Average Ratings 18 Ratings
Average Ratings 3 Ratings
Description
Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
Description
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Why do our customers choose FileInvite?
1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%.
2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required.
Send your first Invite in just five minutes when you sign up for a free account.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Actum Processing
Yes
Axis LMS
No
Box
No
Decision Logic
Yes
Dropbox
No
Gmail
Yes
Google Drive
No
HubSpot CRM
No
Microsoft 365
Yes
Microsoft OneDrive
No
Integrations
Actum Processing
No
Axis LMS
Yes
Box
Yes
Decision Logic
No
Dropbox
Yes
Gmail
No
Google Drive
Yes
HubSpot CRM
Yes
Microsoft 365
No
Microsoft OneDrive
Yes
Pricing Details
Centrex Software offers a fintech menu where you can pick and choose the features you want and don't want.
Free Trial
No
Free Version
No
Pricing Details
$829/mo
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Centrex Software
Founded
2015
Country
United States
Website
www.centrexsoftware.com
Vendor Details
Company Name
FileInvite
Founded
2014
Country
New Zealand, United States
Website
www.fileinvite.com
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
Yes
Household Tracking
Yes
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Loan Origination
Amortization Schedule
Yes
Audit Trail
Yes
Closing Documents
Yes
Compliance Management
No
Customer Database
Yes
Digital Signature
Yes
Document Management
Yes
Fee Management
Yes
Loan Processing
Yes
Online Application
Yes
Loan Servicing
Accounting Management
Yes
Amortization Schedule
Yes
Application Management
Yes
Auto Loans
Yes
Automatic Funds Distribution
Yes
Business Loans
Yes
Collateral Tracking
Yes
Collections Management
Yes
Compliance Management
Yes
Construction Loans
Yes
Customer Database
Yes
Fee Management
Yes
Investor Management
Yes
Loan Processing
Yes
Student Loans
Yes
Mortgage and Loans
Amortization Schedule
Yes
Client Database
Yes
Closing Documents
Yes
Commercial Mortgages
Yes
Contact Management
Yes
Credit Reporting
Yes
Customer Statements
Yes
Document Management
Yes
Electronic Applications
Yes
Government Loans
Yes
Loan Origination
Yes
Loan Servicing
Yes
Pipeline Management
Yes
Pre-Qualification
Yes
Refinance Management
Yes
Residential Mortgages
Yes
Product Features
Admissions and Enrollment
Application Management
Yes
Assessment Management
Yes
Candidate Management
Yes
Colleges / Universities
Yes
Evaluation Management
Yes
Fee Management
Yes
Financial Aid Management
No
Forms Management
Yes
K-12
No
Recruiting Management
No
Scoring
No
Self Service Portal
Yes
Commercial Loan
Asset Management
No
Audit Trail
Yes
Complex Debt Structures
No
Dashboard
Yes
Document Management
Yes
Exposure Management
No
Lead Management
No
Pipeline Management
Yes
Risk Management
No
Trend Analysis
No
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
Yes
Task Progress Tracking
Yes
Document Collaboration
Access Control / Permissions
Yes
Autosave
Yes
Chat / Messaging
Yes
Cloud Storage
Yes
Comments / Annotations
No
Edit / Change Tracking
Yes
Electronic Signature
Yes
Multiple File Formats
Yes
Pre-made Templates
Yes
Search
Yes
User Tagging
No
Version Control
Yes
Workflow / Approval Process
Yes
Document Generation
Batch Processing
Yes
Collaboration
Yes
Digital Signature
Yes
Interaction Tracking
Yes
Multiple Output Formats
Yes
Templates
Yes
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
Yes
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
Yes
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes
File Sharing
Audit Trail
Yes
Chat / Messaging
Yes
Collaboration
Yes
Document Management
Yes
Drag & Drop
Yes
Electronic Signature
Yes
Encryption
Yes
File Synchronization
Yes
Search
Yes
User Management
Yes
Version Control
Yes
Workflow Management
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
Yes
Contract Management
Yes
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
No
Version Control
Yes
Loan Origination
Amortization Schedule
No
Audit Trail
Yes
Closing Documents
Yes
Compliance Management
Yes
Customer Database
Yes
Digital Signature
Yes
Document Management
Yes
Fee Management
No
Loan Processing
Yes
Online Application
Yes
Loan Servicing
Accounting Management
No
Amortization Schedule
No
Application Management
Yes
Auto Loans
No
Automatic Funds Distribution
No
Business Loans
Yes
Collateral Tracking
Yes
Collections Management
Yes
Compliance Management
Yes
Construction Loans
Yes
Customer Database
Yes
Fee Management
No
Investor Management
No
Loan Processing
Yes
Student Loans
Yes
Mortgage and Loans
Amortization Schedule
No
Client Database
Yes
Closing Documents
Yes
Commercial Mortgages
Yes
Contact Management
Yes
Credit Reporting
No
Customer Statements
Yes
Document Management
Yes
Electronic Applications
Yes
Government Loans
Yes
Loan Origination
Yes
Loan Servicing
Yes
Pipeline Management
Yes
Pre-Qualification
Yes
Refinance Management
Yes
Residential Mortgages
Yes
Onboarding
Course Management
No
Document Management
Yes
E-Verify / I-9 Forms
No
Electronic Forms
Yes
Electronic Signature
Yes
Employee Handbook
No
Employee Portal
Yes
File Management
Yes
Job Description Management
No
Orientation Management
No
Self Service Portal
Yes
Task Management
No
Tax Forms
Yes
Training Management
Yes
Portal
Chat
Yes
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
Yes
Task Management
No
Third Party Integrations
Yes
Workflow Configuration
Yes
