FileInvite vs Floify

Dropbox Business

Docusign

Progress ShareFile

DigiFi

Blend

Alkami Platform

Compare FileInvite and Floify based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

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

Progress ShareFile provides users with the ability to send, receive and share large business files securely. Through the ShareFile portal, offer clients a personalized, company-branded and password-protected platform from which to collaborate on files.

FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Admissions Management

Alerts/Notifications

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

Digital Signature

Document Capture

Document Classification

Document Generation

Document Management

Document Review

Document Storage

Drag & Drop

Electronic Applications

Electronic Signature

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

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

Secure Data Storage

Secure Login

Self Service Portal

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.

Head - Risk & Compliance

Some of the features such as daily, weekly and monthly reminders are missing. The back page is a bit difficult.

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.

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.

Mortgage loan originator

This has been a helpful tool that has cut down on time and made it streamlined to review docs. Integration with google drive is also convenient.

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

Blend is a cloud-based digital lending platform that allows banks, credit unions & mortgage companies manage leads and streamline lending services. Customers can upload documents to the system and managers can access submitted applications from the built-in storage portal.

The Alkami Platform provides financial institutions a complete digital banking solution to securely onboard, engage, & grow retail & business users for banks & credit unions. Clients set the pace of innovation with customized user experiences via our platform & extensive fintech partner ecosystem.


DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.

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.

Communication Management

Credit Reporting

Document Templates

For Brokers

Pricing Management

Real-Time Reporting

Rules-Based Workflow

Search/Filter

Status Tracking

Task Management

Template Management

Third-Party Integrations

Floify

Android

iPad

iPhone

Sr Loan Officer

The tracking of the loan process is wonderful. The milestone updates the customers receive are both informational and entertaining.

Loan officer

I really like the capability of making your own preset files, then when you have a new prospect or client, you can easily select a work flow that best suits your current file.

RMLO

The features allowed to us as far as sorting and requesting docs are amazing I love how quick it is to stack and send.

Loan Originator

It auto-follows up on what I need from clients and keeps running tabs on what's been sent in, cleared, and what's still outstanding.

For example 2016 and 2017 taxes and W-2's. I hate having to do that as it always takes me a little while to figure out since I have to do it once a year.

Broker/Owner

My customers report that it is super easy to use and the integration with Lending Pad works seamlessly.

The followup milestone updates are terrific as they keep the customer up to date of the loan process and offer excellent reminders to them of items missing to finish the loan process.

Mortgage loan originator 

My overall experience has been extraordinary. I must say that Floify Rep  has been amazing.

Borrowers think that the process is super easy and intuitive.

Underwriter

Every time I had to use the support team, they responded right away and they were always able to help and very friendly.

Excellent integrations, ease of use for client facing pos.

Note that you can control the number of days that you send it, but I found that with the maximum setting (4 days) it was still excessive and the clients were getting very annoyed.

Sr. Loan Officer

Interacts well with Encompass and user friendly for referral partners, clients and prospects.

Sr. Mortgage Banker

This is almost a "set it and forget it" software for gathering documents from our borrowers.

Team Leader

Within 2 months our team's document struggles disappeared.

He offers training which is easy to follow and is always available whenever you call and if he's not there's another floify customer service rep that is easily available.

FileInvite vs Floify Comparison (2026)

FileInvite

Floify

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives