About 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.
Pricing starting from:
US$12,00/month
- Free Trial
- Free Version
- Subscription
Compare with Popular Alternatives
Key benefits of FileInvite
Devices
Business size
Markets
Supported Languages
Pricing starting from:
US$12,00/month
- Free Trial
- Free Version
- Subscription
Compare with Popular Alternatives
Images
Features
Total features of FileInvite: 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
- Business Loans
- 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 Forms
- Customizable Templates
- Data Import/Export
- Data Security
- Data Synchronization
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Storage
- Drag & Drop
- Electronic Applications
- Electronic Forms
- Electronic Signature
- Email Invitations & Reminders
- Employee Handbook
- Encryption
- File Conversion
- File Management
- File Sharing
- File Transfer
- For Borrowers
- 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
- Outsource Processing
- Password Management
- Pipeline Management
- Pre-Qualification
- Progress Tracking
- Project Management
- Promissory Notes
- Property Tax Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Synchronization
- Real-Time Chat
- Refinance Management
- Reminders
- Remote Access/Control
- Reporting/Analytics
- Residential Mortgages
- SSL Security
- Search/Filter
- Secure Data Storage
- Secure Login
- Self Service Portal
- Student Loans
- Task Management
- Task Progress Tracking
- Team Collaboration
- Third Party Integrations
- Third Party Loan Origination
- Unified Directory
- User Management
- Version Control
- Visual Presentation
- Workflow Management
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Reviews
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- Industry: Financial Services
- Company size: 2-10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Brilliant time saving product
Reviewed on 2018/08/14
Very easy to work with, excellent customer service and always available when needed.
Very easy to work with, excellent customer service and always available when needed.
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
- Industry: Banking
- Company size: 51-200 Employees
- Used Weekly for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
A Great Solution for Document Collection
Reviewed on 2019/05/17
The Fileinvite team has been very responsive. They are willing to listen and if it makes sense...
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...
- Industry: Financial Services
- Company size: 2-10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Its great however it is a long winded path to get into drop box
Reviewed on 2018/03/08
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.
- Industry: Real Estate
- Company size: 2-10 Employees
- Used Daily for Free Trial
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great software
Reviewed on 2021/02/09
Able to obtain required documents from clients all in one portal. Clients can fill in a PDF and...
Able to obtain required documents from clients all in one portal. Clients can fill in a PDF and even add an electronic signature to the forms.
Pros
Helps the process of obtaining necessary and required documents for clients. The widget which you can place on your business website is invaluable. Once you get past the learning curve, it is easy to use and your customers will like using it. The support is unbelievable helpful and prompt.
Cons
None that I can see, other than the learning curve could have been shorter, but I believe a big part of that was me.
- Industry: Banking
- Company size: 2-10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Get docs faster - its what it does!
Reviewed on 2019/05/17
We are mortgage brokers - our problem has always been that to collect dozens of documents to submit...
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 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: Free, 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?
We do not have any information about FileInvite features
Q. Who are the typical users of FileInvite?
FileInvite has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+
Q. What languages does FileInvite support?
FileInvite supports the following languages:
English
Q. Does FileInvite support mobile devices?
FileInvite supports the following devices:
Q. What other apps does FileInvite integrate with?
FileInvite integrates with the following applications:
Dropbox Business, Google Drive, WorkflowMax, Zapier
Q. What level of support does FileInvite offer?
FileInvite offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat
Related categories
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