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FileInvite vs Floify Comparison (2026)
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Good recommendations?

FileInvite
5
74
4
22
3
3
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Floify
5
62
4
12
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services.
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.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.7
99
5
4
3
2
1
74
22
3
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.8
74
5
4
3
2
1
62
12
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros

Connor M.
Account Executive

Connor M.
Account Executive

Connor M.
Account Executive
Pros
Raymundo R.
System Administrator
Sophie L.
Broker Owner
Alan E.
Broker/Owner
Cons
Charles C.
Adviser
Arpith S.
Head - Risk & Compliance
Catriona H.
Franchise Owner
Cons
Alan E.
Broker/Owner
- Vendor responds to reviews
- Last review8 months ago
- Vendor responds to reviews
- Last review3 years ago
Key features
- Total features119
- API
- 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
- CRM
- Candidate Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Mortgages
- Communication Management
- Compliance
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Credit Reporting
- 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
- Document Templates
- Documents
- Drag & Drop
- Electronic Applications
- Electronic Signature
- Encryption
- File Conversion
- File Management
- File Sharing
- File Transfer
- For Borrowers
- For Brokers
- Forms Creation & Design
- Forms Management
- Full Text Search
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- Integrations
- 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
- Pricing Management
- Progress Tracking
- Project Management
- Promissory Notes
- Property Tax Management
- Real Time Synchronization
- Real-Time Chat
- Real-Time Reporting
- Refinance Management
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Rules-Based Workflow
- SSL Security
- Schedule
- Search/Filter
- Secure Data Storage
- Secure Login
- Security
- Self Service Portal
- Software
- Status Tracking
- Student Loans
- Task Management
- Team Collaboration
- Template Management
- Templates
- Third Party Loan Origination
- Third-Party Integrations
- Unified Directory
- User Management
- Version Control
- Visual Presentation
- Workflow Automation
- Workflow Management
- Total features43
- API
- 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
- CRM
- Candidate Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commercial Mortgages
- Communication Management
- Compliance
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Credit Reporting
- 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
- Document Templates
- Documents
- Drag & Drop
- Electronic Applications
- Electronic Signature
- Encryption
- File Conversion
- File Management
- File Sharing
- File Transfer
- For Borrowers
- For Brokers
- Forms Creation & Design
- Forms Management
- Full Text Search
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- Integrations
- 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
- Pricing Management
- Progress Tracking
- Project Management
- Promissory Notes
- Property Tax Management
- Real Time Synchronization
- Real-Time Chat
- Real-Time Reporting
- Refinance Management
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Rules-Based Workflow
- SSL Security
- Schedule
- Search/Filter
- Secure Data Storage
- Secure Login
- Security
- Self Service Portal
- Software
- Status Tracking
- Student Loans
- Task Management
- Team Collaboration
- Template Management
- Templates
- Third Party Loan Origination
- Third-Party Integrations
- Unified Directory
- User Management
- Version Control
- Visual Presentation
- Workflow Automation
- Workflow Management
Integrations
- Total integrations7
- Box
- Docusign
- Dropbox
- Google Drive
- HubSpot CRM
- Jungo
- LendingPad
- MeridianLink Mortgage
- Microsoft Azure
- OneDrive
- Payments Fraud
- Plaid
- Salesforce Sales Cloud
- Slack
- Surefire CRM
- WorkflowMax
- Zapier
- eEndorsements.com
- Total integrations14
- Box
- Docusign
- Dropbox
- Google Drive
- HubSpot CRM
- Jungo
- LendingPad
- MeridianLink Mortgage
- Microsoft Azure
- OneDrive
- Payments Fraud
- Plaid
- Salesforce Sales Cloud
- Slack
- Surefire CRM
- WorkflowMax
- Zapier
- eEndorsements.com
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