The Loan Office vs FileInvite

Mortgage Automator

BNTouch Mortgage CRM

Encompass

Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their operations, increase efficiency, and focus their efforts on growth.

Your Mortgage CRM & Marketing Tools Anywhere.

Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 700+ five star reviews.

Encompass is a cloud-based origination system designed to help lenders of all sizes manage the origination and closure of loans via a unified portal. The platform includes artificial intelligence (AI) technology, which enables lenders to automate the borrower management operations.

The Loan Office is a loan servicing system designed for small lenders, including mortgage lenders, consumer finance lenders, hard-money lenders & note servicers

Accounting

ACH Payment Processing

Activity Dashboard

Activity Tracking

Alerts/Notifications

Amortization Schedule

Approval Process Control

Audit Trail

Auto Loans

Automated Decisioning/Underwriting

Automatic Funds Distribution

Borrower Management

Business Loans

Client Database

Client Management

Client Portal

Collateral Tracking

Commercial Mortgages

Communication Management

Compliance Management

Configurable Workflow

Construction Loans

Contact Management

Credit Reporting

Customer Database

Customer Management

Customer Statements

Customizable Branding

Customizable Reports

Customizable Templates

Data Import/Export

Digital Signature

Document Management

Document Storage

Document Templates

Electronic Applications

Electronic Payments

Electronic Signature

Escrow Management

Financial Analysis

Financial Management

For Borrowers

For Brokers

Government Loans

HUD Settlement Statements

Investor Management

Lead Management

Lender Search

Loan Management

Loan Origination

Loan Portfolio Management

Loan Processing

Loan Servicing

Marketing Automation

Mortgages

Multi-Branch

Multi-Channel Communication

Multi-Company

Multi-Currency

Online Applications

Outsource Processing

Payment Collection

Payment Reminders

Payment Tracking

Pipeline Management

Pre-Qualification

Pricing Management

Promissory Notes

Property Tax Management

Real-Time Reporting

Refinance Management

Reminders

Reporting/Analytics

Reporting & Statistics

Residential Mortgages

Role-Based Permissions

Rules-Based Workflow

Search/Filter

Secure Data Storage

Self Service Portal

Status Tracking

Student Loans

Task Management

Task Scheduling

Template Management

Third-Party Integrations

Third Party Loan Origination

Transaction History

Visual Presentation

Workflow Management

Proprietary

The Loan Office

Web-based

Android

iPhone

iPad

Basic

Small Business

Freelancers

Applied Business Software

The Mortgage Office

The Mortgage Office is a web based loan servicing software which helps to streamline, manage and automate current loan servicing tasks

HES LoanBox

HES LoanBox is a ready-made lending platform with customization options. It offers full loan management process automation.

Automate the process of collecting information and documents from your clients with our simple and secure interface.

Access Controls/Permissions

Admissions Management

Application Management

Archiving & Retention

Assessment Management

Audit Management

Authentication

Candidate Management

Chat/Messaging

Collaboration Tools

Compliance Tracking

Content Library

Content Management

Contract/License Management

Customizable Forms

Dashboard

Data Security

Data Storage Management

Data Synchronization

Document Capture

Document Classification

Document Generation

Document Review

Drag & Drop

Encryption

File Conversion

File Management

File Sharing

File Transfer

Forms Creation & Design

Forms Management

Full Text Search

Historical Reporting

Interaction Tracking

Messaging

Mobile Access

Mobile Signature Capture

Multi-Party Signing

Offline Access

Password Management

Process/Workflow Automation

Progress Tracking

Project Management

Real-Time Chat

Real Time Synchronization

Remote Access/Control

Secure Login

FileInvite

Floify

Collect

Connect

Connect+

Enterprise

Account Executive

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

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

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

Student

The ability to save files as PDF instead of pictures saves a lot of time.

Client Relations

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).

A very secure platform that allows for us to upload confidential files without worrying.

Enrolled Agent 

To my knowledge there was no on boarding orientation only videos and reaching out to the team for help as needed.

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.

Adviser

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

Marketing Communications Specialist

Second, if a customer uploads a photo, you may opt to get the PDF version instead of having to convert the image to PDF.

Accountant 

The most amazing feature of file invite is to copy the file invite and templates.

No sending message function for the multiple Invites selected as only message sending is limited to an Invite.

Director of Homeownership Services

Also having to remember to change the date layout as it is pre-set as year-month-day and we need it to be month-day-year.  

Managing Partner

I love the template options as it will be easier for us to request documents instead of using emails, typing them manually.

Media Marketing Lead

It is a great advantage that it has an easy interface that the user can learn very easily.

Vice President

I like the ease of collecting docs, getting signatures, and doing the follow up on the docs for me.

Instead of receiving 5-10+ emails from each client, all documents were gathered into FileInvite.  

General Manager

Fileinvite has solved the issue of how to send and receive sensitive information from clients in a safe and secure manner

Head - Risk & Compliance

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

Owner/Tax Accountant

My clients never had an issue maneuvering through the software.

Franchise Owner

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

The Loan Office vs FileInvite Comparison (2026)

The Loan Office vs FileInvite Comparison (2026)

The Loan Office

FileInvite

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives