FileInvite

FileInvite

Automated cloud-based document collection system for clients

4.7/5 (63 reviews)

FileInvite Overview

What is FileInvite?

FileInvite is an information and document requesting solution for any business that wants to automate the process across a client base. Offering particular suitability to those sectors involved in financial services, loan and mortgage applications for example, FileInvite is in fact open to all with scalable subscription-based pricing. The service promises enhanced security over data transmission and storage over traditional email methods, adding SSL/HTTPS encryption to keep sensitive client information confidential. This, coupled with the ability to make multiple requests in one hit while tracking progress, claims to streamline a more efficient approach to data collection.

The system works by allowing users to create "invites" that define all the required information and associated document attachments, which can be saved to template for repeated use. These are then sent to a client contact and tracked to report back the status and progress, viewable from within the app's dashboard-based interface. Automated email reminders can be setup to prompt timely client completion based on stipulated due dates, giving clients online portal links to precisely where the information should be submitted. The uploaded content and files are then securely stored for download through FileInvite, or automatically synced to cloud storage including Dropbox.

FileInvite Overview

Pricing

Starting from
$12.00/month

Pricing options

Free Trial
Subscription
Value for money

14-day free trial available with unlimited functionality.

LITE: $12 per month (paid annually, otherwise $15 per month)
PRO: $28 per month (paid annually, otherwise $35 per month)
MULTI: $68 per month (paid annually, otherwise $85 per month)


FileInvite Features

Devices
Business size
S M L
Markets
Australia, Canada, Europe, United States
Supported Languages
English

Screenshots

FileInvite screenshot: Files and information submitted to FileInvite can be downloaded through the app or synced instead to other online storage spaces
FileInvite screenshot: Files and information submitted to FileInvite can be downloaded through the app or synced instead to other online storage spaces FileInvite screenshot: Automated email reminders can be setup to prompt clients into action and complete the request by a certain time FileInvite screenshot: The client uploads and completes the requested information via a link to an intuitive online interface FileInvite screenshot: The main user dashboard summarises a user's FileInvite activities with status lists, charts, messages and alerts FileInvite screenshot: Receive questions and messages from clients straight to the main app dashboard FileInvite screenshot: Create a FileInvite to request the information needed, saving them as templates for making repeated requests easier FileInvite screenshot: Send an invite to a client and view helpful status reports on the progress for each one

FileInvite Reviews

FileInvite Reviews

Overall rating
4.7
/
5 63 reviews
Excellent
48

Very good
13

Average
2

Poor
0

Terrible
0

Value for Money
4.6
Features
4.5
Ease of Use
4.7
Customer Support
4.8
97% recommended this app
Clinton W.

Get docs faster - its what it does!

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.


Jared F.

A Great Solution for Document Collection

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


Verified Reviewer

FileInvite

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.


Alanna R.

Its great however it is a long winded path to get into drop box


Louise L.

Life Changing software for mortgage brokers

Support has been excellent and the product lives up to expectations. My clients love it as do my staff as it makes the entire process of obtaining client documents safer, and easier.


Clinton W.
Industry: Banking
Company size: 2-10 Employees

Get docs faster - its what it does!

Used Daily for 2+ years
Reviewed on 5/17/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jared F.
Industry: Banking
Company size: 51-200 Employees

A Great Solution for Document Collection

Used Weekly for 1+ year
Reviewed on 5/17/2019
Review Source: Capterra

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.

Response from FileInvite

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: Financial Services
Company size: 2-10 Employees

FileInvite

Used Daily for 6-12 months
Reviewed on 7/17/2019
Review Source: Capterra

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

Alanna R.
Industry: Financial Services
Company size: 2-10 Employees

Its great however it is a long winded path to get into drop box

Used Daily for 6-12 months
Reviewed on 3/8/2018
Review Source: Capterra

Pros

I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,

Cons

Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Louise L.
Industry: Financial Services
Company size: 2-10 Employees

Life Changing software for mortgage brokers

Used Daily for 2+ years
Reviewed on 7/17/2019
Review Source: Capterra

Support has been excellent and the product lives up to expectations. My clients love it as do my staff as it makes the entire process of obtaining client documents safer, and easier.

Pros

the templates make it very easy to use this software

Cons

Can't think of much I dislike. As its so useful, I don't even mind paying for it!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.2/10
Based on 63 user ratings
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FileInvite Pricing

FileInvite Pricing

Starting from
$12.00/month
Free Trial
Subscription
Value for money

14-day free trial available with unlimited functionality.

LITE: $12 per month (paid annually, otherwise $15 per month)
PRO: $28 per month (paid annually, otherwise $35 per month)
MULTI: $68 per month (paid annually, otherwise $85 per month)

14-day free trial available with unlimited functionality.

LITE: $12 per month (paid annually, otherwise $15 per month)
PRO: $28 per month (paid annually, otherwise $35 per month)
MULTI: $68 per month (paid annually, otherwise $85 per month)

Value for Money
4.6/5
Based on 63 user ratings
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FileInvite Features

FileInvite Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
SSL Security
Search Functionality
Third Party Integration
Workflow Management
Features
4.5/5
Based on 63 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for FileInvite

Additional information for FileInvite

Key features of FileInvite

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

Benefits

  • FileInvite's automated document collection and management software replaces traditional methods for chasing clients when it comes to gathering requested information in a more efficient way.
  • Pricing plans include the sending of unlimited "invites" sent to clients when formally requesting information and files, specifying the necessary information required and due deadlines.
  • Invite templates can be created to simplify the process of making repeated requests, before FileInvite tracks the request progress and sends automated reminders to clients.
  • Files and assets are uploaded to a link, while users can then download all completed information and documentation through FileInvite or sync automatically to third-party online storage apps.
  • Uses a secure SSL/HTTPS connection, automatically encrypting every file during upload and throughout cloud storage to offer a safer method than sending attachments via unencrypted email.
  • FileInvite FAQs

    FileInvite FAQs

    Below are some frequently asked questions for FileInvite.

    Q. What type of pricing plans does FileInvite offer?

    FileInvite offers the following pricing plans:

    Starting from: $12.00/month

    Pricing model: Subscription

    Free Trial: Available

    14-day free trial available with unlimited functionality. LITE: $12 per month (paid annually, otherwise $15 per month) PRO: $28 per month (paid annually, otherwise $35 per month) MULTI: $68 per month (paid annually, otherwise $85 per month)

    Q. What are the main features of FileInvite?

    FileInvite offers the following features:

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

    Q. Who are the typical users of FileInvite?

    FileInvite has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does FileInvite support?

    FileInvite supports the following languages:

    English

    Q. What type of pricing plans does FileInvite offer?

    FileInvite has the following pricing plans:

    Subscription

    Q. Does FileInvite support mobile devices?

    We do not have any information about what devices FileInvite supports

    Q. What other apps does FileInvite integrate with?

    FileInvite integrates with the following applications:

    Capsule, Dropbox, Egnyte, Google Drive, WorkflowMax, Zapier

    Q. What level of support does FileInvite offer?

    FileInvite offers the following support options:

    Knowledge Base, Online Support, Phone Support, Video Tutorials