Does FileInvite offer a free version?

No, FileInvite does not offer a free version.

Does FileInvite offer a free trial?

Yes, FileInvite offers a free trial.

Are Credit Card details required for the FileInvite trial?

No, Credit Card details are not required for the FileInvite trial.

What type of support options does FileInvite offer?

Email, Phone, Chat, Knowledge Base

What type of training options does FileInvite offer?

Live Online, Webinar, Documentation, Videos

Self-Employed, Small-Business, Midsize-Business, Large-Enterprise-Business

FileInvite Reviews Jun 2025: Pricing & Features

FileInvite Overview

FileInvite is a streamlined document collection software that revolutionizes the way professionals gather information from clients. It's particularly effective for industries like finance and legal services, where secure document handling is crucial. FileInvite simplifies the process by allowing users to create customizable requests for information or documents, which clients can respond to directly. Its user-friendly interface and automated reminders save time and reduce the hassle of follow-ups. The platform enhances security with encryption, ensuring sensitive data is transferred safely. FileInvite integrates with popular cloud storage services, allowing for seamless file management. It also offers real-time tracking, giving users visibility into the status of each request, thereby improving efficiency and client engagement.

Contact Details

FileInvite
2015
United States
11-50

Support

Email
Phone
Chat
Knowledge Base

Training

Live Online
Webinar
Documentation
Videos

Licensing & Deployment

Proprietary
Cloud Hosted
Web-Based

Typical Customers

Self-Employed
Small-Business
Midsize-Business
Large-Enterprise-Business

Languages Supported

English

Industries

Accounting, Banking

FileInvite Features

Document Management Software

Electronic Signature
Version Control
Search/Filter
Approval Process Control
Document Capture
Commenting/Notes
Task Management
Collaboration Tools
File Sharing
Audit Trail
Compliance Tracking
Alerts/Notifications
Activity Tracking
File Recovery
Archiving & Retention
Offline Access
Document Generation
Drag & Drop
Secure Data Storage
Content Management
Document Storage
Forms Management
Email Management
Document Classification
Document Review
Tagging

Onboarding Software

Training Management
Activity Dashboard
Employee Portal
HR Management
Role-Based Permissions
Leave Tracking
Calendar Management
Employee Handbook
Alerts/Notifications
Compliance Management
Document Storage
Payroll Management
Electronic Signature
Activity Tracking
Job Description Management
Task Management
Performance Management
Employee Profiles
Employee Onboarding
Applicant Tracking
Recruitment Management
Learning Management
Benefits Management
Feedback Management
Self Service Portal
Electronic Forms
Employee Management
Collaboration Tools
Mentorship
Employee Database
Approval Process Control

Mortgage Software

Third Party Loan Origination
Loan Origination
Activity Dashboard
Pipeline Management
Pricing Management
Pre-Qualification
Lender Search
Electronic Applications
Refinance Management
Payment Tracking
Document Storage
Property Tax Management
Contact Management
Marketing Automation
HUD Settlement Statements
Commercial Mortgages
Loan Management
Government Loans
Promissory Notes
Lead Management
Outsource Processing
Credit Reporting
Compliance Management
Escrow Management
Amortization Schedule
Customer Statements
Task Management
Client Database
Loan Servicing
Residential Mortgages
Accounting
CRM
Borrower Management
For Brokers

File Sharing Software

Access Controls/Permissions
Alerts/Notifications
Secure Data Storage
Role-Based Permissions
Authentication
Electronic Signature
Drag & Drop
Real Time Synchronization
Task Management
Version Control
Tagging
Collaboration Tools
Search/Filter
Email Management
File Transfer
Activity Tracking
User Management
Encryption
Commenting/Notes
Automatic Backup
Messaging
File Management
Calendar Management

Virtual Data Room Software

Single Sign On
Collaboration Tools
Full Text Search
Document Classification
Audit Trail
Access Controls/Permissions
Bulk Uploading
SSL Security
Document Review
Commenting/Notes
Secure File Viewer
Activity Tracking
Tagging
Electronic Signature
Q&A Management
Search/Filter
Authentication
HIPAA Compliant
Document Management
Project Management
File Management
Data Import/Export
Secure Data Storage
Alerts/Notifications
Compliance Management
User Management
Watermarking
Indexing
Remote Access/Control
Multi-Factor Authentication
Version Control
Automatic Backup

Admissions Software

Application Management
Candidate Management
Forms Management
Communication Management
Data Import/Export
Fee Management
K-12
Scoring
Assessment Management
Self Service Portal
Activity Dashboard
Reporting & Statistics
Workflow Management

Cloud Storage Software

Data Synchronization
Secure Data Storage
Archiving & Retention
File Transfer
Alerts/Notifications
Mobile Access
Version Control
Document Management
Access Controls/Permissions
Document Storage
Automatic Backup
Data Recovery
Encryption
Data Storage Management
Remote Access/Control
Offline Access
File Sharing
File Management
Backup and Recovery
Drag & Drop
Secure Login
Multi-Device Support
Real Time Synchronization

Commercial Loan Software

Document Management
Amortization Schedule
Automatic Funds Distribution
Investor Management
Collateral Tracking
Accounting
Payment Collection
Third-Party Integrations
Compliance Management
Reporting/Analytics
Audit Trail
Contact Management
Data Import/Export
Loan Portfolio Management
PCI Compliance

Content Collaboration Software

Content Library
File Sharing
Collaboration Tools
Version Control
Data Synchronization
Mobile Access
Document Management
Document Templates
Content Management
Access Controls/Permissions
Approval Process Control
Commenting/Notes
Task Management
Activity Tracking

Digital Signature Software

File Sharing
Access Controls/Permissions
Reminders
Document Management
Document Storage
Multi-Party Signing
Mobile Signature Capture
Customizable Branding
Electronic Signature
Authentication
Document Analytics
Customizable Templates
Workflow Management
Data Security
Audit Trail
Task Progress Tracking

Document Generation Software

Multiple Output Formats
Batch Processing
Collaboration Tools
Digital Signature
Templates

File Sync Software

Two-Way Synchronization
Conflict Tracking
Synchronization Scheduling
Audit Trail
Real Time Synchronization
Backup and Recovery
Remote Synchronization

Forms Automation Software

Electronic Signature
Forms Creation & Design
Customizable Templates
Offline Access
Archiving & Retention
Collaboration Tools
Drag & Drop
Version Control
Forms Management
Process/Workflow Automation
Full Text Search
Third-Party Integrations
Data Import/Export
Access Controls/Permissions
File Storage
Customizable Forms

Loan Origination Software

Automated Decisioning/Underwriting
Electronic Signature
Customer Management
Loan Portfolio Management
Audit Trail
Activity Dashboard
Compliance Management
Reporting & Statistics
Online Applications
Payment Collection
Loan Management
Workflow Management
Financial Analysis

Loan Servicing Software

Document Management
Amortization Schedule
Automatic Funds Distribution
Investor Management
Collateral Tracking
Accounting
Payment Collection
Third-Party Integrations
Compliance Management
Reporting/Analytics
Audit Trail
Contact Management
Data Import/Export
Loan Portfolio Management
PCI Compliance

Portal Software

File Sharing
Real-Time Chat
Access Controls/Permissions
Customizable Branding
Calendar Management
Client Portal
Forms Management
Collaboration Tools
Document Management
Knowledge Base Management
Content Management
SSL Security
Search/Filter
Data Security
Unified Directory

FileInvite Pricing

Pricing Type

Flat Rate

Preferred Currency

USD ($)

Free Trial

Free Version

Payment Frequency

Monthly Payment

Pricing Page

Plans & Packages

Pro

$$49 Per Month

FileInvite FAQs

No, FileInvite does not offer a free version.

No, FileInvite does not offer any free trial.

No, Credit Card details are not required for the FileInvite trial.

FileInvite offers the following pricing plans & packages:

Pro

$$49 Per Month

FileInvite supports the following payment frequencies:
- Monthly Payment

No, FileInvite does not offer an API.

FileInvite offers support with the following options:
- Email , Phone , Chat , Knowledge Base

FileInvite offers training with the following options:
- Live Online , Webinar , Documentation , Videos

FileInvite supports the following languages:
- English

Following are the typical users of the FileInvite:
- Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

FileInvite supports the following deployment:
- Cloud Hosted

FileInvite supports the following devices and operating systems:
- Web-Based

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FileInvite Claim