FileInvite vs DeliverySlip

Dropbox Business

Docusign

Floify

Submit.com

NeoRed

Content Snare

Compare FileInvite and DeliverySlip based on features, pricing, verified reviews, integrations & more. Find out which software is best for your business today.

Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

Dropbox Business is an off-site server for file syncing, storage and sharing which allows teams of all sizes to save and share files of any format and access them anywhere, on any device

Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between stakeholders. An online portal enables efficient collection and verification of documents, progress tracking, and more.

FileInvite is a cloud-based solution for automating the process of collecting information and documents from business clients with more efficiency and security

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Admissions Management

Alerts/Notifications

Applicant Tracking

Application Management

Approval Process Control

Archiving & Retention

Assessment Management

Audit Management

Audit Trail

Authentication

Auto Loans

Borrower Management

Business Loans

Candidate Management

Chat/Messaging

Client Database

Client Management

Client Portal

Collaboration Tools

Commercial Mortgages

Compliance Management

Compliance Tracking

Configurable Workflow

Construction Loans

Contact Management

Content Library

Content Management

Contract/License Management

Customer Database

Customer Management

Customer Statements

Customizable Branding

Customizable Forms

Customizable Templates

Dashboard

Data Import/Export

Data Security

Data Storage Management

Data Synchronization

Document Capture

Document Classification

Document Generation

Document Management

Document Review

Document Storage

Drag & Drop

Electronic Applications

Electronic Forms

Electronic Signature

Employee Handbook

Encryption

File Conversion

File Management

File Sharing

File Transfer

For Borrowers

Forms Creation & Design

Forms Management

Full Text Search

Government Loans

Historical Reporting

HUD Settlement Statements

Interaction Tracking

Job Description Management

Lead Management

Loan Management

Loan Origination

Loan Processing

Loan Servicing

Messaging

Mobile Access

Mobile Signature Capture

Mortgages

Multi-Branch

Multi-Company

Multi-Party Signing

Offline Access

Online Applications

Outsource Processing

Password Management

Payment Collection

Pipeline Management

Pre-Qualification

Process/Workflow Automation

Progress Tracking

Project Management

Promissory Notes

Property Tax Management

Real Time Synchronization

Real-Time Chat

Refinance Management

Reminders

Remote Access/Control

Reporting & Statistics

Reporting/Analytics

Residential Mortgages

FileInvite

Web-based

Senior Loan Architect

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

Director

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

Branch Manager NMLS 250511

Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.

Client Services Adviser

I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application.

AVP, Financial Reporting Officer

It allows to create a secure portal to collect documents. It gives us peace of mind rather than using email its much more secure.

Tax Associate, International Tax

I love the ease and security of use. Its quick to send and receive documents from clients.

Underwriter 

AMAZING, so easy to use and communicate with clietns.

Finance Broker

Very easy to work with, excellent customer service and always available when needed.

Loan Processor

Ease of use, everything contained in one dashboard/portal, ease when making changes, all communications in one area for each tracking.

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.

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.

Loan Officer

The auto follow up are the main thing. Together with SMS integration it makes for a great combo.

It takes forever to delete unwanted documents.

Mortgage Broker

FileInvite completely optimises this process and helps walk clients through the process.

The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.

Manager

The software has no faults that I can see being an issue.

FileInvite screenshot: The main user dashboard summarises a user's FileInvite activities with status lists, charts, messages and alerts

FileInvite screenshot: The client uploads and completes the requested information via a link to an intuitive online interface

FileInvite screenshot: Files and information submitted to FileInvite can be downloaded through the app or synced instead to other online storage spaces

FileInvite screenshot: Automated email reminders can be setup to prompt clients into action and complete the request by a certain time

FileInvite screenshot: Receive questions and messages from clients straight to the main app dashboard

FileInvite screenshot: Create a FileInvite to request the information needed, saving them as templates for making repeated requests easier

FileInvite screenshot: Send an invite to a client and view helpful status reports on the progress for each one

Freelancers

Mid Size Business

Non Profit

Public Administrations

Small Business

Submit.com is a cloud-based software solution which streamlines the collection, management and evaluation of online submissions. Submit.com has provided solutions for leading organisations in; academia, awards, field operations, grant management, human resources and TV talent casting.

The easy, secure way to collect information and documents from clients. 

It's like a checklist for your clients where they can enter information and upload documents, with automatic reminders.

An email marketing solution that helps businesses build lists, segment subscribers, create templates, manage responses, and more.


DeliverySlip is a cloud-based email security, file sharing and electronic signature solution which offers industrial-grade email encryption, secure file transfer, electronic approvals, web forms, bulk send, and more. The software works inside Microsoft Outlook, Gmail, and various other applications.

Autoresponders

Campaign Management

Email Attachment Protection

Email Management

Email Monitoring

Email Tracking

Event Triggered Actions

Monitoring

Real-Time Monitoring

Real-Time Notifications

Search/Filter

Signature Management

Single Sign On

Task Progress Tracking

Two-Factor Authentication

Workflow Management

DeliverySlip

Android

iPad

iPhone

Owner/Lab Tech

The easy to use software has been great for my business and I have turned on multiple clients to this great software.

Owner

The popup asking me to review the software I JUST began to use, and am so far unfamiliar with, bothers me and interrupts me from working.

Parttime SaaS/B2B Content Writer

I love how DeliverySlip does not require you to setup a new email account to enjoy the robust security it offers.

Office Supervisor-Legal Secretary

I love that the file share capacity is so large that I am able to share all of my documents in one secure email.

Recipient

Its hard to track incoming or outgoing messages. Having so many stages for notifications for each email distracts form usability.

Confusing and difficult to navigate. I need to see all correspondence in one window with tiny notification icons telling me its been seen and read.

Portfolio Mgr

It is very helpful in sending and receiving secure emails.

IT Director

Outlook integration has been problematic for our organization. We have not yet contacted tech support about this issue, but it is a minor annoyance.

Dentist

Safe and effective software program that easily integrates into my email service.

Outlook integration (but see below). Excellent customer service.

Advisor

The thought of the pop up to rate this software going away was great.

Executive Director

This software provides both. The integration with Microsoft Outlook means that the availability to send a secure email is at my fingertips.

Compliance

We are a managed services provider. I feel it is secure and I am a compliance person.

FileInvite vs DeliverySlip Comparison

FileInvite vs DeliverySlip Comparison

FileInvite

DeliverySlip

Overview

Video & Screenshots

Pricing

User reviews

Key features

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