FileInvite 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

FileInvite

4.7

(99)

Pricing

Starting at $829.00 per month

About FileInvite

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.

FileInvite Screenshots

FileInvite Pricing and Plans

Starting price: $829.00 per month

Free Trial

Free Version

Collect

$829.00

usage based, per month

Plan includes:

10 users
Accelerate document collection
Streamline borrower experience
Allow view access to third parties
Integrate with cloud storage
Track compliance with audit trails

Connect

$1,659.00

usage based, per month

Plan includes:

50 users
Accelerate document collection
Streamline & customize borrower experience
Collaborate with teams & third parties
Integrate with cloud storage & workflows in other aps including CRM
Track compliance with audit trails & specify custom roles & permissions

Connect+

$2,499.00

usage based, per month

Plan includes:

100 users
Accelerate document collection
Streamline & customize borrower experience
Collaborate with teams & third parties
Integrate with cloud storage & workflows in other aps including CRM
Track compliance with audit trails & specify custom roles & permissions

Enterprise

Pricing available upon request

Plan includes:

150+ users

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FileInvite Features

Popular features found in Document Management
Access Controls/Permissions
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Classification
Document Editing
Document Generation
Electronic Signature
File Conversion
File Sharing
Third-Party Integrations
Version Control
More features of FileInvite
Activity Dashboard
Activity Tracking
Admissions Management
Alerts/Notifications
API
Application Management
Approval Process Control
Assessment Management
Audit Management
Audit Trail
Authentication
Auto Loans
Borrower Management
Business Loans
Candidate Management
Chat/Messaging
Client Database
Client Management
Client Portal
Commercial Mortgages
Compliance Management
Configurable Workflow
Construction Loans
Contact Management
Content Library
Content Management
Contract/License Management
Customer Database
Customer Management
Customer Statements
Customizable Branding
Customizable Forms
Customizable Templates
Dashboard
Data Import/Export
Data Security
Data Storage Management
Data Synchronization
Digital Signature
Document Capture
Document Management
Document Review
Document Storage
Drag & Drop
Electronic Applications
Encryption
File Management
File Transfer
For Borrowers
Forms Creation & Design
Forms Management
Full Text Search
Government Loans
Historical Reporting
HUD Settlement Statements
Interaction Tracking
Lead Management
Loan Management
Loan Origination
Loan Processing
Loan Servicing
Messaging
Mobile Access
Mobile Signature Capture
Mortgages
Multi-Branch
Multi-Company
Multi-Party Signing
Offline Access
Online Applications
Outsource Processing
Password Management
Payment Collection
Pipeline Management
Pre-Qualification
Process/Workflow Automation
Progress Tracking
Project Management
Promissory Notes
Property Tax Management
Real-Time Chat
Real Time Synchronization
Refinance Management
Reminders
Remote Access/Control
Reporting/Analytics
Reporting & Statistics
Residential Mortgages
Secure Data Storage
Secure Login
Self Service Portal
SSL Security
Student Loans
Task Management
Team Collaboration
Template Management
Templates
Third Party Loan Origination
Unified Directory
User Management
Visual Presentation
Workflow Management

FileInvite Integrations

Dropbox Business

Google Drive

Zapier

WorkflowMax

HubSpot CRM

Box

See all 7 integrations

FileInvite User Reviews

Overall Rating

4.7

Ratings Breakdown

74%

23%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

4.8

Functionality

4.4

Zuhairah A.

Verified reviewer

Internet

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed June 2021

FileInvite review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to FileInvite

Abacus Private Cloud is too confusing and many feature for sharing the files is missing.

Vendor Response

Thanks for your review Zuhairah. We have a solution to your problem! This article shows how you can select only certain files to be exported out in your collate, which may help: https://help.fileinvite.com/en/articles/3631936-download-selected-files-from-an-invite-into-a-single-collated-pdf If you have further questions please reach out to us at support@fileinvite.com"

Replied February 2022

Jared F.

Verified reviewer

Banking

51-200 employees

Used weekly for less than 2 years

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied May 2019

Clinton W.

Verified reviewer

Banking

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

Get docs faster - its what it does!

Previously 4

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.

Ratings Breakdown

Ease of use

Value for money

Previously 5

Customer support

Functionality

Previously 5

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.

Fukekila M.

Verified reviewer

Financial Services

Self-Employed

Used daily for less than 12 months

Review source

Reviewed June 2022

My experience is an open book. LOFY

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Mark F.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 6 months

Review source

Reviewed January 2022

A bargain for what you get

Overall I think the system is great! I believe in time, with technology advances, it will even get better.

Ratings Breakdown

Ease of use

Value for money

Functionality

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.

Reasons for switching to FileInvite

Cost mostly, but we also have more features with FileInvite than we did with DocuSign.

Vendor Response

We really appreciate your feedback. We've shared it with the product team and they will be in touch to get more details.

Replied February 2022

Rick H.

Verified reviewer

Marketing and Advertising

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed September 2021

Huge time saver and error avoidance.

I can't tell you how much time this saves our organization. The number of hours each month spent trying to chase down customers or search out the "latest" version" is incalculable. One of the best tools any agency can have in their toolbox.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This is fast and easy to deploy and simple enough that our customers can figure it out without any training (though there are help guides readily available). What good is having a system if your customers and staff don't use it? File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion.

Cons:

Can't think of one. If it were absolutely free that would be even better, but since it saves me wasting time, I guess technically they are making me money.

Reasons for choosing FileInvite

Dreamt of this platform my whole life.

Alon P.

Verified reviewer

Accounting

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed December 2021

A uniqe system for tracking documents from clients

I am very pleased, the clients are asking for the invite to upload files

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the due dates and the automatic remainders

Cons:

the bulk invites are not so convinient, its hard to send to part of the invitees

Reasons for choosing FileInvite

It is dedicated for collecting information

Vendor Response

Thanks Alon, we're always looking for ways to improve our products. We appreciate your input, and we will share it with the rest of the product team.

Replied February 2022

Renee G.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed August 2018

Brilliant time saving product

Very easy to work with, excellent customer service and always available when needed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied August 2018

Adam B.

Verified reviewer

Used daily for less than 6 months

Reviewed March 2018

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

Ratings Breakdown

Ease of use

Functionality

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.

Arwa N.

Verified reviewer

Financial Services

501-1000 employees

Used daily for less than 6 months

Review source

Reviewed February 2020

Useful for accounting and tax firm owners

Its secure and fast to use. Its fairly simple from the user side and theres lots of tutorials for clients. The price point is great and I love that there is a free version also available.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the ease and security of use. Its quick to send and receive documents from clients. I like that there is video tutorials available for clients who are not familiar with this sort of technology. Perfect for small tax firms and owners with independent service based businesses.

Cons:

Would be useful to add some simple formulas to the forms. Also, the delete function can be improved. It takes forever to delete unwanted documents.

Vendor Response

Thanks for the Feedback Arwa. We have some upgrades to forms on the way and have also updated file deleting with a bulk delete option.

Replied February 2020

Showing 1 - 10 of 99 Reviews

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FileInvite 2026: Benefits, Features & Pricing

Overview

About FileInvite

FileInvite Screenshots

FileInvite Pricing and Plans

FileInvite Features

FileInvite Integrations

FileInvite User Reviews

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