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FileInvite vs HES LoanBox Comparison (2026)

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Good recommendations?

FileInvite logo

FileInvite

HES LoanBox logo

HES LoanBox

Overview

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

HES Loan Origination Software automates lending from application to approval, streamlining risk assessment, compliance, and decision-making.

  • 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

75000

Per year

  • 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

4.9

40

5

4

3

2

1

36

4

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

“the system has significantly strengthened our loan processing efficiency and improved communication across teams. Although the customization phase demanded patience, the long term benefits far outweigh the early hurdles.”
AA

Abhilash A.

Operation manager

“Sincerely, Some mobile UI elements required small tweaks to match merchant branding those were resolved with a couple of vendor updates but expect a few customization sprints.”
GS

Gavin S.

CEO

“Additionally, the initial onboarding and customization process took time to align with internal systems and procedures.”
JC

James C.

Conference Event Coordinator

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

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review8 months ago
  • Vendor responds to reviews
  • Last review22 days ago

Key features

  • Total features119
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Admissions Management
  • Alerts/Notifications
  • Amortization Schedule
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automated Notices
  • Automated Scheduling
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • Business Process Automation
  • CRM
  • Call Recording
  • Callback Scheduling
  • Candidate Management
  • Cash Flow Management
  • Chat/Messaging
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Collateral Tracking
  • Collection Agencies
  • Commercial Mortgages
  • Commission Management
  • Communication Management
  • Compliance
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Processing
  • Credit Check
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • 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 Payments
  • Electronic Signature
  • Email Templates
  • Encryption
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • Financial Analysis
  • Financial Management
  • For Borrowers
  • For Brokers
  • For Commercial Business
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • In-House Collections
  • Integrations
  • Interaction Tracking
  • Invoice Management
  • Lead Management
  • 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-Company
  • Multi-Currency
  • Multi-Party Signing
  • Multiple Payment Options
  • Multiple User Accounts
  • Offline Access
  • Online Applications
  • Outsource Processing
  • Partial Payments
  • Password Management
  • Payment Collection
  • Payment Plans
  • Payment Reminders
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Predictive Analytics
  • Pricing Management
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Real Time Synchronization
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Reporting
  • Real-Time Updates
  • Refinance Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Risk Assessment
  • Risk Management
  • Risk Reporting
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Scenario Planning
  • Schedule
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Security
  • Self Service Portal
  • Software
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Scheduling
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Loan Origination
  • Third-Party Integrations
  • Transaction History
  • Transaction Management
  • Unified Directory
  • User Management
  • Version Control
  • Visual Presentation
  • Workflow Automation
  • Workflow Management
  • Total features118
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Admissions Management
  • Alerts/Notifications
  • Amortization Schedule
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automated Notices
  • Automated Scheduling
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • Business Process Automation
  • CRM
  • Call Recording
  • Callback Scheduling
  • Candidate Management
  • Cash Flow Management
  • Chat/Messaging
  • Client Database
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Collateral Tracking
  • Collection Agencies
  • Commercial Mortgages
  • Commission Management
  • Communication Management
  • Compliance
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Credit Card Processing
  • Credit Check
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • 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 Payments
  • Electronic Signature
  • Email Templates
  • Encryption
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • Financial Analysis
  • Financial Management
  • For Borrowers
  • For Brokers
  • For Commercial Business
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • In-House Collections
  • Integrations
  • Interaction Tracking
  • Invoice Management
  • Lead Management
  • 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-Company
  • Multi-Currency
  • Multi-Party Signing
  • Multiple Payment Options
  • Multiple User Accounts
  • Offline Access
  • Online Applications
  • Outsource Processing
  • Partial Payments
  • Password Management
  • Payment Collection
  • Payment Plans
  • Payment Reminders
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Predictive Analytics
  • Pricing Management
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Real Time Synchronization
  • Real-Time Analytics
  • Real-Time Chat
  • Real-Time Reporting
  • Real-Time Updates
  • Refinance Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Risk Assessment
  • Risk Management
  • Risk Reporting
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Scenario Planning
  • Schedule
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Security
  • Self Service Portal
  • Software
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Scheduling
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Loan Origination
  • Third-Party Integrations
  • Transaction History
  • Transaction Management
  • Unified Directory
  • User Management
  • Version Control
  • Visual Presentation
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations7
  • APLYiD
  • Box
  • Camunda
  • Dropbox
  • GiniMachine
  • Google Drive
  • HubSpot CRM
  • Jumio
  • Ondato
  • OneDrive
  • PandaDoc
  • Plaid
  • SendGrid
  • Twilio
  • VoPay
  • WorkflowMax
  • Zapier
  • digiRunner
  • Total integrations11
  • APLYiD
  • Box
  • Camunda
  • Dropbox
  • GiniMachine
  • Google Drive
  • HubSpot CRM
  • Jumio
  • Ondato
  • OneDrive
  • PandaDoc
  • Plaid
  • SendGrid
  • Twilio
  • VoPay
  • WorkflowMax
  • Zapier
  • digiRunner