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FileInvite vs Floify Comparison

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Overview

Category Leaders

FileInvite is a cloud-based solution for automating the process of collecting information and documents from business clients...

Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate...

  • 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

Screenshots

Pricing

Starting from
$

12

/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

79

/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.8

5

4

3

2

1

52

13

2

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.8

5

4

3

2

1

58

11

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.
Love it - team are helpful and we use it every day and clients also love it as we look more professional than the average.
Great value for the price. Easy to use and an effective way to improve productivity.

Pros

The tracking of the loan process is wonderful. The milestone updates the customers receive are both informational and entertaining.
The customer contact and follow up are awesome. The ability to track the receipt of documents and interface with other systems like docusign is a game changer for our team.
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.

Cons

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.
It takes forever to delete unwanted documents.
The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.

Cons

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.
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.
This is almost a "set it and forget it" software for gathering documents from our borrowers.
  • Vendor responds to reviews
  • Last review4 months ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features124
  • API
  • Access Controls/Permissions
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Alerts/Notifications
  • Applicant Tracking
  • Applications Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Background Screening
  • Borrower Management
  • Built-In Database
  • Business Loans
  • Candidate Management
  • Case Management
  • Chat/Messaging
  • Claims Management
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Collections Management
  • Colleges / Universities
  • Commercial Mortgages
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Cost Analysis
  • Customer Accounts
  • Customer Database
  • Customer Management
  • Customer Profiles
  • Customer Service Analytics
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Customization
  • Data Capture and Transfer
  • Data Import/Export
  • Data Migration
  • Data Profiling
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Data Visualization
  • Demographic Data
  • Desktop Notifications
  • Digital Signature
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Templates
  • Employee Database
  • Employee Handbook
  • Encryption
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • For Borrowers
  • Forms Management
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • Historical Trend Analysis
  • Issue Management
  • Job Description Management
  • Lead Management
  • Live Chat
  • 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
  • Pipeline Management
  • Pre-Qualification
  • Predictive Analytics
  • Pricing Management
  • Profitability Analysis
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Synchronization
  • Real-Time Chat
  • Refinance Management
  • Reminders
  • Remote Access/Control
  • Reporting/Analytics
  • Residential Mortgages
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Spend Analysis
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Trend Analysis
  • Unified Directory
  • User Management
  • Version Control
  • Visual Analytics
  • Visual Presentation
  • Workflow Management
  • Total features50
  • API
  • Access Controls/Permissions
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Alerts/Notifications
  • Applicant Tracking
  • Applications Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Background Screening
  • Borrower Management
  • Built-In Database
  • Business Loans
  • Candidate Management
  • Case Management
  • Chat/Messaging
  • Claims Management
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Collections Management
  • Colleges / Universities
  • Commercial Mortgages
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Cost Analysis
  • Customer Accounts
  • Customer Database
  • Customer Management
  • Customer Profiles
  • Customer Service Analytics
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Customization
  • Data Capture and Transfer
  • Data Import/Export
  • Data Migration
  • Data Profiling
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Data Visualization
  • Demographic Data
  • Desktop Notifications
  • Digital Signature
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Templates
  • Employee Database
  • Employee Handbook
  • Encryption
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • For Borrowers
  • Forms Management
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • Historical Trend Analysis
  • Issue Management
  • Job Description Management
  • Lead Management
  • Live Chat
  • 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
  • Pipeline Management
  • Pre-Qualification
  • Predictive Analytics
  • Pricing Management
  • Profitability Analysis
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Synchronization
  • Real-Time Chat
  • Refinance Management
  • Reminders
  • Remote Access/Control
  • Reporting/Analytics
  • Residential Mortgages
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Spend Analysis
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Trend Analysis
  • Unified Directory
  • User Management
  • Version Control
  • Visual Analytics
  • Visual Presentation
  • Workflow Management

Integrations

  • Total integrations6
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Workspace
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Teams
  • Salesforce Sales Cloud
  • SharePoint
  • Slack
  • Trello
  • Twitter
  • Zapier
  • Zendesk
  • Total integrations11
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Google Workspace
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft OneDrive
  • Microsoft Outlook
  • Microsoft Teams
  • Salesforce Sales Cloud
  • SharePoint
  • Slack
  • Trello
  • Twitter
  • Zapier
  • Zendesk

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

FileInvite vs. Floify

See how FileInvite and Floify stack up against each other by comparing features, pricing, ratings, integrations, security & more.