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FileInvite vs Maxwell Comparison

Overview

Category Leaders

FileInvite is a cloud-based solution for automating the process of collecting information and documents from business clients...

Maxwell is a digital mortgage platform designed to help loan officers & lending teams streamline the loan process from application...

  • 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/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.8

(67)

5

4

3

2

1

52

13

2

0

0

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

4.8

(11)

5

4

3

2

1

9

2

0

0

0

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

Pros

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.
Great value for the price. Easy to use and an effective way to improve productivity.
It is pretty easy to use, not a lot of time to train. I like that it is secure and that our customers have their own link.

Pros

Not enoughreviews yet

Cons

The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly.
The link to Cashdeck was delayed, but it is part of the software now.
Want to be able to get branding but not go premium as i dont wanted the other stuff. I dint need link to cloud or other users as work alone.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features124
  • API
  • Access Controls/Permissions
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Applicant Tracking
  • Applications Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Background Screening
  • 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
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Storage
  • Drag & Drop
  • 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
  • Integrated Vendor Services
  • Issue Management
  • Job Description Management
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile Signature Capture
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • 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 Reporting
  • 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
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Two-Factor Authentication
  • Unified Directory
  • User Management
  • Version Control
  • Visual Presentation
  • Workflow Management
  • Total features39
  • API
  • Access Controls/Permissions
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Applicant Tracking
  • Applications Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Management
  • Assignment Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Automated Scheduling
  • Background Screening
  • 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
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Imaging
  • Document Management
  • Document Storage
  • Drag & Drop
  • 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
  • Integrated Vendor Services
  • Issue Management
  • Job Description Management
  • Lead Management
  • Live Chat
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Loan Servicing
  • Messaging
  • Milestone Tracking
  • Mobile Access
  • Mobile Signature Capture
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • 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 Reporting
  • 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
  • Student Loans
  • Task Management
  • Task Progress Tracking
  • Team Collaboration
  • Template Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Two-Factor Authentication
  • Unified Directory
  • User Management
  • Version Control
  • Visual Presentation
  • 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 integrations3
  • 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

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

FileInvite vs. Maxwell

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

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