About FileInvite

FileInvite is a cloud-based file transfer and document collection solution designed for small and midsize businesses. FileInvite provides file request management, document approvals, digital forms, pre-built templates, e-signature capabilities, client portal with integrated messaging, alerts and follow-ups, audit logs and more.

FileInvite’s file request management allows users to create online forms to request documents from customers. Users can also customize the form fields and create templates for specific tasks. After a request is sent, users can track their status using custom labels, such as sent, viewed, in-process and completed.

FileInvite features automated reminders, which sends automated time-bound email notifications to clients. The ...


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Supported Operating System(s):

Web browser (OS agnostic)

66 Reviews of FileInvite

Average User Ratings

Overall

4.74 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(51)

51

4 stars

(13)

13

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 66 results

August 2018

Renee from I Know The Broker

Verified Reviewer

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

Brilliant time saving product

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.

Response from FileInvite

Replied August 2018

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

May 2019

Jared from Bank of the James

Verified Reviewer

Company Size: 51-200 employees

Industry: Banking

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

May 2019

A Great Solution for Document Collection

The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.

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.

Reasons for Choosing FileInvite

Fileinvite had many of the features we were looking for, with several plans available. Fileinvite offers a customer portal with Branding and the security features we need.

Response from FileInvite

Replied May 2019

Thanks for the feedback Jared, We're hoping to expand on the forms functionality soon...

October 2020

Louise from Property Education Co.

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

It is the best and simplest solution to a big bad issue

Love it - team are helpful and we use it every day and clients also love it as we look more professional than the average

Pros

Works so well with bankstatementscom.au and any team member can use it

Cons

Wish we would create a form which has to include a mandatory answered questions such as work details for last three years

Reasons for Choosing FileInvite

even others offered free to us but we still use fileinvite as it is better

Response from FileInvite

Replied November 2020

Many thanks for the review and feedback regarding compulsory form fields Louise.

March 2018

Alanna from MTMC Ltd

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2018

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

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.

October 2020

Courtney from Homeboost Mortgages

Company Size: 2-10 employees

Industry: Banking

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

October 2020

Great Software

I have found FileInvite very easy to use. The templates are great and a file invite takes me no longer then 5 minutes to do. I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for.

Pros

I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application.

Cons

I believe that the option to having more than one broker on the login and having an administrator comes with the full paid version of this software but that is my only con at this stage as we can't see if it will work for our group.

Response from FileInvite

Replied November 2020

Many thanks fo the feedback Courtney. We will look at adding "send on behalf of" to the trial. We have many administrators using the send on behalf feature to manage documentation multiple brokers.