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.
Watch: FileInvite explained in 5 minutes.
FileInvite integrates with your existing tools
Optimize your document workflow with over 100 possible integrations.
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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.
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
Read what people in your industry have discovered
- Top 10 SBA Lender processes 12 months of loan volume in just 2 months
- Law Firm reduced time required for document collection by 87.5%
- Commercial Lender reduced document turnaround times by 64.3%
(from 42 to 15 days) - Professional services provider improved document request workflows with branded client portals
- Accounting Services Firm creates a hands-off, automated process for bulk information requests
- 3-Person Mortgage Brokerage handles $100 million in transactions per year
- Education provider improved course completion rates, as participants are supported with a far more streamlined onboarding process.
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.
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."
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Get started quickly with an overview of the FileInvite solution
Whether you're looking for a client portal to request information, a trusted solution to request digital signatures or you just don't want to chase clients for documents – this is the best place to start.
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