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FileInvite

Streamlining loan document collection for lenders

Table of Contents

Is this product right for your business?

Find out with a

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

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.

Key benefits of using 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.

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.

Starting price

829usage based /
per month

Alternatives

with better value for money

FileInvite’s user interface

Ease of use rating:

4.7

(98)

FileInvite pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

3-4(25)

5(73)

What do users say about FileInvite?

Reviewers feel FileInvite streamlines client document collection, making it easier to organize files, track progress, and communicate requirements. They report that clients find the process straightforward, appreciate clear instructions, and enjoy faster turnaround times, though some mention challenges with older or less tech-savvy clients. They value the security and efficiency it brings to their workflow.

Users say FileInvite is simple to use and easy to implement, with an intuitive interface that requires minimal training. They note that most features are accessible and that the platform is user-friendly, though some wish for additional form functionality and customization.

Select to learn more

Who uses FileInvite?

Based on 98 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services

Banking

Accounting

Consumer Services

Others

Use cases

Document Management

File Sharing

Onboarding

Digital Signature

Portal

FileInvite's key features

Most critical features, based on insights from FileInvite users:

File sharing

4.9

(9)

Collaboration tools

4.7

(6)

Data security

4.3

(6)

Document capture

5.0

(5)

Authentication

4.6

(5)

Real time synchronization

5.0

(5)

All FileInvite features

Features rating:

4.4

(98)

Workflow management

5.0

(3)

Activity dashboard

4.0

(1)

Unified directory

5.0

(1)

Self service portal

5.0

(1)

Alerts/Notifications

5.0

(5)

Secure data storage

5.0

(1)

Loan processing

5.0

(1)

File conversion

4.8

(5)

Drag & drop

4.8

(4)

Audit trail

5.0

(3)

Document management

4.8

(5)

Document storage

4.9

(7)

Multi-Party signing

4.3

(4)

Encryption

5.0

(3)

Access controls/permissions

4.5

(10)

Electronic signature

4.0

(8)

Document classification

4.0

(1)

Real-Time chat

(0)

Archiving & retention

5.0

(3)

Task management

3.3

(3)

Full text search

4.7

(3)

Version control

4.5

(4)

Loan origination

(0)

Progress tracking

(0)

Process/Workflow automation

(0)

Pre-Qualification

(0)

Pipeline management

(0)

Payment collection

(0)

Password management

(0)

Approval process control

(0)

Outsource Processing

(0)

Loan servicing

(0)

Online applications

(0)

Offline access

(0)

Application management

(0)

Multi-Company

(0)

Multi-Branch

(0)

Messaging

4.5

(2)

Mobile access

(0)

Mortgages

(0)

Mobile signature capture

4.0

(2)

Visual Presentation

(0)

User management

(0)

Activity tracking

(0)

Third-Party integrations

(0)

Third Party Loan Origination

(0)

Templates

(0)

Template management

(0)

Team collaboration

(0)

Student loans

(0)

SSL security

(0)

Admissions management

(0)

Secure login

(0)

API

4.0

(1)

Residential Mortgages

(0)

Reporting/Analytics

(0)

Reporting & statistics

(0)

Remote access/control

(0)

Reminders

(0)

Refinance Management

(0)

Property tax management

(0)

Promissory Notes

(0)

Project management

(0)

Dashboard

(0)

Customizable templates

5.0

(1)

Customizable forms

(0)

Customizable branding

3.0

(2)

Customer statements

(0)

Customer management

(0)

Customer database

(0)

Contract/License management

(0)

Content management

(0)

Content library

(0)

Contact management

(0)

Construction loans

(0)

Configurable workflow

(0)

Compliance tracking

(0)

Compliance management

(0)

Commercial Mortgages

(0)

Client portal

(0)

Client management

(0)

Client database

(0)

Chat/Messaging

(0)

Candidate management

(0)

Business loans

(0)

Loan management

5.0

(1)

Lead management

(0)

Interaction tracking

(0)

HUD Settlement Statements

(0)

Historical reporting

(0)

Government Loans

(0)

Forms management

(0)

Forms creation & design

(0)

For Borrowers

(0)

File transfer

4.0

(1)

File management

(0)

Assessment management

(0)

Electronic Applications

(0)

Audit management

(0)

Auto loans

(0)

Document review

(0)

Borrower management

5.0

(1)

Document generation

5.0

(1)

Digital signature

(0)

Data synchronization

(0)

Data storage management

(0)

Data import/export

(0)

FileInvite alternatives

FileInvite

4.7

(98)

Starting from

829

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.4

Value for Money

4.6

Customer Support

4.8

Revver

4.4

(908)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.3

Features

4.2

Value for Money

4.2

Customer Support

4.4

Onehub

4.6

(40)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.4

Value for Money

4.3

Customer Support

4.3

Adobe Experience Manager

4.3

(141)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

3.9

Features

4.3

Value for Money

3.9

Customer Support

4.0

FileInvite pricing

Value for money rating:

4.6

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Collect

829

Per month

Features included:

10 users
Accelerate document collection
Streamline borrower experience
Allow view access to third parties
Integrate with cloud storage
Track compliance with audit trails

Connect

1,659

Per month

Features included:

50 users
Accelerate document collection
Streamline & customize borrower experience
Collaborate with teams & third parties
Integrate with cloud storage & workflows in other aps including CRM
Track compliance with audit trails & specify custom roles & permissions

Connect+

2,499

Per month

Features included:

100 users
Accelerate document collection
Streamline & customize borrower experience
Collaborate with teams & third parties
Integrate with cloud storage & workflows in other aps including CRM
Track compliance with audit trails & specify custom roles & permissions

Enterprise

No pricing info

Features included:

150+ users

User opinions about FileInvite price and value

Value for money rating:

4.6

(98)

To see what individual users think of FileInvite's price and value, check out the review snippets below.

“It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.”

Maria J.

Senior Loan Architect

“You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.”

Gary E.

Director

FileInvite integrations (9)

Integrations rated by users

We looked at 98 user reviews to identify which products are mentioned as FileInvite integrations and how users feel about them.

Google Drive

Integration rating: 5.0 (1)

“Because we use Google drive through out the organisation to save the documents”

Nikunj A.

Accountant

Other top integrations

FileInvite support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Knowledge Base

Email/Help Desk

Chat

Phone Support

FAQs/Forum

Training options

Documentation

Live Online

Videos

Webinars

FileInvite FAQs

Q. What type of pricing plans does FileInvite offer?

FileInvite has the following pricing plans:
Starting from: $829.00/month
Pricing model: Subscription

These products have better value for money

Q. Who are the typical users of FileInvite?

FileInvite has the following typical customers:
Freelancers, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does FileInvite support?

FileInvite supports the following languages:
English

Q. Does FileInvite offer an API?

No, FileInvite does not have an API available.

Q. What other apps does FileInvite integrate with?

FileInvite integrates with the following applications:
Dropbox Business, Zapier, OneDrive, Google Drive, Box, WorkflowMax, HubSpot CRM

Q. What level of support does FileInvite offer?

FileInvite offers the following support options:
Knowledge Base, Email/Help Desk, Chat, Phone Support, FAQs/Forum

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