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FileInvite
5
74
4
22
3
3
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Streamlining loan document collection for lenders
Table of Contents
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FileInvite - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
FileInvite overview
What is FileInvite?
FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and lending teams in mind, FileInvite provides a secure client portal that simplifies document intake from any device. It features online forms with digital signing, reusable templates, and automated reminders to reduce follow-ups and accelerate processing.
An intuitive admin dashboard gives teams full visibility and control over document requests, while integrations with platforms like Salesforce, HubSpot, SharePoint, Google Drive, and more enable seamless workflows with existing systems. Trusted by banks, credit unions, and professional service firms, FileInvite helps reduce loan cycle times, save hours of admin per week, and maintain compliance with SOC 2 Type 2 and GDPR standards.
Starting price
per month
Alternatives
with better value for money
Pros & Cons
Client Support
Document Collection
Security and Access Control
Contact Issues
FileInvite’s user interface
FileInvite pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.6
Features
4.4
Ease of use
4.6
Customer support
4.8
Reviews sentiment
What do users say about FileInvite?
Overall I love the platform and use it weekly to manage several documents per client!
Select to learn more
Who uses FileInvite?
Based on 99 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
FileInvite's key features
Most critical features, based on insights from FileInvite users:
All FileInvite features
Features rating:
FileInvite alternatives
FileInvite
Starting from
829
Per month
Google Drive
Starting from
7
/user
Per month
Google Workspace
Starting from
7
/user
Per month
OneDrive
Starting from
1.99
Per month
FileInvite pricing
Pricing plans
Pricing details:
Enterprise
No pricing info
Features included:
- 150+ users
User opinions about FileInvite price and value
Value for money rating:
To see what individual users think of FileInvite's price and value, check out the review snippets below.
Connor M.
Account Executive
Connor M.
Account Executive
FileInvite integrations (7)
Integrations rated by users
We looked at 99 user reviews to identify which products are mentioned as FileInvite integrations and how users feel about them.
Integration rating: 4.0 (1)
Integration rating: 5.0 (1)
Integration rating: 5.0 (1)
Integration rating: 5.0 (1)
Integration rating: 5.0 (1)
“Trello works very well with Zapier, letting new form entries, deals, or events create and update cards automatically on our boards”
Kartikeya G.
Property Manager
Integration rating: 5.0 (1)
FileInvite support options
Typical customers
Platforms supported
Support options
Training options
