FileInvite

FileInvite

by FileInvite

Who Uses FileInvite?

Used by thousands of professionals who need to collect documentation from their clients. We have automated this process with our simple and secure interface. Sign up for a FREE Trial Today!

What Is FileInvite?

FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. With FileInvite you can set up reminders, templates and sync with your favorite cloud storage like Google Drive. Send a FileInvite Today!

FileInvite Details

FileInvite

http://www.fileinvite.com

Founded 2014

FileInvite Pricing Overview

FileInvite has a free version and offers a free trial. FileInvite paid version starts at US$12.00/month.

Starting Price

US$12.00/month

Pricing Details

We offer a 14 Day Free Trial with Unlimited Functionality.

Free Version

Yes

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Training

Live Online

Documentation

Support

Business Hours

Online

FileInvite Features

AML Software
Behavioural Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List
Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Financial Aid Management
Forms Management
K-12
Recruiting Management
Scoring
Self Service Portal
Audit Trail
Authentication
Auto Reminders
Customisable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Task Progress Tracking
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
Version Control
Access Controls/Permissions
Audit Trail
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
Messaging
Real Time Synchronisation
Search/Filter
Workflow Management
Amortisation Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Audit Trail
Compliance Management
Customer Management
Document Management
Electronic Signature
Loan Processing
Online Application
Accounting Management
Amortisation Schedule
Auto Loans
Automatic Funds Distribution
Borrower Management
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Document Management
Investor Management
Loan Processing
Student Loans
Document Management
E-Verify/I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Job Description Management
Orientation Workflow Management
Self Service Portal
Task Management
Training Management
Collaboration
Content Management
Document Management
File Sharing
Real-time Chat
Search

FileInvite Reviews

Showing 5 of 64 reviews

Overall
4.7/5
Ease of Use
4.7/5
Customer Service
4.8/5
Features
4.5/5
Value for Money
4.6/5
Clinton W.
Director
Banking, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 17/05/2019

"Get docs faster - its what it does!"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 17/05/2019
Jared F.
Market President
Banking, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 17/05/2019

"A Great Solution for Document Collection"

Comments: 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.

Vendor Response

by FileInvite on 20/05/2019

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

  • Reviewer Source 
  • Reviewed on 17/05/2019
Alanna R.
Client manager
Financial Services, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    3/5
  • Ease of Use
    2/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 8/03/2018

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

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.

  • Reviewer Source 
  • Reviewed on 8/03/2018
Arwa N.
Tax Associate, International Tax
Financial Services, 501-1,000 Employees
Used the Software for: 1-5 months
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 7/02/2020

"Useful for accounting and tax firm owners"

Comments: Its secure and fast to use. Its fairly simple from the user side and theres lots of tutorials for clients. The price point is great and I love that there is a free version also available.

Pros: I love the ease and security of use. Its quick to send and receive documents from clients. I like that there is video tutorials available for clients who are not familiar with this sort of technology. Perfect for small tax firms and owners with independent service based businesses.

Cons: Would be useful to add some simple formulas to the forms. Also, the delete function can be improved. It takes forever to delete unwanted documents.

Vendor Response

by FileInvite on 27/02/2020

Thanks for the Feedback Arwa. We have some upgrades to forms on the way and have also updated file deleting with a bulk delete option.

  • Reviewer Source 
  • Reviewed on 7/02/2020
Verified Reviewer
Mortgage Adviser
Financial Services, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 17/07/2019

"FileInvite"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 17/07/2019