# FileInvite Software Reviews, Demo & Pricing - 2026 > Review of FileInvite Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/electronic-signature/fileinvite-profile --- [Home](https://www.softwareadvice.com/) / [Document Management Software](https://www.softwareadvice.com/category/722-document-management/) / FileInvite Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/reviews/)[Alternatives](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/alternatives/) # FileInvite 2026: Benefits, Features & Pricing Wondering if FileInvite is right for your organization? Our Document Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview FileInvite 4.7 [(99)](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/reviews/) 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. Wondering if FileInvite is right for your organization? Our Document Management Software selection experts can help you in 15 minutes or less. ## FileInvite User Interface ## Popular FileInvite Alternatives Main Product FileInvite 4.7 [(99)](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.63Value for money - 4.78Customer support - 4.42Functionality Pricing Starting at $829.00 per month Get Price Alternative Product [Google Drive](https://www.softwareadvice.com/cms/google-drive-profile/) 4.8 [(28520)](https://www.softwareadvice.com/cms/google-drive-profile/reviews/) Ratings Breakdown - 4.70Ease of use - 4.72Value for money - 4.39Customer support - 4.63Functionality Pricing Starting at $7.00 per month Get Price Alternative Product [Google Workspace](https://www.softwareadvice.com/marketing/google-workspace-profile/) 4.7 [(17591)](https://www.softwareadvice.com/marketing/google-workspace-profile/reviews/) Ratings Breakdown - 4.64Ease of use - 4.59Value for money - 4.27Customer support - 4.63Functionality Pricing Starting at $7.00 per month Get Price Alternative Product [OneDrive](https://www.softwareadvice.com/cms/microsoft-onedrive-profile/) 4.5 [(12742)](https://www.softwareadvice.com/cms/microsoft-onedrive-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.37Value for money - 4.21Customer support - 4.37Functionality Pricing Starting at $1.99 per month Get Price Alternative Product [Microsoft 365](https://www.softwareadvice.com/productivity/microsoft-365-profile/) 4.6 [(14103)](https://www.softwareadvice.com/productivity/microsoft-365-profile/reviews/) Ratings Breakdown - 4.51Ease of use - 4.34Value for money - 4.26Customer support - 4.61Functionality Pricing Starting at $6.00 per month Get Price Alternative Product [Microsoft Word](https://www.softwareadvice.com/cms/microsoft-word-profile/) 4.7 [(2838)](https://www.softwareadvice.com/cms/microsoft-word-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.40Value for money - 4.26Customer support - 4.68Functionality Pricing Starting at $9.99 per month Get Price ## 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 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 Automation Workflow Management ## FileInvite Integrations Dropbox Business Integration rated undefined from -1 review Google Drive Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review WorkflowMax Integration rated undefined from -1 review HubSpot CRM Integration rated undefined from -1 review Box Integration rated undefined from -1 review See all 7 integrations ## FileInvite User Reviews Overall Rating 4.7 Ratings Breakdown 5 75% 4 22% 3 3% 2 0% 1 0% 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 4 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 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 Read More Jared F. Verified reviewer Banking 51-200 employees Used weekly for less than 2 years Reviewed May 2019 A Great Solution for Document Collection 4 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 4 Ease of use 4 Value for money 5 Customer support 4 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 Read More CW 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! 5 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 5 Ease of use 4 Value for money Previously 5 5 Customer support 4 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. Read More MF 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 5 Overall I think the system is great! I believe in time, with technology advances, it will even get better. Ratings Breakdown 4 Ease of use 5 Value for money 5 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 Read More VR Verified Reviewer Financial Services 501-1000 employees Used weekly for less than 12 months Review source Reviewed February 2026 Best document collection platform! 5 Overall I love the platform and use it weekly to manage several documents per client! Easiest way to organize everything need for a full package submission. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: FileInvite is the easiest platform for collecting large quantities of documents. It make the process so simple when I have to gather large financial documents that need to be kept secure. It's also a great price for how intuitive it is! Cons: File invite doesn't have much downside. Very simple to use and good value for what it offers. Makes it very easy to share files between client and business. Read More 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. 5 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 4 Ease of use 5 Value for money 4 Customer support 5 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. Read More 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 5 I am very pleased, the clients are asking for the invite to upload files Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 4 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 Read More 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 5 Very easy to work with, excellent customer service and always available when needed. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More 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! ;-) 5 Ratings Breakdown 5 Ease of use 4 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. Read More 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 4 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 5 Ease of use 5 Value for money 4 Customer support 4 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 Read More Showing 1 - 10 of 99 Reviews [See All Reviews](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/reviews/) ## FileInvite Popular Comparisons [Google Drive vs FileInvite](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/vs/google-drive/)[Google Workspace vs FileInvite](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/vs/google-workspace/)[OneDrive vs FileInvite](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/vs/microsoft-onedrive/) [Compare All Alternatives](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/alternatives/) ## Other Top Recommended Document Management Software [Klyck](https://www.softwareadvice.com/business-plan/klyck-profile/) **4.9** (29) Recently recommended **12** times [Square 9](https://www.softwareadvice.com/cms/square-9-profile/) **4.5** (141) Recently recommended **11** times [DocStar ECM](https://www.softwareadvice.com/cms/docstar-dms-profile/) **4.0** (97) Recently recommended **11** times [Revver](https://www.softwareadvice.com/cms/revver-profile/) **4.4** (972) Recently recommended **10** times Stuck Between Options? 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