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.

I appreciate the overall ease of use with this software. The reminders are great, and the tags feature is very helpful.

Quick response times with detailed responses, they truly are on your side and want you to succeed in using Surefire.

They are outstanding and always helpful. I strongly encourage you demo their CRM and see first hand.

Because of this, we have found Surefire to be a fantastic solution for our unique needs.

Overall the staff is personable, easy to get along with, and quick to respond to inquires. The software is good and getting better with each Tuesday release.

SENSITIVE CONTENT HIDDEN] are awesome to work with.

The ease of use, the well stocked library and the set it and forget it auto deployment is exceptional with Surefire.

The learning curve is a bit high, but we also started at a disadvantage - our parent company did not explain their setup to us.

There are also software idiosyncrasies that can get a little annoying especially when trying to train our managers to utilize the system for their needs.

If you have a tech team or an IT person who can set up everything for you, this is an awesome program. If you don't, it takes a lot of time behind the scenes.

Surefire makes a significant difference to our loan officers in building long-term relationships.

The integration with LinkedIn and Facebook is also a great avenue for us to post valuable content that we otherwise wouldn't have had readily available to us.

The platform itself is great and can really help you take your business to the next level, but their customer service is what makes Surefire truly great.

Thanks to the wonderful people in Customer Support [SENSITIVE CONTENT], I was able to really understand how to do so much. The deployments and subscriptions are awesome.

The software is easy to use and the customer support is great.

Limited mortgage information captured. Crm was controlled by company.

I think the support team has been amazing and quick to help.

There are some pieces that are not intuitive that make it hard for anyone but an admin to use.

Back then, the set it and forget it model was what we were looking for, plus it was an easy to use intuitive system.

There are quite a few features I like about this system, but if I had to pick one it would be the rules/ workflows.

No other vendor I've worked with has a team that will respond as quickly and efficiently as Top of Mind's staff does. You can tell they are invested in making their customers successful.

Surefire has many partnerships with various third party companies which makes integration very easy.

We have also just finalized integrations with BombBomb, Mortgage Coach, Monitorbase and others. We know there are major improvements coming and we are excited to see them.

All of the pre-built campaigns are effective, look great and typically get a great response. I'm not creative or a great designer so their stuff looks great to me and is effective.

This is where Surefire wins on all accounts. Their system offers features and functionalities that others do not.

Surefire also has great customer service. Anytime, we want to do something new in the system to boost our market effects, they are always there to help me make it work.

The software and company backing it up have very good support.

They just gave us logins and basically told us to figure it out (they were used to people passively using the software instead of customizing their own stuff).

I also love the ease of automation making Facebook posts for all our LOs. The email system is easy to use and keeps us infront of our clients on the regular.

The Help Desk and my rep [SENSITIVE CONTENT HIDDEN] are AWESOME.

The support they provide the user is the best I have found. The people truly care and they are responsive.

The flyers section of the system is also a bit difficult to navigate and use, especially if you are looking to create your own flyers.

You can automate getting customers into their system, I would like to see a deeper integration with Zapier to make the system more functional.

I am a newer user but so far it has been easy to use and the support has been terrific.

Best of all, it is super easy to make property sites (Landing pages) in their system. Most do not even offer that.

So far, everything is almost hooked up. Great customer service helping me get everything just right.

US Dollar

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.



LongDescription

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

Electronic Signature

Client Database

Mortgages

Applicant Tracking

Job Description Management

Third Party Loan Origination

Approval Process Control

Real Time Synchronization

Pipeline Management

Document Capture

Customer Database

Business Loans

Closing Documents

Collaboration Tools

Content Library

Commercial Mortgages

Full Text Search

Loan Processing

Data Import/Export

Offline Access

Mobile Signature Capture

File Transfer

File Conversion

Assessment Management

Document Classification

Self Service Portal

Contact Management

Audit Trail

Loan Servicing

Version Control

Content Management

Configurable Workflow

Loan Origination

Lead Management

Mobile Access

Compliance Management

Electronic Applications

Historical Reporting

Data Security

Loan Management

Encryption

Residential Mortgages

Multi-Company

Client Portal

Forms Management

Online Applications

Email Reminders

Outsource Processing

Workflow Management

Candidate Management

File Sharing

Activity Dashboard

Alerts/Notifications

Multi-Party Signing

Refinance Management

Payment Collection

Reminders

Auto Loans

Authentication

Customer Statements

Real-Time Chat

Employee Handbook

Chat/Messaging

Customizable Templates

Government Loans

Customer Management

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

Secure Data Storage

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.

Email/Help Desk

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

FileInvite

Live Online

Webinars

Documentation

Videos

Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform. 

FileInvite vs Surefire CRM

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