--- description: Review of FileInvite Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: FileInvite | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Commercial Loan Software](/directory/4758/commercial-loan-software/software) > [FileInvite](/software/134281/fileinvite) # FileInvite Canonical: https://www.softwareadvice.ie/software/134281/fileinvite Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/134281/fileinvite?page=2) > 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. > > Verdict: Rated **4.7/5** by 99 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 99 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: FileInvite - **Location**: Auckland, New Zealand - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$829.00 - **Pricing model**: Usage Based - **Pricing Details**: Pricing varies based on number of users, usage volume, integrations, support and more. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Argentina, Armenia, Australia, Austria, Azerbaijan, Bangladesh, Belarus, Belgium, Bhutan, Bolivia, Bosnia & Herzegovina, Brazil, Bulgaria, Cambodia, Canada, Chile, China, Colombia and 78 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Admissions Management - Alerts/Notifications - Application Management - Approval Process Control - Archiving & Retention - Assessment Management - Audit Management - Audit Trail - Authentication - Auto Loans - Borrower Management - Business Loans - Candidate Management - Chat/Messaging - Client Database - Client Management ## Integrations (7 total) - Box - Dropbox Business - Google Drive - HubSpot CRM - OneDrive - WorkflowMax - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Commercial Loan Software](https://www.softwareadvice.ie/directory/4758/commercial-loan-software/software) ## Related Categories - [Commercial Loan Software](https://www.softwareadvice.ie/directory/4758/commercial-loan-software/software) - [Document Management Software](https://www.softwareadvice.ie/directory/722/document-management/software) - [Records Management Software](https://www.softwareadvice.ie/directory/1859/records-management/software) - [File Sync Software](https://www.softwareadvice.ie/directory/4288/file-sync/software) - [Portal Software](https://www.softwareadvice.ie/directory/4405/portal/software) ## Alternatives 1. [Google Drive](https://www.softwareadvice.ie/software/105807/google-drive) — 4.8/5 (28444 reviews) 2. [Google Workspace](https://www.softwareadvice.ie/software/344998/google-workspace) — 4.7/5 (17508 reviews) 3. [OneDrive](https://www.softwareadvice.ie/software/23542/onedrive) — 4.5/5 (12652 reviews) 4. [Microsoft 365](https://www.softwareadvice.ie/software/397757/office-365) — 4.6/5 (14048 reviews) 5. [Microsoft SharePoint](https://www.softwareadvice.ie/software/397825/microsoft-sharepoint) — 4.4/5 (5421 reviews) ## Reviews ### "FileInvite review" — 4.0/5 > **Zuhairah** | *5 June 2021* | Internet | Recommendation rating: 10.0/10 > > **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. ----- ### "A Great Solution for Document Collection" — 4.0/5 > **Jared** | *17 May 2019* | Banking | Recommendation rating: 9.0/10 > > **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. > > The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform. ----- ### "Get docs faster - its what it does\!" — 5.0/5 > **Clinton** | *17 May 2019* | Banking | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Best document collection platform\!" — 5.0/5 > **Verified Reviewer** | *11 February 2026* | Financial Services | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "A bargain for what you get" — 5.0/5 > **Mark** | *4 January 2022* | Nonprofit Organisation Management | Recommendation rating: 10.0/10 > > **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. > > Overall I think the system is great\! I believe in time, with technology advances, it will even get better. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/134281/fileinvite?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/134281/fileinvite) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data