FileInvite
The secure and simple way to collect documents and data.
Overview
FileInvite is a document collection tool that helps businesses, including mortgage brokers, streamline the process of requesting and receiving documents from clients. It provides a secure portal where clients can upload files, fill out forms, and provide e-signatures. The platform automates reminders and keeps track of all requested documents on a single dashboard, eliminating the need to chase clients via email.
✨ Key Features
- Secure Client Portal
- Automated Document Requests & Reminders
- Digital Forms & e-Signatures
- Request Templates
- Admin Dashboard for tracking
- Bank-level Security & Encryption
🎯 Key Differentiators
- Focus specifically on the document collection workflow with automated reminders.
- Secure portal that doesn't require clients to create an account.
- Integration with cloud storage to automatically organize received files.
Unique Value: FileInvite saves businesses hours of administrative work by automating the entire document collection process, from request to follow-up, in a secure and user-friendly environment.
🎯 Use Cases (4)
✅ Best For
- Used by mortgage brokers to automate document management and improve efficiency.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies needing a full Loan Origination System (LOS) for processing and underwriting loans.
🏆 Alternatives
Unlike general e-signature platforms, FileInvite is built around the workflow of requesting, tracking, and organizing multiple documents and data points from clients.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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