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FileInvite Logo

FileInvite

Automated cloud-based document collection system for clients

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(14)

FileInvite Features

Features Summary

Functionality

4.4

/5

96

Total features

114

16 categories

FileInvite features

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Applicant Tracking
Application Management
Approval Process Control

Common features of Document Management software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Management

Price starts from

21.99

Per month

Flat Rate

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.4

/5

96

Price starts from

21.99

Per month

learn more

Total Features

114

Unique features

  • Government Loans

  • Auto Loans

  • Archiving & Retention

  • Interaction Tracking

Functionality

4.6

/5

24.6K

Price starts from

6

/user

Per month

learn more

Total Features

29

Features in Common

19

Unique features

  • Real Time Editing

  • Automatic Backup

  • Email Management

  • Role-Based Permissions

Functionality

4.5

/5

26.2K

Price starts from

6

/user

Per month

learn more

Total Features

19

Features in Common

12

Unique features

  • Notes Management

  • Commenting/Notes

  • Document Management

  • Real-time Updates

Common FileInvite comparisons

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FileInvitevsClustdoc
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FileInvitevseFileCabinet
FileInvite logo
Huddle logo
FileInvitevsHuddle

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Brilliant time saving product

Reviewed 4 years ago

Very easy to work with, excellent customer service and always available when needed.

Pros

I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.

Cons

Nothing to fault with the product at all.

Vendor response

Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results. We are so glad that clients are finding it easy to use as well. Nick @ FileInvite.com

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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FileInvite review

Reviewed a year ago
Pros

First, the application can maintain the filename you installed the theme with, so you won't have to waste time renaming the file once it's downloaded. Second, if a customer uploads a photo, you may opt to get the PDF version instead of having to convert the image to PDF.

Cons

If a customer uploads all of the files and downloads them to get them all, it will save into one merged PDF file with ID, bank statement, and everything together. I will have to split them and rename them manually, and we couldn't just get the combined files for one file.

Vendor response

Thanks for your review Zuhairah. We have a solution to your problem! This article shows how you can select only certain files to be exported out in your collate, which may help: https://help.fileinvite.com/en/articles/3631936-download-selected-files-from-an-invite-into-a-single-collated-pdf If you have further questions please reach out to us at support@fileinvite.com"

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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My experience is an open book. LOFY

Reviewed 4 months ago
Pros

To begin with the trial is always nice to see if this is a software that you can work with immediately, or catch on by way of use. I was able to reach out to the team and get some shared files that would point me in the right direction to how I needed to use certain features, but really my learning experience came from the trial and error. Once I learned how the software operated, I was able to smoothly go throughout my day sharing data with my clients.

Cons

To my knowledge there was no on boarding orientation only videos and reaching out to the team for help as needed. So, with me being new to the use of portals and software it would’ve been really helpful if a team member could have walked me through the process via Zoom or Google meets so I could be taught the steps to take and learn where and what to do. The time that it took for the team to respond to me I didn’t care for too much, because of the nature of the flow of my assignment I needed help right standing on site but because I was unable to get it I had to shell my productivity until someone became available then they were available and I was unavailable so was some tag teaming going on.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great for business growth

Reviewed 9 months ago

Overall FileInvite is fantastic, you really have a great product and it meets all the needs of what we were looking for originally.

Pros

Pros: SMS feature, email feature, auto reminders, simple to use, easy to train new staff, organization is easy, flexible and clean, ability to have templates with hyper links is great. We've had the ability to grow our business because on boarding a new client is so much more streamlined and organized. I am very happy we found you guys.

Cons

Really no complaints, just some suggestions. We really wish there was a way to toggle off and on per invite the default template messaging when a client receives a new invite. 9/10 times its fine, but occasionally we need the default template wording to be different and the only way to change it is to change the universal language for the entire account, save it, go back to the invite, send it and then go back again and change the template back (and hopefully you remember to change it back). Also, we wish that if a client starts responding to the requests that the reminder notifications would automatically turn off. We've had complaints from clients that will start sending data in and then get an email telling them to send data in :)

Vendor response

Thanks Thomas, we really appreciate your feedback. We've shared it with the product team and they would like to discuss your comments further. Please contact us at support@fileinvite.com and we can set up a time to discuss further.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great support for biz process

Reviewed 9 months ago

It helps to keep control over document requests.

Pros

Easy to collect similar list of uploads from various customers. Great digital signing option.

Cons

Status {RETURNED} is confusing in case some invites were not correctly completed.

Vendor response

Thanks for your feedback! Occasionally, clients click the 'I'm Finished' button before they are done, which marks the Invite as returned. In these instances, you can simply reopen the invite and reach out via in-app messaging to clarify what documents are still required. I hope this helps! Please reach out to us at support@fileinvite.com if there is something else going on, we'd be very happy to assist.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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General Thought

Reviewed 9 months ago
Pros

0. Simplicity and easy to use 1. Able to create Templates 2. eMail notifications being sent automatically for each message 3. An Invite can be duplicated now 4. Quick access from the link given for the Invitees with or without passport setting 5. File conversion into PDF file

Cons

Things to be improved rather than Cons: 1. Unable to prepare 'Create New Invite' first without linking a Contact at a drafting stage. A Contact has to be linked first to create a New Invite not the other way around. This results in the prepared Invite being deleted automatically when the Contact is to be changed without being given a warning notice before proceeding. 2. No memo writing function for...

Vendor response

Thanks Charles. We want to make the customer experience as smooth and hassle-free as possible. That's why we're constantly looking for ways to improve our service. We'll consider your feedback when improving future versions of our software, so thanks for taking the time to tell us what's important to you.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great software, easy way to share documents and save time organizing files!

Reviewed 5 years ago

Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.

Pros

You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.

Cons

Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A Great Solution for Document Collection

Reviewed 3 years ago

The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.

Pros

The software (app) is easy to use and set up, taking only a few minutes. The 'templates' feature make it easy to quickly send document requests to my clients / customers. The software also offers a quick video tutorial for those clients / customers familiar with such software, showing end users how to use the app. FileInvite just added a "forms" feature allowing the user to create quick and easy fillable form templates.

Cons

I would like to see some additional functionality added to "forms" like simple math functions. It would also be very beneficial to "replaceable fields" to the templates allowing for automatic naming of certain documents.

Vendor response

Thanks for the feedback Jared, We're hoping to expand on the forms functionality soon...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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FileInvite Review

Reviewed 9 months ago

Very positive. It has helped me as a user save a lot of time and avoid manual tasks.

Pros

It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.

Cons

It does have a delay when loading. Other things are minor suggestions as the team keeps using the software: - when a request is rejected; it would be nice to leave a message that is separate from the original request. - have a request assigned to a specific person but the item submitted can be seen by everyone on the overall invite.

Vendor response

Thank you Maria! We're always looking for ways to improve our products. We appreciate your input, and we will share it with the rest of the product team.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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This saves me SO much time, and makes my job more enjoyable.

Reviewed a year ago

I don't know I used to do my job before FileInvite?! It has really changed the way I work, I have a lot more time to focus on important tasks, rather than chasing people for the right documents. Not to mention, whenever I've had an issue or I don't know how something works, the customer service team has been on hand to help. For your sake, seriously consider this software, it solves so many problems I didn't even know we had!!

Pros

Fileinvite does exactly what good software is meant to do. It makes life easier! I get the documents I need from my colleagues and their clients so quickly. If something isn't quite right, I reject it in file invite, and they usually send me the correct documents in a few hours. It also does all the file organising for me!

Cons

My only grievance is that I can't transfer an invite to a colleague. We worked around it when I went on leave, but it would be a great addition.

Vendor response

Hi there, thank you for your kind review! Regarding your feedback, we've recently added this feature Transfer Invite. Checkout https://help.fileinvite.com/en/articles/5401626-transferring-ownership-of-an-invite for more info or contact our Customer Success team at support@fileinvite.com if you have any questions.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Get docs faster - its what it does!

Reviewed 3 years ago

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. We would always miss documents and be in and out of emails checking off against a manual spreadsheet. Quite simply... this sucked. When we found Fileinvite I knew immediately this would save us a ton of time and improve our client experience. We have been a user for two years now with zero regrets.

Pros

Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items. The the UI is pretty polished

Cons

Some of the menu systems require more clicks than should be required. No google contact or CRM integrations yet (work arounds with Zapier though) Fairly minor issue in my mind.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Streamline document collection for CPA Practice

Reviewed 9 months ago

Sick of thousands of emails from your clients? FileInvite saved us, especially in the digital pivot for COVID. Instead of receiving 5-10+ emails from each client, all documents were gathered into FileInvite. It was easy to check for missing information, easy to request additional data, and easy to share within the team. A+ product.

Pros

Sick of thousands of emails from your clients? FileInvite saved us, especially in the digital pivot for COVID. Instead of receiving 5-10+ emails from each client, all documents were gathered into FileInvite. It was easy to check for missing information, easy to request additional data, and easy to share within the team. A+ product.

Cons

We would like to be able to print the Requests and responses that are typed (versus downloaded documents) in a more printer friendly version, but we are able to print them now. This is needed so all documentation can go into our paper file.

Vendor response

Thanks for your feedback Mary! Under the Messages of the Invite there is now a Print button to save the messages as a PDF to your desktop or print directly from within the app.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Easy to collect documents from clients

Reviewed 9 months ago
Pros

The most amazing feature of file invite is to copy the file invite and templates. It makes so easy to collect all the documents from clients.

Cons

When you search file invite it takes a lot of time to process and show the results.

Vendor response

Thank you for your review Nikunj! We've made some speed improvements to the service recently which is getting great feedback. Please reach out to us at support@fileinvite.com if this is still an issue.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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FileInvite

Reviewed 3 years ago

Document collation is an important part of our process. Prior to using this system we would normally have clients emailing documents to our email address. The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly.

Pros

Our clients find FileInvite easy to use which is our ultimate aim when using this type of document collation service. Once set-up it is easy for us to manage the process with documents being converted into PDF and transferred into our online system automatically ready for us to check and utilize for our clients application.

Cons

When we use our templates there are times that some of the documents being requested within the template are not required for the client involved. We can only delete one document at a time. It would be great if we could check the documents we don't need and then press delete rather than having to delete each one individually.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Perfect for document generation

Reviewed 9 months ago

Fileinvite is an efficient tool for the business as it helps us to request all the documents required for the mortgage in less than 1 minute and it also saves time in saving as it will automatically downloaded in the drive.

Pros

I love the template options as it will be easier for us to request documents instead of using emails, typing them manually. I also love the autosave features as they will also save admin time.

Cons

When documents not syncing in the folder.

Vendor response

Thank you for your great feedback Jenny! That's incredible that you've managed to get your requests down to less than 1 minute.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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great software

Reviewed 5 years ago

save us time and it will sending email to reminder the client and we don't need to manually f/up all the time.

Pros

first, the software can use the name you set up the template so after download, don't need to spend too much time to rename the file, second, if client upload the picture, you can choose to download the PDF one, and save time to convert the picture to PDF.

Cons

If client upload all the files and then you decide to download all the files, it will save as one merged PDF file, which has ID, bank statement, everything together, then we had to manually separate them, and rename, also under one template like bank statement, can't choose only download the merged docs for one template.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Mortgage Broking and File invite

Reviewed 9 months ago

it enable us to keep notes on all files as a Mortgage broker, which is essential

Pros

Easy to use plenty of room for file notes

Cons

Not anything Major really i find it quite easy t0 use

Vendor response

We're glad you find it easy to use. We put a lot of effort into making our products smart and user-friendly, so we appreciate the kind words.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Reliable Onboarding tool

Reviewed 9 months ago

Satisfactory

Pros

Ease of using file invite tool. No API integration etc.

Cons

Some of the features such as daily, weekly and monthly reminders are missing. The back page is a bit difficult.

Vendor response

Thanks for your feedback Arpith, we'd love to talk with you a bit more regarding your suggestions and what you found difficult. We endeavour to make our solution as easy for you and your clients as possible. One of our team members will be in touch, alternatively, you can reach us at support@fileinvite.com

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  • Features
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Clients love it we love it

Reviewed 5 years ago
Pros

One place for uploading all docs. one place to check. One place for clients to go and make notes. Auto COnverting to pDF;s also awesome

Cons

Duplicating intro emails would be good - as in notes - we say similar stuff when sending out we have templates for the actual documents but can not copy/duplicate/drop in a note/intro as yet....

Vendor response

Hey Pat, thanks for the awesome review and feedback, we take all comments on board and helps us make fileinvite even better for future releases.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Software

Reviewed 2 years ago

I have found FileInvite very easy to use. The templates are great and a file invite takes me no longer then 5 minutes to do. I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for.

Pros

I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application.

Cons

I believe that the option to having more than one broker on the login and having an administrator comes with the full paid version of this software but that is my only con at this stage as we can't see if it will work for our group.

Vendor response

Many thanks fo the feedback Courtney. We will look at adding "send on behalf of" to the trial. We have many administrators using the send on behalf feature to manage documentation multiple brokers.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Has made me much more productive

Reviewed 5 years ago

Increased prodctivity. Decreased frustration

Pros

Keeps all the documents I need precisely where I need them and allows me to create my own templates.

Cons

Needs to add the functionality for two people to sign the same document. Would like more options for sending reminders.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great time saver for collecting documents

Reviewed 5 years ago
Pros

simple to use for us and the clients. We can modify requested documents easily and give detailed instructions as required

Cons

We still need to review each document received to check what it is if the client has not labelled files clearly.

Vendor response

Thanks for the awesome review Tony! Did you know that you can preview the documents that have been received in the invite > requests tab. Hope that helps!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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FileInvite allows me to be more efficient within my business and reduces anxiety! ;-)

Reviewed 5 years ago
Pros

I like the fact that you can add your own logo so that clients are not confused by where the request is coming from, it keeps a continuity of branding. I love the fact that clients are getting text messages to let them know they have an invite, or that it is now due today. I like that I can create templates.

Cons

Not able to link to Bankstatements.com.au however I get around it by putting my link under the request Bankstatements for people to click on. I think it would be a good idea to have the ability to ask questions for clients to respond to in a check off way, sometimes it is not a document that we need but the answer to a question, once they respond it can be checked off. I would like to have a record of the invite, what was uploaded, down loaded, comments etc so I can add to my file separate to FileInvite for compliance reasons.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Huge time saver and error avoidance.

Reviewed a year ago

I can't tell you how much time this saves our organization. The number of hours each month spent trying to chase down customers or search out the "latest" version" is incalculable. One of the best tools any agency can have in their toolbox.

Pros

This is fast and easy to deploy and simple enough that our customers can figure it out without any training (though there are help guides readily available). What good is having a system if your customers and staff don't use it? File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion.

Cons

Can't think of one. If it were absolutely free that would be even better, but since it saves me wasting time, I guess technically they are making me money.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great document collection tool - makes the process easy to collect documents.

Reviewed 5 years ago

Ease of use. Streamlines the document collection process. Speeds up the document collection process.

Pros

Easy to implement. Customized branding for mid and higher grade applications. Works with several applications and easy API integration. Nice product for price. Good for single, team or corporate application.

Cons

White Label in highest grade only. Needs ability to set workflows and timed actions. Needs an unlimited Invite option.