FileInvite Features

FileInvite

Automated cloud-based document collection system for clients

4.74/5 (65 reviews)

FileInvite Feature Summary

  • Notifications
  • Loan processing
  • Loan submission control
  • Mortgages
  • Online application acceptance
  • Auto loans
  • Construction loans
  • Application management
  • Electronic applications
  • Loan origination
  • Loan servicing
  • Closing documents
  • Outsource processing
  • For finance industry
  • Consumer loans
  • Business loans
  • Student loans
  • Contact import/export
  • Data encryption
  • Approval Process Control
  • Chat
  • CRM Integration
  • Data Synchronization
  • File Transfer
  • Password Management
  • Secure Login
  • Third Party Integration
  • OneDrive Integration
  • API
  • Action Mangement
  • Activity Tracking
  • Web storage integration
  • Assignment Management
  • Audit Trail
  • Auditing
  • Automatic reminders
  • Collections Management
  • Compliance management
  • Configurable Workflow
  • Client contact database
  • Branded invites
  • Invite templates
  • Data Synchronization
  • Document storage
  • Email Notifications
  • File Management
  • File Transfer
  • History Tracking
  • Client messaging
  • Invite progress tracking
  • Receiving files
  • Secured data storage
  • Secure Login
  • SSL secured
  • Third Party Integration
  • Dashboard-based UI
  • Automated Scheduling
  • Authentication
  • API
  • Chat ability
  • Track Applicants Files
  • Document Approval
  • Approve Documents
  • Invitations and reminders
  • Action item tracking
  • Access Control
  • Password Management
  • Remote Access
  • Document Management
  • User Management

Competitor Feature Comparison

API
Access Control
Action Item Tracking
Action Management
Activity Dashboard
Activity Tracking
Applicant Tracking
Application Integration
Approval Process Control
Assignment Management
Audit Trail
Auditing
Authentication
Automated Scheduling
Chat
Collections Management
Compliance Management
Configurable Workflow
Customer Database
Customizable Branding
Customizable Templates
Data Synchronization
Document Management
Document Storage
Email Invitations & Reminders
Email Notifications
File Management
File Transfer
Geolocation
History Tracking
Instant Messaging
Password Management
Progress Tracking
Real Time Data
Real Time Reporting
Receiving
Reminders
Remote Access
SSL Security
Secure Data Storage
Secure Login
Third Party Integration
User Management
Visit WebsiteCompare App
API
Access Control
Action Item Tracking
Action Management
Activity Dashboard
Activity Tracking
Applicant Tracking
Application Integration
Approval Process Control
Assignment Management
Audit Trail
Auditing
Authentication
Automated Scheduling
Chat
Collections Management
Compliance Management
Configurable Workflow
Customer Database
Customizable Branding
Customizable Templates
Data Synchronization
Document Management
Document Storage
Email Invitations & Reminders
Email Notifications
File Management
File Transfer
Geolocation
History Tracking
Instant Messaging
Password Management
Progress Tracking
Real Time Data
Real Time Reporting
Receiving
Reminders
Remote Access
SSL Security
Secure Data Storage
Secure Login
Third Party Integration
User Management
Visit WebsiteCompare App
API
Access Control
Action Item Tracking
Action Management
Activity Dashboard
Activity Tracking
Applicant Tracking
Application Integration
Approval Process Control
Assignment Management
Audit Trail
Auditing
Authentication
Automated Scheduling
Chat
Collections Management
Compliance Management
Configurable Workflow
Customer Database
Customizable Branding
Customizable Templates
Data Synchronization
Document Management
Document Storage
Email Invitations & Reminders
Email Notifications
File Management
File Transfer
Geolocation
History Tracking
Instant Messaging
Password Management
Progress Tracking
Real Time Data
Real Time Reporting
Receiving
Reminders
Remote Access
SSL Security
Secure Data Storage
Secure Login
Third Party Integration
User Management
Visit WebsiteCompare App

FileInvite Feature Reviews

25 reviewers had the following to say about FileInvite's features:

Anonymous
(Banking company, 51-200 employees)

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

2018-03-09

Streamlines the document collection process.

Pros

Works with several applications and easy API integration.

Cons

Needs ability to set workflows and timed actions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Dana Dawson

Great tool, great support

2020-03-03

Customer service is fast and friendly.

Pros

Individuals I am collecting items from find it easy to use and report that it makes a complicated course reporting process more straightforward.

Cons

I found it easy to integrate with other platforms.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sahil Sharma

FileInvite is a cloud based solution system

2018-10-17

Its a great software and my experience with FileInvite was closer to satisfaction.

Pros

The best feature of this software is its user interface.

Cons

The only thing I found negative is that the site is not mobile friendly but I know the FileInvite team must be working on it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 51-200 employees)

Easy way to collect the documents without chasing the client

2018-04-19

Easily collect documents and keep track over them without chasing them for documents

Pros

Great way to easily invite the client to upload documents and track them,frequent notification free from manual chasing them

Cons

many more additional features can added,timestamp,sent out share etc so as may features can be added

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michele Johnson

BEST PROCESSING SOFTWARE I HAVE EVER USED!

2019-05-17

Gathering and tracking loan documents from clients.

Pros

Ease of use, everything contained in one dashboard/portal, ease when making changes, all communications in one area for each tracking.

Cons

There wasn't anything that I didn't like!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Calvin Oram

Easy to use, easy to set up and provides our company with a professional image

2018-03-09

Much greater security for sending and receiving customer information , both documents and messages.

Pros

The option to upgrade to custom branding presents a professional image to our customers.

Cons

I would love this software to integrate with Timely who provide our office diary.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jared Feury

A Great Solution for Document Collection

2019-05-17

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 'templates' feature make it easy to quickly send document requests to my clients / customers.

Cons

It would also be very beneficial to "replaceable fields" to the templates allowing for automatic naming of certain documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from FileInvite


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

Read more
Michael Fanelli

Excellent platform, easy to use. Does what it's supposed to with zero extra nonsense.

2017-06-21

no more emailing documents, easy to accept/reject & explain what's needed all in one place

Pros

Easy to use, simple clean interface, practically zero learning curve.

Cons

Not much. Need to remember to turn off the automated email reminders to the client sometimes. Early on I had an issue adding new contacts but I figured it out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from FileInvite


Hey Michael, thanks for the awesome review! We're stoked that you and your customers are enjoying using the fileinvite software platform and that it's adding great value to your business.

Read more
Clinton Waters

Get docs faster - its what it does!

2019-05-17

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.

Pros

Love the google drive integration and how it renames the files as per your request items. The the UI is pretty polished

Cons

No google contact or CRM integrations yet (work arounds with Zapier though) Fairly minor issue in my mind.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Very Good and Easy Tpo Manage

2018-03-09

easy to manage customers paper work,,,

Pros

Alerts and Advises Me any time there is activity.... Ability to use is simple.

Cons

ability to reply with personal message are Not easy to find if it is available. sends my name double in messages

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan Perrenoud

It has streamlined the document exchange with my clients. The sync feature, saves us hours of time!

2018-03-09

It is a huge time saver!

Pros

The client interface is allows for an easy way for clients to upload documents.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary Eckel

We have been using this site for about a month. It is very good. Fileinvite does all the follow up

2018-03-08

Makes our job easier by chasing up documents on our behalf.

Pros

Its ease of operation, easy to use.

Cons

As yet a broker app is not available and the site is not mobile friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam Parker

FileInvite Rocks

2019-07-17

This has made the process of gathering information so much easier and our customers seem to enjoy the functionality and security of FileInvite.

Pros

I've been using FileInvite for over a month and it has definitely helped to streamline file collection from customers.

Cons

There were some minor issues with some of the "Live Form" fields but those issues have been resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Rivers

Great value for the price! Easy to use and an effective way to improve productivity!

2017-05-08

Pros

I also eventually left other software providers behind because they kept increasing the price with very little improvement in their platform (and in some cases, less functionality for a higher price).

Cons

For example, I could have different milestones set and once I checked them off, it would email the parties that I set up at the start (i.e. loan documents received, appraisal completed, clear to close, etc.)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from FileInvite


Hey Chris, thanks for the awesome review! We have now have signature capture that you can use in beta, let me know if you'd like us to turn this on for you. We also have Zapier integration which may help down the track with your automated reminders and invites.

Read more
Bruno Brooks

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

2017-11-02

Being able to manage files received by customers and also send them files with notes.

Pros

Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook?

Cons

Sometimes it will take a little while to upload files, but that could also be an issue with our connection.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 1-10 employees)

FileInvite

2019-07-17

Document collation is an important part of our process.

Pros

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.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jerald Hiew

I like this site

2018-03-08

Together with SMS integration it makes for a great combo!

Pros

I love the extra follow ups that it does automatically. It has made my follow ups with clients very easy to do.

Cons

The signature feature is kinda broken.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
John Tosio

Huge Time Saver!

2016-09-28

I absolutely LOVE the automatic dropbox sync.

Pros

Everything is in one place and I don't have to remember to follow up the clients.

Cons

Can't reply to in-app messages by email.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering FileInvite

Make sure you set up cloud storage sync with Dropbox or Google Drive in your settings. Huge benefit.

Source: Capterra
Helpful?   Yes   No
Read more
Richard Ferguson

Has made me much more productive

2018-03-09

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam Baker

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

2018-03-09

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.

Cons

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.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tony Spies

Great time saver for collecting documents

2017-05-08

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from FileInvite


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!

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Adrian Cross

Easy to use, takes the effort out of worrying about missed emails of supporting documents

2017-06-20

easy setup and you don't need to worry, when the client accesses the portal you are notified

Pros

Setup the list of required documents needed and send, doesn't get any easier than that.

Cons

.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from FileInvite


Hey Adrian, thanks for the awesome review, we're stoked you're getting great results using the software!

Read more
Tracy McMahon

It is easy to use and has reduced my workload.

2017-05-09

Pros

Templates make it easy to send out requests quickly and it helps keep documents organised for filing.

Cons

.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from FileInvite


Hey Tracy, thanks for taking the time to give an awesome review! We're glad fileinvite is working great for you to organize your filing and reduce your workload! Your feedback helps us make fileinvite even better!

Read more
Pat Cranshaw

Clients love it we love it

2017-05-08

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....

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from FileInvite


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.

Read more
Brad Vilgos

Very helpful for our users

2018-03-08

Pros

Secure docs and conversion to pdf This has been a helpful tool that has cut down on time and made it streamlined to review docs. Integration with google drive is also convenient

Cons

Access for the individual user is managed by administrators and I'd like to see the individual having more access

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more