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FileInvite vs Agrello 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...

Agrello eSignature is a web-based electronic signature platform, which helps businesses across finance, IT, eCommerce, and...

  • 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

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

7.90

/momonth
  • 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

4.5

5

4

3

2

1

17

8

3

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
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.
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.

Pros

I like how easy it is to secure your identity and verify it is you. This software is great because it makes sure that i am who i say i am when trying to sign important documents.
The ease of use is great. Knowing me sharing any of my document would have some level of protection is great.
With hiring multiple employees and/or contracting out, it’s great to use this software to know who you’re dealing with. I like the quickness of information and the ease of mind.

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

If there are technical difficulties, this can disrupt and delay the whole process.
Sometimes fail to access some website with bio sensor.
Intrrgrating my old business foremat was difficult at first but grasped quickly.
  • Vendor responds to reviews
  • Last review12 days ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features125
  • API
  • Access Controls/Permissions
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Applicant Tracking
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Background Screening
  • Biometrics
  • Borrower Management
  • 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
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Verification
  • Digital Signature
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Drag & Drop
  • E-Verify/I-9 Forms
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Email Invitations & Reminders
  • 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
  • Interaction Tracking
  • Issue Management
  • Job Description Management
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Mobile Access
  • Mobile Authentication
  • Mobile Signature Capture
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Multi-Factor Authentication
  • Multi-Party Signing
  • Offline Access
  • Online Applications
  • Outsource Processing
  • Password Management
  • Pipeline Management
  • Pre-Qualification
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • 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
  • Single Sign On
  • Social Sign On
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Third Party Integrations
  • Third Party Loan Origination
  • Tokenization
  • Unified Directory
  • User Management
  • Version Control
  • Visual Presentation
  • Vulnerability Scanning
  • Workflow Management
  • Total features28
  • API
  • Access Controls/Permissions
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Applicant Tracking
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Background Screening
  • Biometrics
  • Borrower Management
  • 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
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Forms
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Verification
  • Digital Signature
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Drag & Drop
  • E-Verify/I-9 Forms
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Email Invitations & Reminders
  • 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
  • Interaction Tracking
  • Issue Management
  • Job Description Management
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Mobile Access
  • Mobile Authentication
  • Mobile Signature Capture
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Multi-Factor Authentication
  • Multi-Party Signing
  • Offline Access
  • Online Applications
  • Outsource Processing
  • Password Management
  • Pipeline Management
  • Pre-Qualification
  • Progress Tracking
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • 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
  • Single Sign On
  • Social Sign On
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Third Party Integrations
  • Third Party Loan Origination
  • Tokenization
  • Unified Directory
  • User Management
  • Version Control
  • Visual Presentation
  • Vulnerability Scanning
  • 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 integrationsN/A
  • 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

FileInvite vs. Agrello

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