Teams who use FileInvite process 34% more  64% faster.

Your clients expect world-class experiences from the businesses they interact with. Give them a superior white-labelled experience, powered by FileInvite.



Process 34% more than you did before FileInvite*


Receive documents back 64% faster with FileInvite*


Average 10.5 hours saved per week per user*


Over 1 million FileInvite Portals™ served

*Weighted average. Based on survey responses and product usage data from weekly FileInvite users (August 2021 - August 2022).

FileInvite PortalTM | Custom Branding, White Label

Stop chasing clients for documents

Whether you send an Invite a package of requests sent via FileInvite PortalTM via the FileInvite application or from your CRM, FileInvite chases your clients for the documents you need by the date you need them by.

Once approved, the returned files & data are processed, packaged and sent to your cloud storage, data warehouse or CRM. Automagically.

"We know from talking to our top brokers that this tool can save them anywhere up to two hours per application, so if you think about that, we've given well over 60,000 hours a year back to our brokers” 
- Rainer Rhedey, Chief Digital Officer



Reduce cross-platforming

  • Integrate with your existing platforms out-of-the-box
  • An all-in-one information gathering solution
  • Save hours running FileInvite in the background

"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."
- Mark Magill, Mike Pero Mortgages

FileInvite for Enterprise - Workflow Diagram (Transparent)
FileInvite scales with your business

Close deals faster

  • Reduce steps to outcome by over 70%, when compared to email
  • Address the most time-consuming part of a deal workflow
  • Designed to enable deeper client relationships

"Turnaround times for loan documentation dropped from 42 to 15 days and we were able to roll out the system to the entire team in no time."
Ryan Murdock, Fundera
fundera by nerdwallet (1)


Unlock cross-department collaboration

  • Get visibility on documents previously collected arbitrarily
  • Transfer Invites a package of requests (files, documents, images, and fillable forms with digital signatures) sent via FileInvite PortalTM to colleagues to reduce back-and-forth
  • FileInvite is simple to use for everyone, and quick to setup 

"FileInvite has delivered massive efficiency gains for us. It’s [given us] huge time savings, that we never would have been able to achieve without it."
- Matt Nicolosi, Top 10 SBA Lender


FileInvite delivers major efficiency gains
Onboarding Happy Clients

Onboard clients efficiently

  • Reduce steps to outcome up by 70%, when compared to email
  • Designed to automate the most time-consuming part of a deal workflow
  • Remove a significant bottleneck in the onboarding workflow

"Before FileInvite was like the dark ages."
Sarah Bloxham, Director


Growing productive teams

FileInvite works in the background to reduce unneeded admin time and human error

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.

Transfer Requests

Never lose track of a deal because a team member is away. Transfer Invite (request) ownership to a team member in one click.

Smart Notifications

Let our system chase your customers for documents for you, while you work on building the relationship.

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 up to 80% faster
  • Superior customer experience
  • Reduces steps to outcome by over 70%
  • Bank-grade security (SOC II Type II)

Wow your clients with the FileInvite experience