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FileInvite vs Floify Comparison (2026)

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Good recommendations?

FileInvite logo

FileInvite

Floify logo

Floify

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

Starting from

829

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

79

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

99

5

4

3

2

1

74

22

3

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

4.8

74

5

4

3

2

1

62

12

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

“It make the process so simple when I have to gather large financial documents that need to be kept secure.”
Verified reviewer profile picture

Connor M.

Account Executive

“Overall I love the platform and use it weekly to manage several documents per client!”
Verified reviewer profile picture

Connor M.

Account Executive

“FileInvite is the easiest platform for collecting large quantities of documents.”
Verified reviewer profile picture

Connor M.

Account Executive

Pros

“How it notifies all borrowers and encourages them to complete the application and reminds them on submitting all paperwork in a timely manner.”
RR

Raymundo R.

System Administrator

“Ease of use great customer service .”
SL

Sophie L.

Broker Owner

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

Alan E.

Broker/Owner

Cons

“This results in the prepared Invite being deleted automatically when the Contact is to be changed without being given a warning notice before proceeding.”
CC

Charles C.

Adviser

“Some of the features such as daily, weekly and monthly reminders are missing.”
AS

Arpith S.

Head - Risk & Compliance

“Still getting the incorrect information - would like to be able to have more of a comments section to advise clients of exact requirements”
CH

Catriona H.

Franchise Owner

Cons

“The idea that Floify tried to market insurance services to my clients without my knowledge or consent”
AE

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