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FileInvite vs LendCRM 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...

Using LendCRM, Lenders and brokers can manage leads, Process, Under write, Close and Service loans.

  • 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
$

2500

/yryear
  • 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

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

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 reviewN/A

Key features

  • Total features112
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Amortization Schedule
  • Applicant Tracking
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Borrower Management
  • Business Loans
  • CRM
  • Candidate Management
  • Cash Flow Management
  • Chat/Messaging
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Collections Management
  • Colleges / Universities
  • Commercial Mortgages
  • Communication Management
  • 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 Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Verification
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Marketing
  • Employee Handbook
  • Encryption
  • Escrow Management
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • Financial Analysis
  • Financial Management
  • For Borrowers
  • Forms Management
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • Job Description Management
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Mobile Access
  • Mobile Signature Capture
  • Monitoring
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Multi-Party Signing
  • Offline Access
  • Online Applications
  • Outsource Processing
  • Payment Tracking
  • Pipeline Management
  • Portfolio Management
  • Pre-Qualification
  • Pricing Management
  • Progress Tracking
  • Promissory Notes
  • Property Tax Management
  • Real Time Reporting
  • Real Time Synchronization
  • Real-Time Chat
  • Refinance Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Rules-Based Workflow
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • 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
  • Unified Directory
  • User Management
  • Version Control
  • Visual Presentation
  • Workflow Management
  • Total features67
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Amortization Schedule
  • Applicant Tracking
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Borrower Management
  • Business Loans
  • CRM
  • Candidate Management
  • Cash Flow Management
  • Chat/Messaging
  • Client Database
  • Client Management
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Collections Management
  • Colleges / Universities
  • Commercial Mortgages
  • Communication Management
  • 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 Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Verification
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Marketing
  • Employee Handbook
  • Encryption
  • Escrow Management
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • Financial Analysis
  • Financial Management
  • For Borrowers
  • Forms Management
  • Full Text Search
  • Government Loans
  • HUD Settlement Statements
  • Historical Reporting
  • Job Description Management
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Mobile Access
  • Mobile Signature Capture
  • Monitoring
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Multi-Party Signing
  • Offline Access
  • Online Applications
  • Outsource Processing
  • Payment Tracking
  • Pipeline Management
  • Portfolio Management
  • Pre-Qualification
  • Pricing Management
  • Progress Tracking
  • Promissory Notes
  • Property Tax Management
  • Real Time Reporting
  • Real Time Synchronization
  • Real-Time Chat
  • Refinance Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Rules-Based Workflow
  • SSL Security
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • 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
  • Unified Directory
  • User Management
  • Version Control
  • 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