--- description: Review of FileInvite Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: FileInvite | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Commercial Loan Software](/directory/4758/commercial-loan-software/software) > [FileInvite](/software/134281/fileinvite) # FileInvite Canonical: https://www.softwareadvice.com.au/software/134281/fileinvite Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.com.au/software/134281/fileinvite?page=2) > FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and lending teams in mind, FileInvite provides a secure client portal that simplifies document intake from any device. It features online forms with digital signing, reusable templates, and automated reminders to reduce follow-ups and accelerate processing. An intuitive admin dashboard gives teams full visibility and control over document requests, while integrations with platforms like Salesforce, HubSpot, SharePoint, Google Drive, and more enable seamless workflows with existing systems. Trusted by banks, credit unions, and professional service firms, FileInvite helps reduce loan cycle times, save hours of admin per week, and maintain compliance with SOC 2 Type 2 and GDPR standards. > > Verdict: Rated **4.7/5** by 99 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 99 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: FileInvite - **Location**: Auckland, New Zealand - **Founded**: 2014 ## Commercial Context - **Starting Price**: USD 829.00 - **Pricing model**: Usage Based - **Pricing Details**: Pricing varies based on number of users, usage volume, integrations, support and more. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Argentina, Armenia, Australia, Austria, Azerbaijan, Bangladesh, Belarus, Belgium, Bhutan, Bolivia, Bosnia and Herzegovina, Brazil, Bulgaria, Cambodia, Canada, Chile, China, Colombia and 78 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Admissions Management - Alerts/Notifications - Application Management - Approval Process Control - Archiving & Retention - Assessment Management - Audit Management - Audit Trail - Authentication - Auto Loans - Borrower Management - Business Loans - Candidate Management - Chat/Messaging - Client Database - Client Management ## Integrations (7 total) - Box - Dropbox Business - Google Drive - HubSpot CRM - OneDrive - WorkflowMax - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Commercial Loan Software](https://www.softwareadvice.com.au/directory/4758/commercial-loan-software/software) ## Related Categories - [Commercial Loan Software](https://www.softwareadvice.com.au/directory/4758/commercial-loan-software/software) - [Document Management Software](https://www.softwareadvice.com.au/directory/722/document-management/software) - [Records Management Software](https://www.softwareadvice.com.au/directory/1859/records-management/software) - [File Sync Software](https://www.softwareadvice.com.au/directory/4288/file-sync/software) - [Portal Software](https://www.softwareadvice.com.au/directory/4405/portal/software) ## Alternatives 1. [Mortgage Automator](https://www.softwareadvice.com.au/software/211774/mortgage-automator) — 4.9/5 (112 reviews) 2. [The Mortgage Office](https://www.softwareadvice.com.au/software/84138/the-mortgage-office) — 4.8/5 (285 reviews) 3. [HES LoanBox](https://www.softwareadvice.com.au/software/359651/hes-loanbox) — 4.9/5 (25 reviews) 4. [Margill Loan Manager](https://www.softwareadvice.com.au/software/37771/margill-loan-manager) — 4.8/5 (48 reviews) 5. [Fintech Market Core System](https://www.softwareadvice.com.au/software/418908/fintech-market-core-system) — 5.0/5 (8 reviews) ## Reviews ### "FileInvite review" — 4.0/5 > **Zuhairah** | *5 June 2021* | Internet | Recommendation rating: 10.0/10 > > **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. ----- ### "A Great Solution for Document Collection" — 4.0/5 > **Jared** | *17 May 2019* | Banking | Recommendation rating: 9.0/10 > > **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. > > The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform. ----- ### "Get docs faster - its what it does\!" — 5.0/5 > **Clinton** | *17 May 2019* | Banking | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "My experience is an open book. LOFY" — 3.0/5 > **Fukekila** | *2 June 2022* | Financial Services | Recommendation rating: 6.0/10 > > **Pros**: To begin with the trial is always nice to see if this is a software that you can work with immediately, or catch on by way of use. I was able to reach out to the team and get some shared files that would point me in the right direction to how I needed to use certain features, but really my learning experience came from the trial and error. Once I learned how the software operated, I was able to smoothly go throughout my day sharing data with my clients. > > **Cons**: To my knowledge there was no on boarding orientation only videos and reaching out to the team for help as needed. So, with me being new to the use of portals and software it would’ve been really helpful if a team member could have walked me through the process via Zoom or Google meets so I could be taught the steps to take and learn where and what to do. The time that it took for the team to respond to me I didn’t care for too much, because of the nature of the flow of my assignment I needed help right standing on site but because I was unable to get it I had to shell my productivity until someone became available then they were available and I was unavailable so was some tag teaming going on. ----- ### "A bargain for what you get" — 5.0/5 > **Mark** | *4 January 2022* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **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. > > Overall I think the system is great\! I believe in time, with technology advances, it will even get better. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.com.au/software/134281/fileinvite?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/134281/fileinvite) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data