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FileInvite

Streamlining loan document collection for lenders

Table of Contents

Is this product right for your business?

Find out with a

FileInvite - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: September 2026

FileInvite overview

What is FileInvite?

FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and lending teams in mind, FileInvite provides a secure client portal that simplifies document intake from any device. It features online forms with digital signing, reusable templates, and automated reminders to reduce follow-ups and accelerate processing.

An intuitive admin dashboard gives teams full visibility and control over document requests, while integrations with platforms like Salesforce, HubSpot, SharePoint, Google Drive, and more enable seamless workflows with existing systems. Trusted by banks, credit unions, and professional service firms, FileInvite helps reduce loan cycle times, save hours of admin per week, and maintain compliance with SOC 2 Type 2 and GDPR standards.

Starting price

829usage based /
per month

Alternatives

with better value for money

Pros & Cons

Client Support

Document Collection

Security and Access Control

Contact Issues

Do you work for FileInvite? Manage this product listing

FileInvite’s user interface

Ease of use rating:

4.7

(99)

FileInvite reviews

Overall rating

4.7

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend0.92/10

Rating distribution

Pros

“It make the process so simple when I have to gather large financial documents that need to be kept secure.”

Connor M.

Account Executive

“Overall I love the platform and use it weekly to manage several documents per client!”

Connor M.

Account Executive

“FileInvite is the easiest platform for collecting large quantities of documents.”

Connor M.

Account Executive

Cons

“This results in the prepared Invite being deleted automatically when the Contact is to be changed without being given a warning notice before proceeding.”

Charles C.

Adviser

“Some of the features such as daily, weekly and monthly reminders are missing.”

Arpith S.

Head - Risk & Compliance

“Still getting the incorrect information - would like to be able to have more of a comments section to advise clients of exact requirements”

Catriona H.

Franchise Owner

Who uses FileInvite?

Based on 99 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services

Accounting

Banking

Marketing and Advertising

Others

Use cases

Document Management

File Sharing

Onboarding

Digital Signature

Portal

FileInvite's key features

Most critical features, based on insights from FileInvite users:

File sharing

4.9

(9)

Collaboration tools

4.7

(6)

Version control

4.5

(4)

Mobile access

5.0

(1)

All FileInvite features

Features rating:

4.4

(99)

Access controls/permissions

4.5

(10)

Activity dashboard

4.0

(1)

Activity tracking

(0)

Admissions management

(0)

Alerts/Notifications

5.0

(6)

API

4.0

(1)

Application management

(0)

Approval process control

(0)

Archiving & retention

5.0

(3)

Assessment management

(0)

Audit management

(0)

Audit trail

5.0

(3)

Authentication

4.6

(5)

Auto loans

(0)

Borrower management

5.0

(1)

Business loans

(0)

Candidate management

(0)

Chat/Messaging

(0)

Client database

(0)

Client management

(0)

Client portal

(0)

Collaboration tools

4.7

(6)

Commercial Mortgages

(0)

Compliance

(0)

Compliance management

(0)

Compliance tracking

(0)

Configurable workflow

(0)

Construction loans

(0)

Contact management

(0)

Content library

(0)

Content management

(0)

Contract/License management

(0)

Customer database

(0)

Customer management

(0)

Customer statements

(0)

Customizable branding

3.0

(2)

Customizable forms

(0)

Customizable templates

5.0

(1)

Dashboard

(0)

Data import/export

(0)

Data security

4.3

(6)

Data storage management

(0)

Data synchronization

(0)

Digital signature

(0)

Document capture

5.0

(6)

Document classification

4.0

(1)

Document generation

5.0

(1)

Document management

4.8

(5)

Document review

(0)

Documents

(0)

Document storage

4.9

(7)

Drag & drop

4.8

(4)

Electronic Applications

(0)

Electronic signature

4.0

(8)

Encryption

5.0

(3)

File conversion

4.8

(5)

File management

(0)

File sharing

4.9

(9)

File transfer

4.0

(1)

For Borrowers

(0)

Forms creation & design

(0)

Forms management

(0)

Full text search

4.7

(3)

Government Loans

(0)

Historical reporting

(0)

HUD Settlement Statements

(0)

Integrations

(0)

Interaction tracking

(0)

Lead management

(0)

Loan management

5.0

(1)

Loan origination

(0)

Loan processing

5.0

(1)

Loan servicing

(0)

Messaging

4.5

(2)

Mobile access

5.0

(1)

Mobile signature capture

4.0

(2)

Mortgages

(0)

Multi-Branch

(0)

Multi-Company

(0)

Multi-Party signing

4.3

(4)

Offline access

(0)

Online applications

(0)

Outsource Processing

(0)

Password management

(0)

Payment collection

(0)

Pipeline management

5.0

(1)

Pre-Qualification

(0)

Progress tracking

(0)

Project management

(0)

Promissory Notes

(0)

Property tax management

(0)

Real-Time chat

(0)

Real time synchronization

5.0

(6)

Refinance Management

(0)

Reminders

(0)

Remote access/control

(0)

Reporting/Analytics

(0)

Reporting & statistics

(0)

Residential Mortgages

(0)

Schedule

(0)

Secure data storage

5.0

(2)

Secure login

(0)

Security

(0)

Self service portal

5.0

(1)

Software

(0)

SSL security

(0)

Student loans

(0)

Task management

3.3

(3)

Team collaboration

(0)

Template management

(0)

Templates

(0)

Third-Party integrations

(0)

Third Party Loan Origination

(0)

Unified directory

5.0

(1)

User management

(0)

Version control

4.5

(4)

Visual Presentation

(0)

Workflow automation

(0)

Workflow management

5.0

(3)

FileInvite alternatives

FileInvite

4.7

(99)

Starting from

829

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.4

Value for Money

4.6

Customer Support

4.8

HES LoanBox

4.9

(38)

visit website

Starting from

75000

Per year

Free trial

Free version

Ease of Use

4.9

Features

4.9

Value for Money

4.9

Customer Support

5.0

The Mortgage Office

4.8

(288)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.7

Customer Support

4.8

Google Workspace

4.7

(17.7K)

learn more

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.6

Value for Money

4.6

Customer Support

4.3

FileInvite pricing

Value for money rating:

4.6

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Collect

829

Per month

Features included:

10 users
Accelerate document collection
Streamline borrower experience
Allow view access to third parties
Integrate with cloud storage
Track compliance with audit trails

Connect

1,659

Per month

Features included:

50 users
Accelerate document collection
Streamline & customize borrower experience
Collaborate with teams & third parties
Integrate with cloud storage & workflows in other aps including CRM
Track compliance with audit trails & specify custom roles & permissions

Connect+

2,499

Per month

Features included:

100 users
Accelerate document collection
Streamline & customize borrower experience
Collaborate with teams & third parties
Integrate with cloud storage & workflows in other aps including CRM
Track compliance with audit trails & specify custom roles & permissions

Enterprise

No pricing info

Features included:

150+ users

User opinions about FileInvite price and value

Value for money rating:

4.6

(99)

To see what individual users think of FileInvite's price and value, check out the review snippets below.

“It make the process so simple when I have to gather large financial documents that need to be kept secure.”

Connor M.

Account Executive

“Overall I love the platform and use it weekly to manage several documents per client!”

Connor M.

Account Executive

FileInvite integrations (7)

Integrations rated by users

We looked at 99 user reviews to identify which products are mentioned as FileInvite integrations and how users feel about them.

Dropbox

Integration rating: 4.0 (1)

pdfFiller

Integration rating: 5.0 (1)

Google Docs

Integration rating: 5.0 (1)

“I use Claude to read and write documentation.”

“While we use other products for documentation, Google Docs is really necessary for things like presentations and research.”

Mat B.

Senior Engineer

1/2

OneDrive

Integration rating: 5.0 (1)

Trello

Integration rating: 5.0 (1)

“Ricezione di aggiornamenti sulle attività e creazione di nuove schede direttamente da Slack.”

Freweini T.

segretaria

Google Drive

Integration rating: 5.0 (1)

“This is where we store all of our presentations and reseach.”

Mat B.

Senior Engineer

FileInvite support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Knowledge Base

Email/Help Desk

Chat

Phone Support

FAQs/Forum

Training options

Documentation

Live Online

Videos

Webinars

FileInvite FAQs

Q. Who are the typical users of FileInvite?

FileInvite has the following typical customers:
Small Business, Mid-size Business, Freelancers

These products have better value for money

Q. What level of support does FileInvite offer?

FileInvite offers the following support options:
Knowledge Base, Email/Help Desk, Chat, Phone Support, FAQs/Forum

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