Still missing a few features our company is needing, but they are working to enhance features.

Ease of implementation,  ease of training for team,  feature rich.

I am excited to see its improvement over the next few years, and I am happy to be a part of that journey.

Think PyCharm or R Studio in Defi. I also think the design and layout is a bit old and ugly (sorry for the harsh term).

The inability to resize boxes and the scroll bars stink. Also the inability to delete old items.

The stability of our QA environment has caused some delays with configuration changes and new aggregator rollouts due to our inability to test.

Sometimes hard to track root problems. Can be complex to setup.

And Customer support representative  is great to work with. She helped with all our difficult questions and after launch she continues to provide us with tips to help improve our efficiency.

I love the configurability. If you have imagination and a little tech skills, you can accomplish a lot and build custom features.

Ease of use, customization and great UI and ease of use.

I really enjoy the people I work with at Defi. And there is a good amount of vendor integrations already and the list is growing each day.

I like the flexibility in the systems that we are currently using. There is plenty of room for customization and it gives you the ability to make the system you are using, yours.

The overall experience with defi Solutions has been excellent. The people and partners are the greatest asset of the company.

The platform is adaptable to our needs. Client support is good but would like to see some stability in terms of our customer support manager.

Ease of use for end user, stability of platform and web based interface. Also support is friendly, clear and understandable.

Customer support and ease of configurability are outstanding. We are able to do most things on our wishlist and the support team is always available.

Defi provides a terrific platform supported by a wonderful partner. Every project and relationship has challenges and defi always steps up when needed.

Working with Defi has been great. The support has been very helpful.

The industry knowledge has been extremely valuable. The software has been a great benefit and the ability to customize the software to your own business needs is extremely beneficial.

Support Team has been great to deal with and I would definitely recommend it.

This platform makes it easy to collect and collate documents.

Not to mention, whenever I've had an issue or I don't know how something works, the customer service team has been on hand to help.

It's given me the ability to provide secure portals for exchanging both information and conversation.

The product easy to use and help to save lots of time gathering documents.

I love the template options as it will be easier for us to request documents instead of using emails, typing them manually. I also love the autosave features as they will also save admin time.

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.

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

I like how the files convert to PDF and automatically save to my laptop. Also, the ease at which clients can upload information, from their smartphone or computer.

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

I love the ease and security of use. Its quick to send and receive documents from clients.

It is pretty easy to use, not a lot of time to train. I like that it is secure and that our customers have their own link.

Individuals I am collecting items from find it easy to use and report that it makes a complicated course reporting process more straightforward.

The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly.

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

We've had the ability to grow our business because on boarding a new client is so much more streamlined and organized. I am very happy we found you guys.

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.

Helps the process of obtaining necessary and required documents for clients.

The link to Cashdeck was delayed, but it is part of the software now.

The support is unbelievable helpful and prompt.

Some of the menu systems require more clicks than should be required. No google contact or CRM integrations yet (work arounds with Zapier though).

We have found it to be very easy to use. It has been well-received by the majority of our customers and it has helped us keep track of submissions from dozens of customers required for a monthly task.

Ability to customise to my requirements and ease from use from clients point of view.

Sick of thousands of emails from your clients.

Has somewhat stopped the drip feeding of documents from clients.

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

The widget which you can place on your business website is invaluable. Once you get past the learning curve, it is easy to use and your customers will like using it.

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.

Easy to use, simple clean interface, practically zero learning curve. Clients like it and understand it.

We would always miss documents and be in and out of emails checking off against a manual spreadsheet. Quite simply... this sucked.

It also helps to keep everyone involved in the transaction with a status of what documents are still outstanding.

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.

The team behind file invite is very friendly and responsive.

Great value for the price. Easy to use and an effective way to improve productivity.

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.

US Dollar

defi SOLUTIONS is a cloud-based loan origination platform that helps small to large businesses automate and manage lending programs. Designed for banks, credit unions and auto lenders, the centralized platform enables users to configure rules, simplify processes and gain operational efficiency at all levels.


Features of defi SOLUTIONS include audit trails, compliance management, a customer portal, single sign-on and loan processing/submission control. It allows businesses to configure, deploy and implement changes in decision-making according to scorecards, data analysis and market trends. Its servicing tool lets lenders engage with partner communities and collaborate on loan management.


defi SOLUTIONS integrates with third-party software, which allows users to combine data and improve funding decisions. It comes with a native mobile application.



LongDescription

Customizable Reports

Automated Decisioning/Underwriting

Electronic Signature

Approval Process Control

Rules-Based Workflow

Customer Database

Loan Processing

Data Import/Export

Accounting

Audit Trail

Compliance Management

Loan Management

Pricing Management

Online Applications

Payment Collection

Customer Management

Secure Data Storage

Third-Party Integrations

Document Management

Web browser (OS agnostic)

Contact defi SOLUTIONS for pricing details.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

defi SOLUTIONS

In Person

Live Online

Webinars

Documentation

Videos

FileInvite is a cloud-based file transfer and document collection solution designed for small and midsize businesses. FileInvite provides file request management, document approvals, digital forms, pre-built templates, e-signature capabilities, client portal with integrated messaging, alerts and follow-ups, audit logs and more.


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.



File Management

Messaging

User Management

Application Management

HUD Settlement Statements

Document Storage

Access Controls/Permissions

Activity Tracking

Data Synchronization

Templates

Progress Tracking

Property Tax Management

Borrower Management

Contract/License Management

SSL Security

Client Database

Mortgages

Applicant Tracking

Job Description Management

Third Party Loan Origination

Real Time Synchronization

Pipeline Management

Document Capture

Business Loans

Closing Documents

Collaboration Tools

Content Library

Commercial Mortgages

Full Text Search

Offline Access

Mobile Signature Capture

File Transfer

File Conversion

Assessment Management

Document Classification

Self Service Portal

Contact Management

Loan Servicing

Version Control

Content Management

Configurable Workflow

Loan Origination

Lead Management

Mobile Access

Electronic Applications

Historical Reporting

Data Security

Encryption

Residential Mortgages

Multi-Company

Client Portal

Forms Management

Email Reminders

Outsource Processing

Workflow Management

Candidate Management

File Sharing

Activity Dashboard

Alerts/Notifications

Multi-Party Signing

Refinance Management

Reminders

Auto Loans

Authentication

Customer Statements

Real-Time Chat

Employee Handbook

Chat/Messaging

Customizable Templates

Government Loans

Interaction Tracking

Dashboard

Audit Management

For Borrowers

Customizable Branding

Asset Lifecycle Management

Compliance Tracking

Reporting/Analytics

Pre-Qualification

Student Loans

Contact Database

Customizable Forms

Client Management

Drag & Drop

Multi-Branch

Promissory Notes

Construction Loans

FileInvite offers a free plan, after which the pricing details are as follows:
Pro: $49/month billed annually and $59 billed monthly.
Team: $99/month billed annually and $119 billed monthly.
Business and Enterprise: Contact FileInvite for pricing details.

defi SOLUTIONS vs FileInvite

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