FileInvite Software


 

FileInvite is a cloud-based file transfer and document collection solution designed for small and midsize businesses. It offers file request management, reminders and cloud storage functionalities within a suite.

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 product also integrates with Google Drive and DropBox, which allows users to upload documents directly from the solution.

FileInvite offers subscription pricing and is available in three different packages based on the number of users and functionality offered. The vendor offers email support to customers during business hours.

 

FileInvite - Dashboard
 
  • FileInvite - Dashboard
    Dashboard
  • FileInvite - File invitation
    File invitation
Supported Operating System(s):
Web browser (OS agnostic)

38 Reviews of FileInvite

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October 2018

October 2018

Easy solution for file transfer

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I am working with tens or even hundreds of files on daily basis, transferring back and forth. FileInvite makes it all easier and painless.

Cons

I haven't found any cons so far, it's a brilliant solution for file transfers.

Review Source: Capterra

  Response: FileInvite, FileInvite

Date: October 2018

October 2018

 

Thanks for the review. It's great to see we can be a solid part of your workflow for collection and transferring files for translation.

 

Sahil from Hdfc bank
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

October 2018

October 2018

FileInvite is a cloud based solution system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

Its a great software and my experience with FileInvite was closer to satisfaction.

Pros

FileInvite is an easy way to share the documents and it also saves time in file organization. I can keep all my documents precisely where i need them and I can make my own templates.
The best feature of this software is its user interface. It is very easy to use and it is an effective way to improve productivity.
Integration with Google Drive is also very convenient. The software is easy to set up and amend.

Cons

The only thing I found negative is that the site is not mobile friendly but I know the FileInvite team must be working on it.

Review Source: Capterra
 

Ann from Michael MacDonald Financial
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

FileInvite

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
Value
Support

If we had a younger audience and computer savvy clients this would have worked wonders for us but unfortunately that is not currently the case.

Pros

The program was on a trial basis. We are a small office and wanted to see if our clients would be responsive as they are an older generation. The software is easy to use.

Cons

The software is good but again due to the age of most of our clients it was difficult to work with the clients to educate them on how to use the program.

Review Source: Capterra
 

Renee from I Know The Broker
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Brilliant time saving product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra

  Response: FileInvite, FileInvite

Date: August 2018

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

 

Camille from Smartleaf
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

WOW all documents managed easily

Ease-of-use

Functionality

Product Quality

Ease-of-use
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Pros

We're a company that has to deal with A LOT of paperwork from prospects and clients so this makes a world of difference for us -- to know the status of every single file we need.

Cons

For some companies, I could see security being a huge issue here, so it really depends on the industry/ nature of the files. Also, a Hubspot integration would be great for us

Review Source: Capterra

  Response: FileInvite, FileInvite

Date: August 2018

August 2018

 

Thanks for the review Camille.

We'll add a Hubspot integration to our list and explore.

 


August 2018

August 2018

Enjoying this application.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

I like this application and use it on the regular basis as part of conducting business.

Pros

Facilitates collection of different documents very easy. Allows to collect different information, efile it and forward to the clients in an efficient manner. Like the automated reminders.

Cons

Would be very helpful to have some additional features added, like a time stamp, for a example.

Review Source: Capterra
 


April 2018

April 2018

Easy way to collect the documents without chasing the client

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
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Support

Easily collect documents and keep track over them without chasing them for documents

Pros

Great way to easily invite the client to upload documents and track them,frequent notification free from manual chasing them

Cons

many more additional features can added,timestamp,sent out share etc so as may features can be added

Review Source: Capterra
 

Mark from Silverleaf
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Awesome Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

Simplify the contact with clients and all files are kept out of my inbox where they can be missed, and so keeps things organised and clients have an easy set of instructions on what to do.

Pros

Keeps files out of my inbox and easily managed via file invite, auto reminders for my clinets, can customise what list of items are asked for, and links to various other software like Box, Dropbox or Google Drive,

Review Source: Capterra
 

Sarah from Lets Talk! Mortgages & Insurance

March 2018

March 2018

I love Fileinvite - finally my world is easier and clients know what to do!

Ease-of-use

Functionality

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Customer Support

Value for Money

Ease-of-use
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Pros

Its so easy with templates - and I do tailor each clients needs as well. I know when they are working on my requests and we have easy conversations between us to get to an end result - that being I have the documents I need from them - what a win/win

Cons

I do love this software - would like it to be a bit cheaper however the professionalism it shows to my clients is worth it - I have even put other advisers onto FileInvite. There's enough work for all of us!

Review Source: Capterra
 

Kate Rae from St Luke's Episcopal Church

March 2018

March 2018

Set it and forget it -- and still get what you need

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

Hours of my time and focus back.

Pros

I love the "set it and forget it" model. Projects that used to take hours of follow-up to get all the necessary components are now done with a minimum expense of my time: maybe 3 minutes to set up, and another few to download everything once it's returned. The software takes care of sending reminders to my collaborators, and I get to maintain better relationships.

Cons

The menu has a lot of options that are symbol-based, so it can be hard to know where to go for what you need. Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be.

Review Source: Capterra
 


March 2018

March 2018

Great document collection tool - makes the process easy to collect documents.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Ease of use. Streamlines the document collection process. Speeds up the document collection process.

Pros

Easy to implement. Customized branding for mid and higher grade applications. Works with several applications and easy API integration. Nice product for price. Good for single, team or corporate application.

Cons

White Label in highest grade only. Needs ability to set workflows and timed actions. Needs an unlimited Invite option.

Review Source: Capterra
 

Bronwyn from Your Mortgage Options c/o Claire Drage
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

AMAZING, so easy to use and communicate with clietns

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

This program saves so much time when it comes to sorting and converting docs to PDF.

Pros

Being able to communicate with Clients, they can see us accepting documents. This gives them the peace of mind there files are being worked on

Cons

The only donw side is after a fileinvite is closed it deleted after a while. So when clients say they have uploaded and you have saved all the doucments its hard to reopen to show them what they sent.

Review Source: Capterra
 

Calvin from Oak Tree Mortgages

March 2018

March 2018

Easy to use, easy to set up and provides our company with a professional image

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

Much greater security for sending and receiving customer information , both documents and messages. A more professional customer experience.

Pros

The on-boarding process as a new user is very good with helpful videos. The software is easy to set up and amend. The option to upgrade to custom branding presents a professional image to our customers. I feel this is a much safer system than allowing customers to send their documents to us via unencrypted emails.

Cons

I would love this software to integrate with Timely who provide our office diary. I would also like the option for a file invite to expire and be deleted from the providers server after a set time.

Review Source: Capterra
 

Richard from Mortgage Choice
Number of employees: 1 employee Employees number: 1 employee

March 2018

March 2018

Has made me much more productive

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
Value
Support

Increased prodctivity. Decreased frustration

Pros

Keeps all the documents I need precisely where I need them and allows me to create my own templates.

Cons

Needs to add the functionality for two people to sign the same document. Would like more options for sending reminders.

Review Source: Capterra
 

Ryan from Directors Financial Group NMLS # 177087
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2018

March 2018

It has streamlined the document exchange with my clients. The sync feature, saves us hours of time!

Ease-of-use

Functionality

Product Quality

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Value for Money

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Support

It is a huge time saver!

Pros

Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.

Review Source: Capterra
 


March 2018

March 2018

Very Good and Easy Tpo Manage

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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easy to manage customers paper work,,,

Pros

Alerts and Advises Me any time there is activity.... Ability to use is simple. Keeps Data Manageable.

Cons

ability to reply with personal message are Not easy to find if it is available. sends my name double in messages

Review Source: Capterra
 

Connie from Prosperity Finance

March 2018

March 2018

great software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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save us time and it will sending email to reminder the client and we don't need to manually f/up all the time.

Pros

first, the software can use the name you set up the template so after download, don't need to spend too much time to rename the file, second, if client upload the picture, you can choose to download the PDF one, and save time to convert the picture to PDF.

Cons

If client upload all the files and then you decide to download all the files, it will save as one merged PDF file, which has ID, bank statement, everything together, then we had to manually separate them, and rename, also under one template like bank statement, can't choose only download the merged docs for one template.

Review Source: Capterra
 

Patrick from Anytime Fitness Emerton

March 2018

March 2018

Fantastic experience. Real timesaver.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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Pros

Saves me time collating documents. Integrates with bankstatements.com.au which provides a seamless experience for clients to provide statements.

Cons

Some clients have complained that it is sometimes slow to upload. Other than that everything is fine.

Review Source: Capterra
 

Luke from Loan market

March 2018

March 2018

Been using it for a few months. Clients seem to think it is easy to use. Very happy with it

Ease-of-use

Functionality

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Value for Money

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Love the templates. Makes requesting the same info in most occosions very simple and quick

Pros

Easy of use for both the user and the client. Good value for money. Makes tge business look very professional.

Cons

Want to be able to get branding but not go premium as i dont wanted the other stuff. I dint need link to cloud or other users as work alone.

Review Source: Capterra
 

Adam from RateOne Home Loans & Financial Planning

March 2018

March 2018

FileInvite allows me to be more efficient within my business and reduces anxiety! ;-)

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Pros

I like the fact that you can add your own logo so that clients are not confused by where the request is coming from, it keeps a continuity of branding. I love the fact that clients are getting text messages to let them know they have an invite, or that it is now due today. I like that I can create templates.

Cons

Not able to link to Bankstatements.com.au however I get around it by putting my link under the request Bankstatements for people to click on. I think it would be a good idea to have the ability to ask questions for clients to respond to in a check off way, sometimes it is not a document that we need but the answer to a question, once they respond it can be checked off. I would like to have a record of the invite, what was uploaded, down loaded, comments etc so I can add to my file separate to FileInvite for compliance reasons.

Review Source: Capterra
 
 
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