FileInvite
Automated cloud-based document collection system for clients
4,7 /5 (65 reviews) Write a Review!FileInvite Overview
What is FileInvite?
FileInvite is an information and document requesting solution for any business that wants to automate the process across a client base. Offering particular suitability to those sectors involved in financial services, loan and mortgage applications for example, FileInvite is in fact open to all with scalable subscription-based pricing. The service promises enhanced security over data transmission and storage over traditional email methods, adding SSL/HTTPS encryption to keep sensitive client information confidential. This, coupled with the ability to make multiple requests in one hit while tracking progress, claims to streamline a more efficient approach to data collection.
The system works by allowing users to create "invites" that define all the required information and associated document attachments, which can be saved to template for repeated use. These are then sent to a client contact and tracked to report back the status and progress, viewable from within the app's dashboard-based interface. Automated email reminders can be setup to prompt timely client completion based on stipulated due dates, giving clients online portal links to precisely where the information should be submitted. The uploaded content and files are then securely stored for download through FileInvite, or automatically synced to cloud storage including Dropbox.
FileInvite Overview
Pricing
Pricing options
14-day free trial available with unlimited functionality.
LITE: $12 per month (paid annually, otherwise $15 per month)
PRO: $28 per month (paid annually, otherwise $35 per month)
MULTI: $68 per month (paid annually, otherwise $85 per month)
FileInvite Features
Media
FileInvite Reviews
FileInvite Reviews
Brilliant time saving product
Very easy to work with, excellent customer service and always available when needed.
A Great Solution for Document Collection
The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.
Get docs faster - its what it does!
We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process.
We would always miss documents and be in and out of emails checking off against a manual spreadsheet.
Quite simply... this sucked.
When we found Fileinvite I knew immediately this would save us a ton of time and improve our client experience.
We have been a user for two years now with zero regrets.
FileInvite allows me to be more efficient within my business and reduces anxiety! ;-)
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Brilliant time saving product
Pros
I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.
Cons
Nothing to fault with the product at all.
Response from FileInvite
Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results.
We are so glad that clients are finding it easy to use as well.
Nick @ FileInvite.com
A Great Solution for Document Collection
The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.
Pros
The software (app) is easy to use and set up, taking only a few minutes. The 'templates' feature make it easy to quickly send document requests to my clients / customers. The software also offers a quick video tutorial for those clients / customers familiar with such software, showing end users how to use the app. FileInvite just added a "forms" feature allowing the user to create quick and easy fillable form templates.
Cons
I would like to see some additional functionality added to "forms" like simple math functions. It would also be very beneficial to "replaceable fields" to the templates allowing for automatic naming of certain documents.
Response from FileInvite
Thanks for the feedback Jared,
We're hoping to expand on the forms functionality soon...
Its great however it is a long winded path to get into drop box
Pros
I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,
Cons
Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.
Get docs faster - its what it does!
We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process.
We would always miss documents and be in and out of emails checking off against a manual spreadsheet.
Quite simply... this sucked.
When we found Fileinvite I knew immediately this would save us a ton of time and improve our client experience.
We have been a user for two years now with zero regrets.
Pros
Simple for clients to use and simple for our staff to use.
Love the google drive integration and how it renames the files as per your request items.
The the UI is pretty polished
Cons
Some of the menu systems require more clicks than should be required.
No google contact or CRM integrations yet (work arounds with Zapier though)
Fairly minor issue in my mind.
FileInvite allows me to be more efficient within my business and reduces anxiety! ;-)
Pros
I like the fact that you can add your own logo so that clients are not confused by where the request is coming from, it keeps a continuity of branding. I love the fact that clients are getting text messages to let them know they have an invite, or that it is now due today. I like that I can create templates.
Cons
Not able to link to Bankstatements.com.au however I get around it by putting my link under the request Bankstatements for people to click on. I think it would be a good idea to have the ability to ask questions for clients to respond to in a check off way, sometimes it is not a document that we need but the answer to a question, once they respond it can be checked off. I would like to have a record of the invite, what was uploaded, down loaded, comments etc so I can add to my file separate to FileInvite for compliance reasons.
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FileInvite Pricing
FileInvite Pricing
14-day free trial available with unlimited functionality.
LITE: $12 per month (paid annually, otherwise $15 per month)
PRO: $28 per month (paid annually, otherwise $35 per month)
MULTI: $68 per month (paid annually, otherwise $85 per month)
14-day free trial available with unlimited functionality.
LITE: $12 per month (paid annually, otherwise $15 per month)
PRO: $28 per month (paid annually, otherwise $35 per month)
MULTI: $68 per month (paid annually, otherwise $85 per month)
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FileInvite Features
FileInvite Features
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Categories
Categories
Additional information for FileInvite
Additional information for FileInvite
Key features of FileInvite
- API
- Access Control
- Action Mangement
- Action item tracking
- Activity Tracking
- Application management
- Approval Process Control
- Approve Documents
- Assignment Management
- Audit Trail
- Auditing
- Authentication
- Auto loans
- Automated Scheduling
- Automatic reminders
- Branded invites
- Business loans
- CRM Integration
- Chat
- Chat ability
- Client contact database
- Client messaging
- Closing documents
- Collections Management
- Compliance management
- Configurable Workflow
- Construction loans
- Consumer loans
- Contact import/export
- Dashboard-based UI
- Data Synchronization
- Data encryption
- Document Approval
- Document Management
- Document storage
- Electronic applications
- Email Notifications
- File Management
- File Transfer
- For finance industry
- History Tracking
- Invitations and reminders
- Invite progress tracking
- Invite templates
- Loan origination
- Loan processing
- Loan servicing
- Loan submission control
- Mortgages
- Notifications
- OneDrive Integration
- Online application acceptance
- Outsource processing
- Password Management
- Receiving files
- Remote Access
- SSL secured
- Secure Login
- Secured data storage
- Student loans
- Third Party Integration
- Track Applicants Files
- User Management
- Web storage integration
Benefits
FileInvite FAQs
FileInvite FAQs
Below are some frequently asked questions for FileInvite.
Q. What type of pricing plans does FileInvite offer?
FileInvite offers the following pricing plans:
Starting from: US$12,00/month
Pricing model: Subscription
Free Trial: Available
14-day free trial available with unlimited functionality. LITE: $12 per month (paid annually, otherwise $15 per month) PRO: $28 per month (paid annually, otherwise $35 per month) MULTI: $68 per month (paid annually, otherwise $85 per month)
Q. What are the main features of FileInvite?
FileInvite offers the following features:
- API
- Access Control
- Action Mangement
- Action item tracking
- Activity Tracking
- Application management
- Approval Process Control
- Approve Documents
- Assignment Management
- Audit Trail
- Auditing
- Authentication
- Auto loans
- Automated Scheduling
- Automatic reminders
- Branded invites
- Business loans
- CRM Integration
- Chat
- Chat ability
- Client contact database
- Client messaging
- Closing documents
- Collections Management
- Compliance management
- Configurable Workflow
- Construction loans
- Consumer loans
- Contact import/export
- Dashboard-based UI
- Data Synchronization
- Data encryption
- Document Approval
- Document Management
- Document storage
- Electronic applications
- Email Notifications
- File Management
- File Transfer
- For finance industry
- History Tracking
- Invitations and reminders
- Invite progress tracking
- Invite templates
- Loan origination
- Loan processing
- Loan servicing
- Loan submission control
- Mortgages
- Notifications
- OneDrive Integration
- Online application acceptance
- Outsource processing
- Password Management
- Receiving files
- Remote Access
- SSL secured
- Secure Login
- Secured data storage
- Student loans
- Third Party Integration
- Track Applicants Files
- User Management
- Web storage integration
Q. Who are the typical users of FileInvite?
FileInvite has the following typical customers:
Small Business, Mid Size Business
Q. What languages does FileInvite support?
FileInvite supports the following languages:
English
Q. What type of pricing plans does FileInvite offer?
FileInvite has the following pricing plans:
Subscription
Q. Does FileInvite support mobile devices?
We do not have any information about what devices FileInvite supports
Q. What other apps does FileInvite integrate with?
FileInvite integrates with the following applications:
Capsule, Dropbox Business, Egnyte, Google Drive, WorkflowMax, Zapier
Q. What level of support does FileInvite offer?
FileInvite offers the following support options:
Online Support, Phone Support, Knowledge Base, Video Tutorials
Very easy to work with, excellent customer service and always available when needed.