FileInvite software


35 reviews(5.0/5)
35 reviews(5.0/5)

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.

Supported Operating System(s):
Web browser (OS agnostic)

35 Reviews of FileInvite

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  • Renee from I Know The Broker

    Number of employees: 2-10 employees

    August 2018

    Brilliant time saving product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: FileInvite, FileInvite

    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

    August 2018

    WOW all documents managed easily

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: FileInvite, FileInvite

    August 2018

    Thanks for the review Camille. We'll add a Hubspot integration to our list and explore.

  • Verified Reviewer

    Number of employees: 2-10 employees

    August 2018

    Enjoying this application.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    April 2018

    Easy way to collect the documents without chasing the client

    Ease-of-use
    Functionality
    Quality
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Mark from Silverleaf

    Number of employees: 2-10 employees

    March 2018

    Awesome Software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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,

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sarah from Lets Talk! Mortgages & Insurance

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kate Rae from St Luke's Episcopal Church

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Bronwyn from Your Mortgage Options c/o Claire Drage

    Number of employees: 2-10 employees

    March 2018

    AMAZING, so easy to use and communicate with clietns

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Calvin from Oak Tree Mortgages

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Richard from Mortgage Choice

    Number of employees: 1 employee

    March 2018

    Has made me much more productive

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ryan from Directors Financial Group NMLS # 177087

    Number of employees: 51-200 employees

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    March 2018

    Very Good and Easy Tpo Manage

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Connie from Prosperity Finance

    March 2018

    great software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Patrick from Anytime Fitness Emerton

    March 2018

    Fantastic experience. Real timesaver.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Luke from Loan market

    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
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Adam from RateOne Home Loans & Financial Planning

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Stuart from The Mortgage Supply Company

    Number of employees: 2-10 employees

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Gary from Commrural Lending Services

    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
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Alanna from MTMC Ltd

    Number of employees: 2-10 employees

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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