflow Configuration
  • Workflow Management

Total features 61

  • API
  • Access Controls/Permissions
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Applicant Tracking
  • Applications Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Background Screening
  • Borrower Management
  • Bulk Send
  • Business Loans
  • Business Process Automation
  • Candidate Management
  • Case Management
  • Chat/Messaging
  • Claims Management
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Collections Management
  • Colleges / Universities
  • Commercial Mortgages
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Data Migration
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Email Templates
  • Employee Handbook
  • Encryption
  • Event Logs
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • For Borrowers
  • For Legal Professionals
  • Forms Management
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • Issue Management
  • Job Description Management
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Mobile Access
  • Mobile Signature Capture
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Multi-Party Signing
  • Offline Access
  • Online Applications
  • Optical Character Recognition
  • Outsource Processing
  • Password Management
  • Pipeline Management
  • Pre-Qualification
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Notifications
  • Real Time Synchronization
  • Real-Time Chat
  • Real-time Updates
  • Records Management
  • Refinance Management
  • Reminders
  • Remote Access/Control
  • Reporting/Analytics
  • Residential Mortgages
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Two-Factor Authentication
  • Unified Directory
  • User Management
  • Version Control
  • Visual Presentation
  • Watermarking
  • Workflow Configuration
  • Workflow Management
  • Acctivate Inventory Management
  • DocuSign
  • Dropbox Business
  • Emburse Tallie
  • FreshBooks
  • Google Drive
  • Hubdoc
  • Method CRM
  • Microsoft Outlook
  • Quickbooks Online
  • Acctivate Inventory Management
  • DocuSign
  • Dropbox Business
  • Emburse Tallie
  • FreshBooks
  • Google Drive
  • Hubdoc
  • Method CRM
  • Microsoft Outlook
  • Quickbooks Online