ENTERPRISE

From your CRM to the Cloud. Automagically.

Stop using email to chase your clients for documents & PII. Rethink what’s possible with FileInvite – a secure document, signature and client data collection platform.

Learn how FileInvite works for large organizations:

CUSTOMER EXPERIENCE EFFICIENCY SECURITY SCALE

Application Portal | FileInvite Portal™
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Bank Australia Grayscale Logo
Bayfirst Logo
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Deliver the world-leading document collection, information & data-sharing solution for your organisation

 

Move documents, PII & PIFI out of email, reduce time to decision, improve data accuracy & gain visibility across your pipe.

FileInvite enables a highly efficient, cost-effective, improved & consistent customer experience that provides internal visibility over critical information, heavily reduced turnaround times, and increased ROI––whilst ensuring security & compliance at every stage.

At FileInvite, our specialist enterprise teams provide customized digital transformation solutions, robust API's to integrate with your tech stack and globally recognized "best in breed" automation processes that are secure and simple to use.

37K+

5-star reviews from FileInvite Portal™ users.

30M+

Over 30 million files securely collected

10.5h

Average 10.5 hours saved per week per weekly user*

1M+

Over 1 million FileInvite Portals™ served

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

Wow your clients with the FileInvite experience

Deliver a smooth white-labeled experience with FileInvite Portals™ 

Your clients are much more likely to recommend you to a friend or colleague

Make it easy for your clients to get you the information you require – your customers can upload documents directly from their devices

 

"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."

Alexandra Jumper, Director of Client Success

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FileInvte - Deliver Superior Customer Experiences

 

FileInvite delivers major efficiency gains

 

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

Stop chasing clients for documents with Smart Notifications 

Reduce cross-platforming with deep integrations

Make it easy for your clients to get you the information you require

DISCOVER HOW FILEINVITE BUILDS EFFICIENT TEAMS

 

"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, VP and Director of Strategic Growth Initiatives

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FILEINVITE EXPLAINED

Never chase your customers for documents again

See why FileInvite replaces email when requesting information. It's simple to use & incredibly efficient, all wrapped up in bank-grade security. 

Get ahead of compliance with bank-grade security

Built to satisfy the strictest regulatory specifications for financial enterprise

 SOC II Type II Accredited, HIPAA (coming soon), CCPA and GDPR compliant

Get sensitive data out of email, into a bank-grade solution

 

"Sometimes there is an opportunity to work smarter rather than harder."

- Matt Nicolosi, VP and Director of Strategic Growth Initiatives

Bayfirst Logo

 

FileInvte - Deliver Superior Customer Experiences

 

FileInvite scales with your business

Software that scales with your business

 FileInvite powers over two-thirds of brokered loans in Australasia. 

 The Zapier of document & PII collection; FileInvite plugs into your existing systems to enhance your workflow, not add to it.

99.9% uptime, guaranteed. 

 

"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 to be out there providing more service to more Australians.

- Rainer Rhedey, Chief Digital Officer

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FILEINVITE

Solving the hidden problem in your business

Applications

Document Collection for Applications | FileInvite PortalTM

Get visibility across your pipeline

Our customers use FileInvite to: 

  • Reduce the turnaround time for application approval
  • Improve the accuracy of the data used to make decisions on the progression of applications
  • Get documents & PII out of email

FileInvite doesn't have to be a huge IT project. In fact, it may be much easier to get up and running than you think.

Onboarding

Document Collection for Onboarding - FileInvite Portal™

Deliver a world-class onboarding experience

Our customers use FileInvite to: 

  • Optimise their employee, contractors and client onboarding processes
  • Reduce the time it takes to gather required documents 
  • Remove a significant bottleneck in the onboarding workflow
  • Get documents & PII out of email

Deliver a superior onboarding experience with your own company branding via the FileInvite Portal™

Document Collection for Applications | FileInvite PortalTM

Get visibility across your pipeline

Our customers use FileInvite to: 

  • Reduce the turnaround time for application approval
  • Improve the accuracy of the data used to make decisions on the progression of applications
  • Get documents & PII out of email

FileInvite doesn't have to be a huge IT project. In fact, it may be much easier to get up and running than you think.

Document Collection for Onboarding - FileInvite Portal™

Deliver a world-class onboarding experience

Our customers use FileInvite to: 

  • Optimise their employee, contractors and client onboarding processes
  • Reduce the time it takes to gather required documents 
  • Remove a significant bottleneck in the onboarding workflow
  • Get documents & PII out of email

Deliver a superior onboarding experience with your own company branding via the FileInvite Portal™

Make FileInvite work for you

There's never been a more apt time to stop the insecure practice of emailing sensitive customer documents. Securely request documents & PII from customers via the FileInvite application or your CRM. Save 1000's of staff hours as returned documents & data is delivered to your cloud storage or CRM.

FileInvite for Enterprise - Workflow Diagram (Transparent)

RESOURCES

API and Integration Resources

Simple. Fast. Secure.