GARTNER TOP PRODUCT 2022

Gather all the documents, signatures, and data you require up to 80% faster

  • Save between 2-20 hours each week
  • Reduce close time by 64%
  • Increase application completion rates by 34%
  • Send your first ‘Invite’ in just 5 minutes.

 

No credit card required.

HubSpot Video

 

Watch: FileInvite explained in 5 minutes.

FileInvite rated 4.75

FileInvite integrates with your existing tools

Optimize your document workflow with over 100 possible integrations. 

GoogleDrive integration
OneDrive Integration
Box interation
Dropbox Integration
Zapier allows for many integrations
Xero integration
and

Spend less time chasing files and more time wowing clients

Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FileInvite handles the most time-consuming work for you.

Request documents, signatures, files and data from your clients in a secure, integrated platform. Set a due date and send your requests. Your clients receive an email with a link to their own secure client portal, they are then guided through an intuitive portal experience where they can action your requests. 

Your clients will receive reminders to complete your requests as your due date approaches. You can customize the frequency and messages on these notifications, decide whether you would like your clients to receive email and text notifications, and you can easily send returned files back to your client for revision until they are correct. 

Returned files are renamed per your naming conventions, converted to PDF and can be synced with your cloud storage solution out-of-the-box.

Teams large and small rely on FileInvite

Some of the world’s leading financial enterprises trust FileInvite to secure their sensitive information.
FileInvite is GDPR compliant, SOC-2 certified, and securely hosted on AWS

LoanMarket logo
Fundera logo
McCambridge Duffy logo
Aussie Home Loans logo
First Home Bank logo
Nectar logo
Kiwibank logo

7,000+ 5-star reviews from people like your clients

30 million + files securely collected

Average 10.5 hours saved each week

700,000+ client portals activated

Replace email when requesting information

Easily request files, documents, live forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

Request all the files you need in one system

Your clients are guided through an intuitive portal experience and followed up with friendly reminders as your due date approaches.

 

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Make contracts a breeze with digital signatures

With FileInvite's legally-binding eSignature technology, you can easily request single or multiple-party signatures on contracts, agreements, and applications. FileInvite was named an emerging favorite in 2021 & 2022 for Gartner's Capterra Digital Signature category.

 

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FileInvite integrates with your existing tools

Sync returned files with Google Drive, Dropbox, OneDrive, Box & more. And use API or Zapier to send returned form data to your desired destinations.

 

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Send your first Invite in less than 5 minutes

When you want to collect information from someone, you create an 'Invite'.
Within that 'Invite' you can request as many different files, documents or digital signatures as you need.

 

No credit card required.

Auto PDF Conversion

Never worry about improper formatting again. FileInvite can automatically convert your returned documents to PDF.

Set Naming Conventions

You set the naming conventions of each request you make, so when your requests are returned to you – it's clear what they are.

Digital Signatures

Easily request single or multiple-party signatures on contracts, agreements, and applications.

Customizable Notifications

Set the frequency of email or SMS notifications that your client receives.

Live Forms

Create digital versions of your paper forms. Your clients complete them online through their dedicated client portal.

Transfer Invites

Never lose track of documents because a team member is away. Transfer Invite ownership to a team member in one click.

Admin Dashboard

Request, review, approve and manage documents in one dashboard.

Bulk Invite Send

Request multiple documents from multiple clients in one go.

FILEINVITE

The gold standard for requesting information

"The amount of time that an employee is required to spend on a case has been reduced by more than eight times."

“Sending reminder emails, sifting through attachments, and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients.”

"I keep files out of my inbox and easily managed with FileInvite. It sets auto-reminders for my clients and I can customise the list of items I'm asking for to simplify the process. It also links to my other software like Box, Dropbox and Google Drive."

Recommended for you

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Delight your clients with the FileInvite experience