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$24,00/month

  • Free Version
  • Free Trial
  • 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, 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, Singapore, 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$24,00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

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

    Features

    Total features of FileInvite: 111

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Applicant Tracking
    • Application Management
    • Approval Process Control
    • Archiving & Retention
    • Assessment Management
    • Asset Lifecycle Management
    • Audit Management
    • Audit Trail
    • Authentication
    • Auto Loans
    • Borrower Management
    • Business Loans
    • Candidate Management
    • Chat/Messaging
    • Client Database
    • Client Management
    • Client Portal
    • Collaboration Tools
    • Collections Management
    • Commercial Mortgages
    • Compliance Management
    • Compliance Tracking
    • Configurable Workflow
    • Construction Loans
    • Contact Management
    • Content Library
    • Content Management
    • Contract/License Management
    • Customer Database
    • Customer Management
    • Customer Statements
    • Customizable Branding
    • Customizable Forms
    • Customizable Templates
    • Dashboard
    • Data Import/Export
    • Data Security
    • Data Synchronization
    • Document Capture
    • Document Classification
    • Document Generation
    • Document Storage
    • Drag & Drop
    • Electronic Applications
    • Electronic Forms
    • Electronic Signature
    • Email Reminders
    • Employee Handbook
    • Encryption
    • File Conversion
    • File Management
    • File Sharing
    • File Storage
    • File Transfer
    • For Borrowers
    • Forms Creation & Design
    • Forms Management
    • Full Text Search
    • Government Loans
    • HUD Settlement Statements
    • Historical Reporting
    • Interaction Tracking
    • 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
    • Pipeline Management
    • Pre-Qualification
    • Progress Tracking
    • Promissory Notes
    • Property Tax Management
    • Real Time Synchronization
    • Real-Time Chat
    • Refinance Management
    • Reminders
    • Reporting/Analytics
    • Residential Mortgages
    • SSL Security
    • Search/Filter
    • Secure Data Storage
    • Self Service Portal
    • Student Loans
    • Task Management
    • Task Progress Tracking
    • Team Collaboration
    • Templates
    • 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
    (95)
    Value for Money
    4,6/5
    Features
    4,4/5
    Ease of Use
    4,6/5
    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 95
    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

    Zuhairah A.
    Overall rating
    • Industry: Internet
    • Company size: 5 001-10 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    FileInvite review

    Reviewed on 2021/06/05

    Pros

    First, the application can maintain the filename you installed the theme with, so you won't have to waste time renaming the file once it's downloaded. Second, if a customer uploads a photo, you may opt to get the PDF version instead of having to convert the image to PDF.

    Cons

    If a customer uploads all of the files and downloads them to get them all, it will save into one merged PDF file with ID, bank statement, and everything together. I will have to split them and rename them manually, and we couldn't just get the combined files for one file.

    Response from FileInvite

    Thanks for your review Zuhairah. We have a solution to your problem! This article shows how you can select only certain files to be exported out in your collate, which may help:
    https://help.fileinvite.com/en/articles/3631936-download-selected-files-from-an-invite-into-a-single-collated-pdf

    If you have further questions please reach out to us at [email protected]"

    Santino M.
    Overall rating
    • Industry: Education Management
    • Company size: 501-1 000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 8.0 /10

    FileInvite Review

    Reviewed on 2022/05/28

    Pros

    FileInvite is very easy to navigate with great features to communicate between clients and myself.

    A very secure platform that allows for us to upload confidential files without worrying.

    The automated follow ups are an excellent feature that save a lot of time and provides timely reminders.

    The ability to save files as PDF instead of pictures saves a lot of time.

    Cons

    No major issues have been experienced with FileInvite.

    Response from FileInvite

    Thank you for your review, Santino. We are glad that our automated follow-up and auto PDF-conversions are saving you time!

    Fukekila M.
    Overall rating
    • Industry: Financial Services
    • Company size: Self Employed
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    My experience is an open book. LOFY

    Reviewed on 2022/06/02

    Pros

    To begin with the trial is always nice to see if this is a software that you can work with immediately, or catch on by way of use. I was able to reach out to the team and get some shared files that would point me in the right direction to how I needed to use certain features, but really my learning experience came from the trial and error. Once I learned how the software operated, I was able to smoothly go throughout my day sharing data with my clients.

    Cons

    To my knowledge there was no on boarding orientation only videos and reaching out to the team for help as needed. So, with me being new to the use of portals and software it would’ve been really helpful if a team member could have walked me through the process via Zoom or Google meets so I could be taught the steps to take and learn where and what to do. The time that it took for the team to respond to me I didn’t care for too much, because of the nature of the flow of my assignment I needed help right standing on site but because I was unable to get it I had to shell my productivity until someone became available then they were available and I was unavailable so was some tag teaming going on.

    Mark F.
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 11-50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 10.0 /10

    A bargain for what you get

    Reviewed on 2022/01/04

    Overall I think the system is great! I believe in time, with technology advances, it will even get...

    Overall I think the system is great! I believe in time, with technology advances, it will even get better.

    Pros

    Being able to send documents for signature along with having the customer securely upload their personal information has been very beneficial to our organization. Being a non-profit requires us to watch our costs and this has been very cost-friendly.

    Cons

    A little tedious having to go into each form separately to get it "Live" for signing. Also having to remember to change the date layout as it is pre-set as year-month-day and we need it to be month-day-year. It won't automatically default to this.

    Response from FileInvite

    We really appreciate your feedback. We've shared it with the product team and they will be in touch to get more details.

    Showing 5 reviews of 95 Read all reviews

    FileInvite FAQs

    Below are some frequently asked questions for FileInvite.

    FileInvite offers the following pricing plans:

    • Starting from: US$24,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    14-day free trial available with unlimited functionality. LITE: $24 per month (paid annually, otherwise $29 per month) PRO: $43 per month (paid annually, otherwise $49 per month) MULTI: $87 per month (paid annually, otherwise $99 per month)

    FileInvite has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

    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.