FileInvite Pricing, Features, Reviews & Comparison of Alternatives


Automated cloud-based document collection system for clients

4.79/5 (42 reviews)

FileInvite overview

FileInvite is an information and document requesting solution for any business that wants to automate the process across a client base. Offering particular suitability to those sectors involved in financial services, loan and mortgage applications for example, FileInvite is in fact open to all with scalable subscription-based pricing. The service promises enhanced security over data transmission and storage over traditional email methods, adding SSL/HTTPS encryption to keep sensitive client information confidential. This, coupled with the ability to make multiple requests in one hit while tracking progress, claims to streamline a more efficient approach to data collection.

The system works by allowing users to create "invites" that define all the required information and associated document attachments, which can be saved to template for repeated use. These are then sent to a client contact and tracked to report back the status and progress, viewable from within the app's dashboard-based interface. Automated email reminders can be setup to prompt timely client completion based on stipulated due dates, giving clients online portal links to precisely where the information should be submitted. The uploaded content and files are then securely stored for download through FileInvite, or automatically synced to cloud storage including Dropbox.


Starting from
Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Australia, Canada, Europe

Supported languages

FileInvite screenshot: Files and information submitted to FileInvite can be downloaded through the app or synced instead to other online storage spacesFileInvite Explainer VideoFileInvite screenshot: Automated email reminders can be setup to prompt clients into action and complete the request by a certain timeFileInvite screenshot: The client uploads and completes the requested information via a link to an intuitive online interfaceFileInvite screenshot: The main user dashboard summarises a user's FileInvite activities with status lists, charts, messages and alertsFileInvite screenshot: Receive questions and messages from clients straight to the main app dashboardFileInvite screenshot: Create a FileInvite to request the information needed, saving them as templates for making repeated requests easierFileInvite screenshot: Send an invite to a client and view helpful status reports on the progress for each one

FileInvite reviews

Value for money
Ease of use
Customer support
Bruno Brooks

Great software, easy way to share documents and save time organizing files!

Used daily for 2+ years
Reviewed 2017-11-02
Review Source: Capterra

Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.

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Chris Rivers

Great value for the price! Easy to use and an effective way to improve productivity!

Used daily for less than 6 months
Reviewed 2017-05-08
Review Source: Capterra

The best feature of this software is its user interface. It is easy to set up templates and it offers you sufficient customization. I have used similar platforms before and although they allowed for some customization, I found that they imposed several limitations of how may customizations you were allowed. For example, I could include a description, but the number of characters allowed for the description were extremely limited. This made it difficult to provide all of the information that the customer needed to know about that specific request. I also eventually left other software providers behind because they kept increasing the price with very little improvement in their platform (and in some cases, less functionality for a higher price). I believe that this platform is a fair price and depending upon the enhancements down the road, I would consider paying more for additional functionality.

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John Tosio

Huge Time Saver!

Used daily for 1-2 years
Reviewed 2016-09-28
Review Source: Capterra

This software was a lifesaver for our workflow! We used to spend hours chasing clients for the documents we need from them to start their application, not anymore. This software does all the chasing, and keeps everything in one place. I can now see exactly which documents have been sent to us and which ones we are still waiting for, and they're not all scattered through my email inbox. I absolutely LOVE the automatic dropbox sync. As soon as the client uploads their documents they instantly show up in an neat and tidy folder on my computer. Feedback from our clients using the software has been great, and we have noticed a massive increase in the speed that they return us the files too.Everything is in one place and I don't have to remember to follow up the clients.

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Stuart Wills

I had seen FileInvite advertised and thought it sounded okay but never took it any further, but ...

Used daily for 6-12 months
Reviewed 2018-03-09
Review Source: Capterra

Saves time and frustrationFileInvite keeps all the application and data collection process in one place, but more importantly I am able to arrange the requests to suit the type of lending - ie: first home buyers, Welcome Home Loans, property investors, non-bank lending etc and this way I can collect what is needed. It also allows me to add detailed instructions for each piece of information that I require. Plus collecting bank statements is now easy and I get the information in the correct format - love this add-on. Best of all FileInvite converts everything to pdf format which saves a lot of frustration with trying to get every bit of information sorted out.

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Renee Garsia

Brilliant time saving product

Used daily for 6-12 months
Reviewed 2018-08-14
Review Source: Capterra

Very easy to work with, excellent customer service and always available when needed.I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.

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FileInvite pricing

Starting from
Pricing options
Free trial
View Pricing Plans

14-day free trial available with unlimited functionality.

LITE: $12 per month (paid annually, otherwise $15 per month)
PRO: $28 per month (paid annually, otherwise $35 per month)
MULTI: $68 per month (paid annually, otherwise $85 per month)

FileInvite features

Access Control
Activity Dashboard
Activity Tracking
Customizable Branding
Document Storage
File Management
Instant Messaging
SSL Security
Third Party Integration

Automatic Notifications (117 other apps)
Collaboration Tools (188 other apps)
Collaborative Workspace (139 other apps)
Commenting (129 other apps)
Communication Management (83 other apps)
Drag & Drop Interface (105 other apps)
Permission Management (121 other apps)
Projections (114 other apps)
Search Functionality (161 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Additional information for FileInvite

Key features of FileInvite

  • Notifications
  • Loan processing
  • Loan submission control
  • Mortgages
  • Online application acceptance
  • Auto loans
  • Construction loans
  • Application management
  • Electronic applications
  • Loan origination
  • Loan servicing
  • Closing documents
  • Outsource processing
  • For finance industry
  • Consumer loans
  • Business loans
  • Student loans
  • Contact import/export
  • Compliance management
  • Client contact database
  • Secured data storage
  • Document storage
  • Client messaging
  • Invite templates
  • Web storage integration
  • Invitations and reminders
  • Automatic reminders
  • Branded invites
  • Dashboard-based UI
  • Invite progress tracking
  • SSL secured
  • Data encryption
  • Collections Management
  • Approval Process Control
  • Chat
  • CRM Integration
  • Data Synchronization
  • File Transfer
  • Password Management
  • Secure Login
  • Third Party Integration
  • OneDrive Integration
  • Approve Documents
  • Activity Tracking
  • Track Applicants Files
  • API
  • API
  • Chat ability
  • Data Synchronization
  • Document Management
  • Document Approval
  • History Tracking
  • Password Management
  • Remote Access
  • User Management
  • File Transfer
  • Configurable Workflow
  • File Management
  • Authentication
  • Auditing
  • Third Party Integration
  • Secure Login
  • Action item tracking
  • Receiving files
  • Email Notifications
  • Access Control
  • Action Mangement
  • Assignment Management
  • Audit Trail
  • Automated Scheduling
View All Features


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.

Pricing plans include the sending of unlimited "invites" sent to clients when formally requesting information and files, specifying the necessary information required and due deadlines.

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.