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FileInvite Reviews

& Product Details

What is FileInvite?

FileInvite streamlines the process of collecting and managing documents from clients. This software is particularly designed to automate the document collection process, making it more efficient and less time-consuming.

By sending automated requests to clients for the necessary documents, FileInvite facilitates a smoother, more organized workflow that ensures all documents are collected in a timely and secure manner. The platform supports an array of file types and integrates with cloud storage services for easy access and storage of documents.

The key benefit of using FileInvite lies in its ability to save businesses significant time and reduce the manual efforts typically involved in collecting documents from clients. Users can track document requests in real-time, send reminders automatically, and maintain a high level of security and compliance with data protection regulations.

Ideal for financial advisors, mortgage brokers, and legal firms, FileInvite is a versatile tool that can adapt to various use cases requiring document collection and management. Its intuitive interface ensures ease of use, making it accessible for all skill levels.

Found in these Categories

Best For

Automated cloud-based document collection system for clients
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    FileInvite Limited

  • Located In

    New Zealand

  • Website

Starting from:


Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

FileInvite offers a range of pricing plans, starting with a Free plan that provides secure document collection and e-signatures for up to 3 invites per month. The Pro plan costs $49 per month and includes up to 20 invites, core features, and 40 SMS credits. For businesses requiring over 100 invites per month, the Business plan provides custom pricing and advanced features like white labeling and robust API integration. Additionally, Enterprise plans offer custom integrations and VIP support.

  • Activity Tracking
  • Cloud Access
  • Content Management
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Search
  • Document Templates
  • Drag & Drop
  • File Conversion
  • File Management
  • File Sharing
  • Secure Data Storage
  • Version Control

Additional Features

  • Access Controls/Permissions
  • Activity Dashboard
  • Admissions Management
  • API
  • Applicant Tracking
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Borrower Management
  • Business Loans
  • Candidate Management
  • Chat/Messaging
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commercial Mortgages
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Management
  • Content Library
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Forms
  • Customizable Templates
  • Dashboard
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Document Storage
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Employee Handbook
  • Encryption
  • File Storage
  • File Transfer
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Government Loans
  • Historical Reporting
  • HUD Settlement Statements
  • Interaction Tracking
  • Job Description Management
  • Lead Management
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Mobile Signature Capture
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Multi-Party Signing
  • Offline Access
  • Online Applications
  • Outsource Processing
  • Password Management
  • Payment Collection
  • Pre-Qualification
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Real Time Synchronization
  • Real-Time Chat
  • Refinance Management
  • Remote Access/Control
  • Reporting/Analytics
  • Residential Mortgages
  • SSL Security
  • Team Collaboration
  • Third-Party Integrations
  • Visual Presentation
  • Workflow Management


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