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.
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.
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.
Pros 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.
Cons Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.
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.
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.
Pros 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.
Cons It would be great to have the ability to collect electronic signatures (which I know is in the works). Also, in other systems that I have used, I was able to send out status reminders based upon certain milestones in the process. For example, I could have different milestones set and once I checked them off, it would email the parties that I set up at the start (i.e. loan documents received, appraisal completed, clear to close, etc.)
Response from FileInvite
Hey Chris, thanks for the awesome review! We have now have signature capture that you can use in beta, let me know if you'd like us to turn this on for you. We also have Zapier integration which may help down the track with your automated reminders and invites.
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.
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.
Pros Everything is in one place and I don't have to remember to follow up the clients.
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.
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.
Pros FileInvite 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.
Cons There is not much I don't like about this.
I guess it would be good if the mobile number for texts could be automatically be changed to a +64 prefix as I keep forgetting.
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.
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.
Pros 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.
Cons Nothing to fault with the product at all.
Response from FileInvite
Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results.
We are so glad that clients are finding it easy to use as well.
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'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.
FAQs for FileInvite
Below are some frequently asked questions for FileInvite.
Q. What type of pricing plans does FileInvite offer?
FileInvite has the following pricing plans:
Starting from: $12.00/month Pricing model: Subscription Free Trial: Available (No Credit Card required)
Q. Who are the typical users of FileInvite?
FileInvite has the following typical customers:
Mid Size Business, Small Business
Q. What languages does FileInvite support?
FileInvite supports the following languages:
English
Q. Does FileInvite support mobile devices?
FileInvite supports the following devices:
We do not have any information about what devices FileInvite supports
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, Google Drive, WorkflowMax, Zapier
Q. What level of support does FileInvite offer?
FileInvite offers the following support options:
Knowledge Base, Online Support, Phone Support, Video Tutorials
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