Stop chasing your clients for documents

Organizations worldwide use FileInvite's secure client portal technology to request over 300,000 pieces of information each month.

Summary: Use FileInvite to spend less time chasing information and more time wowing clients. Request and collect documents, forms and more in a secure, integrated portal, and get them back up to 80% faster. Once you set a due date and send your Invite (document request), your clients receive a link to their portal where they can provide the information you requested. After you approve the returned files, they can be automatically synced with your cloud storage solutions.

GDPR           GetApp Badge           soc-2-type-2-fileinvite-1             Capterra Badge            HIPAA             Software Advice Badge           ferpa_cert (1)

 

30M+
 
Over 30 million files securely collected

37K+

Over 37K 5-star reviews from FileInvite users

10.5h
 
Average 10.5 hours saved per week per user
1M+
 
Over 1 million FileInvite Portals™ served worldwide

 

Finally - Document collection that's simple, fast and secure

Request and collect PII with confidence

Some of the world's leading enterprises trust FileInvite with their sensitive information.

 

That's because FileInvite is:

  • SOC-2 Type 2 certified
  • Securely hosted on AWS
  • GDPR, HIPAA and FERPA compliant

Onboard new clients in record time

Request and collect all required onboarding documents on one single platform, accessible from any device:

 

  • Get documents back up to 80% faster
  • Provide a positive client experience
  • Boost team productivity

Process applications up to 34% faster

FileInvite reduces document collection turnaround times, which allows you to:

 

  • Shorten your overall sales cycle
  • Improve sales velocity
  • Increase processing efficiency

Explore our native integrations

FileInvite offers a number of out-of-the-box integrations  (like Dropbox, Google Drive and OneDrive) that you can install in just a few clicks.

LEARN ABOUT INTEGRATIONS

Build on our Enterprise API

Leverage FileInvite's enterprise-grade API, which allows our data and document collection system to feed directly into your CRM or LOS.

REQUEST API DOCUMENTATION

Thousands of companies trust FileInvite for their PII and document collection

Banking & Financial Services

 

  • Streamline your application and onboarding processes.
  • Collect personally identifiable information, customer due diligence information and more in a SOC 2 compliant environment. 

Mortgage Lending

 

 

  • Accelerate your loan application and new client onboarding processes.
  • Mortgage brokers and aggregators use FileInvite to get borrower documents back from clients faster than using email.

Accounting & Bookkeeping

 

  • Gather client onboarding documents easily and securely.
  • Request and collect client information, month-end checklists, and/or end of year tax information.

Legal Services

 

  • Collect engagement letters and onboarding documents from within a single, branded portal.
  • Request and approve legal documents, financial records, and completed application forms with ease.

Education

 

  • Simplify and streamline the new student admissions process.
  • Collect student information and high school transcripts with less back-and-forth.

Enterprise

 

  • Reduce cross-platforming by integrating FileInvite's data and document collection system into your workflow, alongside your custom system, CRM or LOS.
  • Improve efficiencies from within the interface your teams are used to.

Why do our customers choose FileInvite over email?

Unlike email (which is the leading cause of data breaches) FileInvite's document collection tool:

  • Gets documents back 80% faster
  • Provides a 4.7/5 star experience
  • Offers bank-grade security 

Send your first Invite in under 5 minutes

With each 'Invite' you send, you can request as many different files, documents and/or digital signatures as you need. At FileInvite, we pride ourselves on not being an IT project, rather we're a ready-to-go solution.

Work smarter, not harder 

FileInvite's features boost efficiencies, improve security and provide the best customer - and employee - experience. 

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FileInvite Portal

A secure document portal that your customers can access from any device.

 

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Digital Signatures

Your customers can securely and easily sign documents without any third party software.

 

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Fillable Forms

Create digital versions of your paper forms for your customers to complete online.

 

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Bank-Grade Security

FileInvite is SOC 2 Type II compliant with a 99.9% uptime guarantee.

 

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Smart Notifications

Set a due date, customize the notifications and let FileInvite chase your clients for you. 

 

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Admin Dashboard

Request, review, approve and manage documents in a single dashboard.

 

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Templates

Save time by using our pre-built templates (like a KYC checklist) to easily get the info you need.

 

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API & Integrations

Quickly install powerful integrations or build upon FileInvite's powerful API. 

 

Learn more

PROBLEM
  • Fundera's document collection process was based in email and spreadsheets
  • Each loan application required 20-30 documents
  • Needed a simple process for clients and visibility across their pipeline
SOLUTION
  • Leveraged FileInvite for a seamless digital experience, getting rid of email attachments and printed forms
  • Used templates to ensure the latest contracts, updated conditions, and regulatory requirements were covered
IMPACT
  • Loan document turnaround times dropped by 64% - from 42 to 15 days
  • FileInvite made the status of each loan application clear
  • The FileInvite Portal™ gave clients visibility into outstanding requests
PROBLEM
  • Collecting documents was painful for all parties
  • Document upload processes required too much manual oversight to scale
SOLUTION
  • Created custom templates
  • Integrated FileInvite with their existing Box storage
  • Scheduled and sent invites in bulk for month, quarter and year-end requests
IMPACT
  • Custom templates and Box integration created a hands-off process
  • Aprio Cloud now has time to focus on adding value for their clients
PROBLEM
  • Mortgage Atlanta's team used email to collect documents, which was clunky and not user-friendly
  • Required too much manual effort
  • Wanted a solution that reduced time and frustration with collecting mortgage application documents

 

SOLUTION
  • FileInvite was set up in just one day
  • Automated and monitored all steps of their document collection process
  • Leveraged automatic reminders
  • E-signature capabilities boosted efficiencies and improved client experience
IMPACT
  • FileInvite made Mortgage Atlanta 70% more efficient in collecting documents
  • FileInvite acts as an accountability tool - allowing staff and clients to clearly see statuses
  • The 3-person firm is able to compete with national companies because of FileInvite

Delight your clients with the FileInvite experience