FileInvite Pricing, Features, Reviews & Comparison of Alternatives

FileInvite

Automated cloud-based document collection system for clients

4.74/5 (62 reviews)

FileInvite overview

What is FileInvite?

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.
www.fileinvite.com

Pricing

Starting from
$12/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Europe

Supported languages

English
FileInvite screenshot: Files and information submitted to FileInvite can be downloaded through the app or synced instead to other online storage spacesFileInvite Explained - Automated document collection for professionalsFileInvite 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
Features
Ease of use
Customer support
  4.6
  4.5
  4.7
  4.8
Clinton Waters

Get docs faster - its what it does!

Used daily for 2+ years
Reviewed 2019-05-17
Review Source: Capterra

We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process. We would always miss documents and be in and out of emails checking off against a manual spreadsheet. Quite simply... this sucked. When we found Fileinvite I knew immediately this would save us a ton of time and improve our client experience. We have been a user for two years now with zero regrets.

Pros
Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items. The the UI is pretty polished

Cons
Some of the menu systems require more clicks than should be required. No google contact or CRM integrations yet (work arounds with Zapier though) Fairly minor issue in my mind.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jared Feury

A Great Solution for Document Collection

Used weekly for 1-2 years
Reviewed 2019-05-17
Review Source: Capterra

The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.

Pros
The software (app) is easy to use and set up, taking only a few minutes. The 'templates' feature make it easy to quickly send document requests to my clients / customers. The software also offers a quick video tutorial for those clients / customers familiar with such software, showing end users how to use the app. FileInvite just added a "forms" feature allowing the user to create quick and easy fillable form templates.

Cons
I would like to see some additional functionality added to "forms" like simple math functions. It would also be very beneficial to "replaceable fields" to the templates allowing for automatic naming of certain documents.

Response from FileInvite


Thanks for the feedback Jared,
We're hoping to expand on the forms functionality soon...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Anonymous

FileInvite

Used daily for 6-12 months
Reviewed 2019-07-17
Review Source: Capterra

Document collation is an important part of our process. Prior to using this system we would normally have clients emailing documents to our email address. The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly.

Pros
Our clients find FileInvite easy to use which is our ultimate aim when using this type of document collation service. Once set-up it is easy for us to manage the process with documents being converted into PDF and transferred into our online system automatically ready for us to check and utilize for our clients application.

Cons
When we use our templates there are times that some of the documents being requested within the template are not required for the client involved. We can only delete one document at a time. It would be great if we could check the documents we don't need and then press delete rather than having to delete each one individually.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

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Alanna Ross

Its great however it is a long winded path to get into drop box

Used daily for 6-12 months
Reviewed 2018-03-08
Review Source: Capterra

Pros
I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,

Cons
Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Louise Lucas

Life Changing software for mortgage brokers

Used daily for 2+ years
Reviewed 2019-07-17
Review Source: Capterra

Support has been excellent and the product lives up to expectations. My clients love it as do my staff as it makes the entire process of obtaining client documents safer, and easier.

Pros
the templates make it very easy to use this software

Cons
Can't think of much I dislike. As its so useful, I don't even mind paying for it!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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FileInvite pricing

Starting from
$12/month
Pricing options
Free trial
Subscription
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

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

Automatic Notifications (163 other apps)
Collaboration Tools (270 other apps)
Collaborative Workspace (180 other apps)
Commenting (170 other apps)
Drag & Drop Interface (151 other apps)
Permission Management (171 other apps)
Projections (129 other apps)
Search Functionality (223 other apps)
Workflow Management (116 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
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
  • Data encryption
  • Approval Process Control
  • Chat
  • CRM Integration
  • Data Synchronization
  • File Transfer
  • Password Management
  • Secure Login
  • Third Party Integration
  • OneDrive Integration
  • API
  • Action Mangement
  • Activity Tracking
  • Web storage integration
  • Assignment Management
  • Audit Trail
  • Auditing
  • Automatic reminders
  • Collections Management
  • Compliance management
  • Configurable Workflow
  • Client contact database
  • Branded invites
  • Invite templates
  • Data Synchronization
  • Document storage
  • Email Notifications
  • File Management
  • File Transfer
  • History Tracking
  • Client messaging
  • Invite progress tracking
  • Receiving files
  • Secured data storage
  • Secure Login
  • SSL secured
  • Third Party Integration
  • Dashboard-based UI
  • Automated Scheduling
  • Authentication
  • API
  • Chat ability
  • Track Applicants Files
  • Document Approval
  • Approve Documents
  • Invitations and reminders
  • Action item tracking
  • Access Control
  • Password Management
  • Remote Access
  • Document Management
  • User Management
View All Features

Benefits

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.