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)

32 Reviews of FileInvite

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April 2018

April 2018

Easy way to collect the documents without chasing the client

Ease-of-use

Functionality

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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

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Value for Money

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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!

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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

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Value for Money

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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

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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

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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

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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

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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!

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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

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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

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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

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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

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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

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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
 

Stuart from The Mortgage Supply Company
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

I had seen FileInvite advertised and thought it sounded okay but never took it any further, but ...

Ease-of-use

Functionality

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Saves time and frustration

Pros

FileInvite keeps all the application and data collection process in one place, but more importantly I am able to arrange the requests to suit the type of lending - ie: first home buyers, Welcome Home Loans, property investors, non-bank lending etc and this way I can collect what is needed.
It also allows me to add detailed instructions for each piece of information that I require.
Plus collecting bank statements is now easy and I get the information in the correct format - love this add-on.
Best of all FileInvite converts everything to pdf format which saves a lot of frustration with trying to get every bit of information sorted out.

Cons

There is not much I don't like about this.
I guess it would be good if the mobile number for texts could be automatically be changed to a +64 prefix as I keep forgetting.

Review Source: Capterra
 

Gary from Commrural Lending Services

March 2018

March 2018

We have been using this site for about a month. It is very good. Fileinvite does all the follow up

Ease-of-use

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Makes our job easier by chasing up documents on our behalf. Looks more professional, clients are impressed.

Pros

Its ease of operation, easy to use. Clients like it. Once you load your requests, FileInvite follows up the client by email or sms. You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.

Cons

As yet a broker app is not available and the site is not mobile friendly. I understand they are working on it.

Review Source: Capterra
 

Alanna from MTMC Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

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

Ease-of-use

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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.

Review Source: Capterra
 

Brad from Hawaii va loans

March 2018

March 2018

Very helpful for our users

Ease-of-use

Functionality

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Value for Money

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Pros

Secure docs and conversion to pdf
This has been a helpful tool that has cut down on time and made it streamlined to review docs. Integration with google drive is also convenient

Cons

Access for the individual user is managed by administrators and I'd like to see the individual having more access

Review Source: Capterra
 

Jerald from Napiers Financial Services

March 2018

March 2018

I like this site

Ease-of-use

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The auto follow up are the main thing. Together with SMS integration it makes for a great combo! :)

Pros

I love the extra follow ups that it does automatically. It has made my follow ups with clients very easy to do.

Cons

The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized. People just type in their signature as well and there's no way to disable this :( Please see RightSig for a good reference point.

Review Source: Capterra
 


March 2018

March 2018

Great way to share documents and save time organizing files

Ease-of-use

Functionality

Product Quality

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Value for Money

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Pros

You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere.

Cons

Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.

Review Source: Capterra
 
 
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