New Zealand Local product

What Is FileInvite?

FileInvite automates the process of collecting client information in document-heavy workflows. 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. Try FileInvite today!

Who Uses FileInvite?

Used by thousands of professionals who need to collect information from their clients. We have automated this process with our simple and secure interface. Sign up for your free trial today!

FileInvite Details

FileInvite

Founded in 2014

FileInvite pricing

Starting Price:

US$17.99/month
  • Yes, has free trial
  • No free version

FileInvite does not have a free version but does offer a free trial. FileInvite paid version starts at US$17.99/month.

Pricing plans get a free trial

FileInvite Details

FileInvite

Founded in 2014

FileInvite videos and images

FileInvite video
FileInvite Software - Logo - thumbnail
FileInvite Software - Dashboard - thumbnail
FileInvite Software - Email to Client - thumbnail
FileInvite Software - Client Interface - thumbnail
FileInvite Software - Download Documents - thumbnail

FileInvite deployment and support

Support

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based

Training

  • Live Online
  • Documentation
  • Videos

FileInvite Features

  • Activity Dashboard
  • Admissions Management
  • Alumni Management
  • Application Management
  • Assessment Management
  • Attendance Tracking
  • Billing & Invoicing
  • Calendar Management
  • Candidate Management
  • Class Scheduling
  • Commenting/Notes
  • Communication Management
  • Customisable Branding
  • Customisable Reports
  • Data Import/Export
  • Document Management
  • Drag & Drop
  • Electronic Payments
  • Enrollments/Onboarding
  • Event Management
  • Fee Management
  • Financial Aid Management
  • Forms Management
  • Higher Education
  • Interview Scheduling
  • K-12
  • Mobile Access
  • Prospecting Tools
  • Real Time Notifications
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Scoring
  • Self Service Portal
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management

View full list of Admissions

  • ACH Payment Processing
  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Application Management
  • Approval Process Control
  • Asset Lifecycle Management
  • Audit Trail
  • CRM
  • Cash Flow Management
  • Client Portal
  • Collections Management
  • Complex Debt Structures
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Customer Accounts
  • Customer Database
  • Customisable Reports
  • Dashboard
  • Data Import/Export
  • Data Verification
  • Digital Signature
  • Document Management
  • Document Storage
  • Electronic Payments
  • Exposure Management
  • Financial Analysis
  • Financial Management
  • Lead Management
  • Monitoring
  • Multi-Company
  • Pipeline Management
  • Portfolio Management
  • Real Time Analytics
  • Real Time Reporting
  • Reporting & Statistics
  • Risk Assessment
  • Risk Management
  • Rules-Based Workflow
  • Scheduling
  • Secure Data Storage
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Third Party Integrations
  • Trend Analysis
  • Workflow Management

View full list of Commercial Loan

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • CRM
  • Chat/Messaging
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Contract/License Management
  • Customisable Branding
  • Customisable Forms
  • Customisable Templates
  • Customizable Fields
  • Data Security
  • Digital Signature
  • Document Analytics
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Email Reminders
  • File Sharing
  • Forms Management
  • HIPAA Compliant
  • Mobile Signature Capture
  • Multi-Party Signing
  • Progress Tracking
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Secure Data Storage
  • Single Sign On
  • Status Tracking
  • Task Progress Tracking
  • Team Collaboration
  • Template Management
  • Third Party Integrations
  • Version Control
  • Web Forms
  • Workflow Management

View full list of Digital Signature

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Batch Processing
  • Collaboration Tools
  • Compliance Management
  • Conditional Logic
  • Configurable Workflow
  • Content Library
  • Content Management
  • Contract Drafting
  • Contract/License Management
  • Customisable Branding
  • Customisable Forms
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Storage Management
  • Data Synchronisation
  • Digital Signature
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Templates
  • Forms Management
  • Full Text Search
  • Interaction Tracking
  • Multi-Language
  • Multiple Format Support
  • Multiple Output Formats
  • Offline Access
  • Process/Workflow Automation
  • Reporting & Statistics
  • Search/Filter
  • Template Management
  • Templates
  • Text Editing
  • Third Party Integrations
  • Version Control
  • Workflow Management

View full list of Document Generation

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management
  • Customisable Branding
  • Customisable Templates
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Forms Management
  • Full Text Search
  • Offline Access
  • Optical Character Recognition
  • Projections
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Tagging
  • Task Management
  • Template Management
  • Third Party Integrations
  • Version Control
  • Workflow Management

View full list of Document Management

  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Calendar Management
  • Chat/Messaging
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Content Management
  • Customisable Branding
  • Customisable Templates
  • Data Synchronisation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Encryption
  • File Management
  • File Transfer
  • Full Text Search
  • HIPAA Compliant
  • Live Chat
  • Messaging
  • Mobile Access
  • Projections
  • Real Time Notifications
  • Real Time Synchronisation
  • Reporting & Statistics
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Tagging
  • Task Management
  • Third Party Integrations
  • Two-Factor Authentication
  • User Management
  • Version Control
  • Workflow Management

View full list of File Sharing

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Autofill
  • Barcode / Ticket Scanning
  • CRM
  • Collaboration Tools
  • Conditional Logic
  • Configurable Workflow
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Capture and Transfer
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Storage
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Offline Access
  • Process/Workflow Automation
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Rules-Based Workflow
  • SSL Security
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Template Management
  • Third Party Integrations
  • Version Control
  • Web Forms
  • Workflow Management

View full list of Forms Automation

  • API
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Automated Decisioning/Underwriting
  • Client Management
  • Client Portal
  • Collections Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Customer Database
  • Customer Management
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Financial Analysis
  • Financial Management
  • Lead Management
  • Loan Management
  • Loan Portfolio Management
  • Loan Processing
  • Multi-Company
  • Online Applications
  • Pipeline Management
  • Pricing Management
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Rules-Based Workflow
  • Secure Data Storage
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Transaction History
  • Workflow Management

View full list of Loan Origination

  • ACH Payment Processing
  • API
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Amortisation Schedule
  • Approval Process Control
  • Asset Lifecycle Management
  • Audit Trail
  • Auto Loans
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • Collateral Tracking
  • Collections Management
  • Compliance Management
  • Construction Loans
  • Contact Management
  • Customer Accounts
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Electronic Funds Transfer
  • Electronic Payments
  • Escrow Management
  • Historical Reporting
  • Investor Management
  • Lead Management
  • Loan Processing
  • Mortgages
  • Multi-Channel Communication
  • Multi-Company
  • Multi-Currency
  • Payment Options
  • Pipeline Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Status Tracking
  • Student Loans
  • Third Party Integrations
  • Transaction History
  • Visual Analytics
  • Workflow Management

View full list of Loan Servicing

  • API
  • Accounting
  • Activity Dashboard
  • Amortisation Schedule
  • Client Database
  • Closing Documents
  • Collections Management
  • Commercial Mortgages
  • Compliance Management
  • Contact Database
  • Contact Management
  • Credit Reporting
  • Customer Database
  • Customer Statements
  • Customisable Reports
  • Direct Mail Management
  • Document Management
  • Document Storage
  • Electronic Applications
  • Email Marketing
  • Escrow Management
  • Flyer Printing
  • For Borrowers
  • Government Loans
  • HUD Settlement Statements
  • Integrated Vendor Services
  • Lead Management
  • Lender Search
  • Loan Management
  • Loan Origination
  • Loan Servicing
  • Marketing Automation
  • Multi-Branch
  • Multi-Company
  • Outsource Processing
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Promissory Notes
  • Property Tax Management
  • Refinance Management
  • Reporting & Statistics
  • Residential Mortgages
  • Search/Filter
  • Task Management
  • Third Party Integrations
  • Third Party Loan Origination
  • Visual Presentation
  • Workflow Management

View full list of Mortgage

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Applicant Tracking
  • Approval Process Control
  • Attendance Tracking
  • Benefits Management
  • Calendar Management
  • Collaboration Tools
  • Compliance Management
  • Configurable Workflow
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • E-Verify/I-9 Forms
  • Electronic Forms
  • Electronic Signature
  • Employee Database
  • Employee Handbook
  • Employee Management
  • Employee Onboarding
  • Employee Portal
  • Employee Profiles
  • Employee Self Service
  • Feedback Management
  • HR Management
  • Job Description Management
  • Learning Management
  • Leave Tracking
  • Mentorship
  • Orientation Workflow Management
  • Payroll Management
  • Performance Management
  • Real Time Reporting
  • Recruitment Management
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Self Service Portal
  • Sick Leave Tracking
  • Task Management
  • Third Party Integrations
  • Time Off Requests
  • Training Management
  • Workflow Management

View full list of Onboarding

  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Calendar Management
  • Chat/Messaging
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Configurable Workflow
  • Content Library
  • Content Management
  • Customisable Branding
  • Customisable Forms
  • Customisable Templates
  • Data Security
  • Document Management
  • Document Storage
  • Drag & Drop
  • Employee Communities
  • Employee Portal
  • Event Calendar
  • Feedback Management
  • File Management
  • File Sharing
  • File Transfer
  • Forms Management
  • Forum / Discussion Board
  • Knowledge Base Management
  • Live Chat
  • Mobile Access
  • Real Time Notifications
  • Real-Time Chat
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Surveys & Feedback
  • Task Management
  • Template Management
  • Third Party Integrations
  • Unified Directory
  • Version Control
  • Workflow Management

View full list of Portal

FileInvite Alternatives - Capterra New Zealand 2021

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FileInvite Reviews

Read all 90 reviews

Average score

Overall
4.7
Ease of Use
4.6
Customer Service
4.8
Features
4.4
Value for Money
4.6

Reviews by score

5
68
4
20
3
2

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Renee G.
Renee G.
Finance Broker in Australia
Verified LinkedIn User
Financial Services, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

Brilliant time saving product

5 3 years ago

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

Pros:

I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.

Cons:

Nothing to fault with the product at all.

FileInvite Response

3 years ago

Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results. We are so glad that clients are finding it easy to use as well. Nick @ FileInvite.com

Zuhairah A.
Zuhairah A.
Marketing Communications Specialist in Malaysia
Verified LinkedIn User
Internet, 5,001-10,000 Employees
Used the Software for: 2+ years
Reviewer Source

FileInvite review

4 8 months ago

Pros:

First, the application can maintain the filename you installed the theme with, so you won't have to waste time renaming the file once it's downloaded. Second, if a customer uploads a photo, you may opt to get the PDF version instead of having to convert the image to PDF.

Cons:

If a customer uploads all of the files and downloads them to get them all, it will save into one merged PDF file with ID, bank statement, and everything together. I will have to split them and rename them manually, and we couldn't just get the combined files for one file.

Mark F.
Director of Homeownership Services in US
Nonprofit Organisation Management, 11-50 Employees
Used the Software for: 1-5 months
Reviewer Source

A bargain for what you get

5 3 weeks ago New

Comments: Overall I think the system is great! I believe in time, with technology advances, it will even get better.

Pros:

Being able to send documents for signature along with having the customer securely upload their personal information has been very beneficial to our organization. Being a non-profit requires us to watch our costs and this has been very cost-friendly.

Cons:

A little tedious having to go into each form separately to get it "Live" for signing. 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. It won't automatically default to this.

Alanna R.
Client manager in New Zealand
Financial Services, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

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

3 4 years ago

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.

Charles C.
Adviser in New Zealand
Legal Services, Self Employed
Used the Software for: 2+ years
Reviewer Source

General Thought

4 3 weeks ago New

Pros:

0. Simplicity and easy to use 1. Able to create Templates 2. eMail notifications being sent automatically for each message 3. An Invite can be duplicated now 4. Quick access from the link given for the Invitees with or without passport setting 5. File conversion into PDF file

Cons:

Things to be improved rather than Cons: 1. Unable to prepare 'Create New Invite' first without linking a Contact at a drafting stage. A Contact has to be linked first to create a New Invite not the other way around. This results in the prepared Invite being deleted automatically when the Contact is to be changed without being given a warning notice before proceeding. 2. No memo writing function for each Invite: a short memo or information has to be written sometimes for each Invite but there is no function unless a Request is used for a note recording purpose. 3. No sending message function for the multiple Invites selected as only message sending is limited to an Invite. This means though the same information each message has to be prepared separately for a group of Invites. 4. A function that an Invite sent/used can be reused as a draft in Template. A template has to be first made to create an Invite not the other way around. If an Invite can be duplicated into the Template folder, it will save a lot of time in terms of modification and reusability of sent/used Invite. 5. A message may be included for the reason when a file upload is 'Rejected' due to not being in the correct type.