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Stop chasing your clients for documents

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.

FileInvite screenshot & Video

Contact Details

  • Vendor Name FileInvite
  • Founded 2015
  • Location United States
  • Employees 11-50

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

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

Language Supported

English


Industries

Accounting, Banking

FileInvite Features

  • 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
  • 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

FileInvite Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Payment Monthly Payment

Plans & Packages

Pro

$$49 Per Month

FileInvite FAQ's

  • 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:

    Starting Plan:

    $$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:
    • Webinar , Documentation

  • 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