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FileInvite vs HES Lending Platform 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...

We deliver end-to-end lending software for banks and alternative lenders. Advanced automation. AI scoring. Fully customizable.

  • 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
$

12

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.7

5

4

3

2

1

53

14

2

0

0

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

5.0

5

4

3

2

1

5

0

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.

GE

Gary E.

Love it - team are helpful and we use it every day and clients also love it as we look more professional than the average.

LL

Louise L.

The best feature of this software is its user interface. It is very easy to use and it is an effective way to improve productivity.

SS

Sahil S.

Pros

Not enoughreviews yet

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.

CW

Clinton W.

It takes forever to delete unwanted documents.

Arwa N.

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

Jerald H.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last review7 months ago

Key features

  • Total features125
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Agency Management
  • Alerts/Notifications
  • Amortization Schedule
  • Applicant Tracking
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automated Notices
  • Automated Scheduling
  • Automatic Funds Distribution
  • Background Screening
  • Borrower Management
  • Business Loans
  • CRM
  • Call Recording
  • Callback Scheduling
  • Candidate Management
  • Case Management
  • Cash Flow Management
  • Channel Management
  • Chat/Messaging
  • Claims Management
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Collateral Tracking
  • Collections Management
  • Colleges / Universities
  • Commercial Leases
  • Commercial Mortgages
  • Communication Management
  • Complex Debt Structures
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Reporting
  • Customer Accounts
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Verification
  • Data Visualization
  • Digital Signature
  • Direct Mail Management
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Forms
  • Electronic Funds Transfer
  • Electronic Payments
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Templates
  • Employee Handbook
  • Encryption
  • Escrow Management
  • Exposure Management
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • Financial Analysis
  • For Borrowers
  • Forms Management
  • Fraud Detection
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • Integrated Vendor Services
  • Interaction Tracking
  • Investor Management
  • Issue Management
  • Job Description Management
  • Lead Management
  • Lease Origination
  • Lender Search
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Mobile Access
  • Mobile Signature Capture
  • Monitoring
  • Mortgages
  • Multi-Branch
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Company
  • Multi-Currency
  • Multi-Party Signing
  • Multiple User Accounts
  • Offline Access
  • Online Applications
  • Outsource Processing
  • Partial Payments
  • Password Management
  • Payment Options
  • Payment Plans
  • Payment Tracking
  • Payments Disbursement
  • Pipeline Management
  • Portfolio Management
  • Pre-Qualification
  • Pricing Management
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Synchronization
  • Real-Time Chat
  • Recurring/Subscription Billing
  • Refinance Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Leases
  • Residential Mortgages
  • Retail Leases
  • Risk Assessment
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Collaboration
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Transaction History
  • Transaction Monitoring
  • Trend Analysis
  • Unified Directory
  • User Management
  • Version Control
  • Visual Analytics
  • Visual Presentation
  • Workflow Management
  • Total features127
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Agency Management
  • Alerts/Notifications
  • Amortization Schedule
  • Applicant Tracking
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automated Notices
  • Automated Scheduling
  • Automatic Funds Distribution
  • Background Screening
  • Borrower Management
  • Business Loans
  • CRM
  • Call Recording
  • Callback Scheduling
  • Candidate Management
  • Case Management
  • Cash Flow Management
  • Channel Management
  • Chat/Messaging
  • Claims Management
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Collateral Tracking
  • Collections Management
  • Colleges / Universities
  • Commercial Leases
  • Commercial Mortgages
  • Communication Management
  • Complex Debt Structures
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Reporting
  • Customer Accounts
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Verification
  • Data Visualization
  • Digital Signature
  • Direct Mail Management
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Forms
  • Electronic Funds Transfer
  • Electronic Payments
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Templates
  • Employee Handbook
  • Encryption
  • Escrow Management
  • Exposure Management
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • Financial Analysis
  • For Borrowers
  • Forms Management
  • Fraud Detection
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • Integrated Vendor Services
  • Interaction Tracking
  • Investor Management
  • Issue Management
  • Job Description Management
  • Lead Management
  • Lease Origination
  • Lender Search
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Mobile Access
  • Mobile Signature Capture
  • Monitoring
  • Mortgages
  • Multi-Branch
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Company
  • Multi-Currency
  • Multi-Party Signing
  • Multiple User Accounts
  • Offline Access
  • Online Applications
  • Outsource Processing
  • Partial Payments
  • Password Management
  • Payment Options
  • Payment Plans
  • Payment Tracking
  • Payments Disbursement
  • Pipeline Management
  • Portfolio Management
  • Pre-Qualification
  • Pricing Management
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Synchronization
  • Real-Time Chat
  • Recurring/Subscription Billing
  • Refinance Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Leases
  • Residential Mortgages
  • Retail Leases
  • Risk Assessment
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Self Service Portal
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Collaboration
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Transaction History
  • Transaction Monitoring
  • Trend Analysis
  • Unified Directory
  • User Management
  • Version Control
  • Visual Analytics
  • Visual Presentation
  • Workflow Management

Integrations

  • Total integrations6
  • Asana
  • 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
  • Zapier
  • Zendesk
  • Total integrationsN/A
  • Asana
  • 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
  • Zapier
  • Zendesk