FileInvite 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.

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Pricing

Pricing Starts At:
$0/month/1 user
Pricing Information:
FREE - $0 per month
Pro- $99/month billed annually or $119/month billed monthly
Business - $Custom pricing per month
Free Version:
Yes

Integrations

API:
Yes, FileInvite has an API
View Integrations

Reviews - 3 Verified Reviews

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
FileInvite
Year Founded:
2014
Headquarters:
New Zealand, United States
Website:
www.fileinvite.com
Update This Listing

Media

Play Video Custom Branded Client Portal Dashboard Create Invite Review Invite Invite Sent Overview View Invite History
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

FileInvite Features and Options

File Sharing Software

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Document Management Software

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Mortgage and Loans Software

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Workflow Management Software

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Document Collaboration Software

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Loan Servicing Software

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Digital Signature Software

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Loan Origination Software

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Onboarding Software

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Legal Document Management Software

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Admissions and Enrollment Software

Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Financial Aid Management
Forms Management
K-12
Recruiting Management
Scoring
Self Service Portal

Portal Software

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Document Generation Software

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Commercial Loan Software

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

FileInvite Lists

FileInvite User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Senior Project Manager
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Simple and Effective platform

    Date: Nov 21 2022

    Summary: Overall, FileInvite is a secure product where whole team members can onboard and manage (upload and download) files as per the ability given by the admin. The Digital document signature feature is great. Highly recommend.

    Positive: The user interface of FileInvite is super clean and intuitive. Easy to share and collect a digital signature for any type of user. Integrated with Dropbox and Zapier platforms. Approval and ability control can be set by admins. Pre-designed templates for creating contracts.

    Negative: Till now I haven't found any downside in this platform.

    Read More...
    FileInvite Company Response
    Date: Nov 22 2022
    Thanks so much for the review. We're so glad that you're finding FileInvite easy to use, and are enjoying some of our popular integrations. -Kristen @ FileInvite
  • Name: Punit R.
    Job Title: Software engineer
    Length of product use: Free Trial
    Used How Often?: Monthly
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Documentation become automation

    Date: May 27 2020

    Summary: It's a wonderful DMS (documents management software) which is loaded with tons of great features. It helps you to manage document tracking, assembly, archiving. It's perfect way to make your documentation in auto way.

    Positive: Perfect for any size of business/enterprise.
    Helps you in document automation.
    Available on SaaS, web and cloud platform.
    You can access file offline also.
    Lets you synchronize with Google Drive.

    Negative: No free plan available. Otherwise it's a great DMS tool.

    Read More...
  • Name: Home Loan C.
    Job Title: Support Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great Product

    Date: Sep 20 2019

    Summary: Really pleased with the service and highly recommended

    Positive: This is such a great service for data and document collection. Personalised branding makes it even better.

    Negative: Nothing really, overall ticks all our boxes. All pros!

    Read More...
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