FileInvite Reviews - Pros & Cons, Ratings & more

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FileInvite is a cloud-based solution for automating the process of collecting information and documents from business clients with more efficiency and security

FileInvite

Web-based

Senior Loan Architect

It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.

Director

You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.

Branch Manager NMLS 250511

Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.

Client Services Adviser

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

AVP, Financial Reporting Officer

It allows to create a secure portal to collect documents. It gives us peace of mind rather than using email its much more secure.

Tax Associate, International Tax

I love the ease and security of use. Its quick to send and receive documents from clients.

Underwriter 

AMAZING, so easy to use and communicate with clietns.

Finance Broker

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

Loan Processor

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

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.

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.

Loan Officer

The auto follow up are the main thing. Together with SMS integration it makes for a great combo.

It takes forever to delete unwanted documents.

Mortgage Broker

FileInvite completely optimises this process and helps walk clients through the process.

The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized.

Manager

The software has no faults that I can see being an issue.

OneDrive

Abacus Private Cloud

Bryt

The auto follow up are the main thing. Together with SMS integration it makes for a great combo! :)

I like this site

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

Great for business growth

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 the product is good and helps our agency collect information necessary. 

Gathering information made easy

General Thought

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.

A great, user friendly program

Thanks for your review, Lindsey. We're glad you found the software so easy to use! 

Because we serve customers across so many industries (Finance, Legal, Academic, etc.), we'd love to hear your feedback specifically from the accounting perspective.

If you would't mind sending us direct feedback, please message us via https://www.fileinvite.com/contact. 

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

FileInvite Review

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.

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. 

Perfect for document generation

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

The team behind file invite is very friendly and responsive. It is because  of them that I am willing to trust the process and give time for certain improvements, some of which could be arguably specific to my use case.

There are many uses for this solution

Great way to share documents and save time organizing files

I found using this platform to be secure and allows us peace of mind during document transfers. 

Secure document collection

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.

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

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.  

Streamline document collection for CPA Practice

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.

Great for sharing information with clients

We appreciate your valuable input Colleen, we're always looking for ways to improve our products. We will share it with the rest of the product team.

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.

Great Software

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.  

I had seen FileInvite advertised and thought it sounded okay but never took it any further, but ...

So far all is good, we'll continue using FileInvite as it helps us documenting.

Thanks FileInvite!

We're glad you and your team love using our product. If there's anything else we can do for you, please don't hesitate to let us know.

file invite

Hi Gary, thank you for your valuable feedback. Regarding custom forms, we do offer a paid customisations service to help you out here. If you're interested please reach us at support@fileinvite.com requesting customisation support.

Our team will also reach out to you personally on this. 

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

great software 

Clients love it we love it

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.

Increased prodctivity. Decreased frustration

Has made me much more productive

Great time saver for collecting documents

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!

Very helpful for our users

Has somewhat stopped the drip feeding of documents from clients

File invite Review

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

Great for reminding clients of what's missing

I love Fileinvite - finally my world is easier and clients know what to do!

Director of Sales

Huge time saver and error avoidance.

Rick H.:                                               Hi, my name is Rick. I'm director of sales, and I give five out of five. For more reviews like this one, click the link below.
                                                       Before I had FileInvite we were using a combination of soliciting content by email, or trying to use Dropbox, or Google Drive, or any of the various drives. And the reality is that we just couldn't get clients to follow instructions, and if they did follow instructions, we were having to go back and look at all of these things, or pull all of our peers, because I was the sales contact and the client sent me their information instead of sending it to the production team, or they sent it to the review team instead of the production team. So with FileInvite it cleared all that up, there was one place that was a repository for all of the requests for content we have from our clients. When it arrives, we get a notice. If it doesn't show up, the clients get email reminders, as many as we need to send them automatically. So that the stuff finally ends up in the inbox.
                                                       Well, in the end, the reason we choose FileInvite was it was the one that our clients actually used. And that was more important than any of the other feature compliments, because if the content end up in the inbox, it didn't matter what the other claims to fame or features would be. But we tried a number of competitive products that had a listing of similar features, and many of them actually had virtually identical feature count, but the user interface wasn't as straightforward. The prompting wasn't as straightforward. The instructions weren't quite as straightforward. The reminder process wasn't as straightforward. So we just didn't end up with the same successful results with some of the competitive products that we experienced with FileInvite.
                                                       Getting started with FileInvite is a cinch largely because they really thought through the whole onboarding process for the clients really clearly. We have the ability to either have templated requests that we can just send out over and again, or we can have specific project requests, or you can start out with a template, but you can modify it for this specific project. I find it hard to believe that there's anything a client would need that they haven't already figured out. In a lot of cases they figured out stuff that we hadn't thought of, and it made onboarding super simple.
                                                       I guess my biggest recommendation is to give it a try. I mean, they have a free trial offer. Pick one or two clients, I mean, don't try and deploy it amongst dozens or hundreds of clients just to get your feet wet. Pick two or three clients. That's what we did. We picked one of our most reliable clients, who always got it right? We picked a problem child who never got it right. And then we picked somebody that was sort of in the middle, that mostly got it right. And that kind of let us fine tune the message and fine tune our onboarding process. And now the problem child is almost as reliable as our most reliable customer. And in the end, it saved us dozens and dozens of hours every month trying to chase content.

FileInvite Reviews (2025)

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