FileInvite

Automated cloud-based document collection system for clients

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

Key benefits of FileInvite

  • FileInvite's automated document collection and management software replaces traditional methods for chasing clients when it comes to gathering requested information in a more efficient way.
  • Pricing plans include the sending of unlimited "invites" sent to clients when formally requesting information and files, specifying the necessary information required and due deadlines.
  • Invite templates can be created to simplify the process of making repeated requests, before FileInvite tracks the request progress and sends automated reminders to clients.
  • Files and assets are uploaded to a link, while users can then download all completed information and documentation through FileInvite or sync automatically to third-party online storage apps.
  • Uses a secure SSL/HTTPS connection, automatically encrypting every file during upload and throughout cloud storage to offer a safer method than sending attachments via unencrypted email.
  • Devices

    Business size

    S M L

    Markets

    United Arab Emirates, Afghanistan, Albania, Armenia, Argentina and 93 others, Austria, Australia, Azerbaijan, Bosnia & Herzegovina, Bangladesh, Belgium, Bulgaria, Bolivia, Brazil, Bhutan, Belarus, Canada, Switzerland, Chile, China, Colombia, Cyprus, Czechia, Germany, Denmark, Ecuador, Estonia, Spain, Finland, France, United Kingdom, Georgia, Greece, Guyana, Hong Kong SAR China, Croatia, Hungary, Indonesia, Ireland, Israel, India, Iraq, Iran, Iceland, Italy, Jordan, Japan, Kyrgyzstan, Cambodia, North Korea, South Korea, Kuwait, Kazakhstan, Laos, Lebanon, Sri Lanka, Lithuania, Latvia, Moldova, Montenegro, North Macedonia, Myanmar (Burma), Mongolia, Malta, Malaysia, Netherlands, Norway, Nepal, New Zealand, Oman, Peru, Philippines, Pakistan, Poland, Portugal, Paraguay, Qatar, Romania, Serbia, Russia, Saudi Arabia, Sweden, Slovenia, Slovakia, Suriname, Syria, Thailand, Tajikistan, Turkmenistan, Turkey, Trinidad & Tobago, Taiwan, Ukraine, United States, Uzbekistan, Vietnam, Yemen, South Africa

    Supported Languages

    English

    Pricing starting from:

    US$12,00/month

    • Free Trial
    • Free Version
    • Subscription

    Images

    The main user dashboard summarises a user's FileInvite activities with status lists, charts, messages and alerts
    The client uploads and completes the requested information via a link to an intuitive online interface
    Files and information submitted to FileInvite can be downloaded through the app or synced instead to other online storage spaces
    Automated email reminders can be setup to prompt clients into action and complete the request by a certain time
    Receive questions and messages from clients straight to the main app dashboard
    Create a FileInvite to request the information needed, saving them as templates for making repeated requests easier
    Send an invite to a client and view helpful status reports on the progress for each one
    View 8 more
    FileInvite video
    FileInvite screenshot: The main user dashboard summarises a user's FileInvite activities with status lists, charts, messages and alerts FileInvite screenshot: The client uploads and completes the requested information via a link to an intuitive online interface FileInvite screenshot: Files and information submitted to FileInvite can be downloaded through the app or synced instead to other online storage spaces FileInvite screenshot: Automated email reminders can be setup to prompt clients into action and complete the request by a certain time FileInvite screenshot: Receive questions and messages from clients straight to the main app dashboard FileInvite screenshot: Create a FileInvite to request the information needed, saving them as templates for making repeated requests easier FileInvite screenshot: Send an invite to a client and view helpful status reports on the progress for each one

    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

    Overall rating

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

    Already have FileInvite?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 67
    Renee G.
    Overall rating
    • 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

    Jared F.
    Overall rating
    • 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...

    Alanna R.
    Overall rating
    • 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.

    Steve L.
    Overall rating
    • 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.

    Clinton W.
    Overall rating
    • 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.

    Showing 5 reviews of 67 Read all reviews

    FileInvite FAQs

    Below are some frequently asked questions for FileInvite.

    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)

    We do not have any information about FileInvite features

    FileInvite has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    FileInvite supports the following languages:

    English

    FileInvite supports the following devices:

    FileInvite integrates with the following applications:

    Dropbox Business, Google Drive, WorkflowMax, Zapier

    FileInvite offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for FileInvite.