Enterprise grade
document collection


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Grow with productivity, compliance and security

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Intregrations
API & Integrations
Seamlessly integrate with existing systems

Seamless workflow integration


Use our full-featured API to connect with your systems. Post files and data to your cloud storage, trigger contact updates from your CRM or use our pre built Zapier triggers and actions.
With our native Integrations for cloud storage and bank statement retrieval you can streamline workflows for your team and enhance customer experience.

Enterprise grade security


Our end-to-end encryption ensures that messaging, data and file transfers are secured to the latest global standards.
Independent external testing and our enterprise AWS environment provide peace of mind for you and your customers.

Security Shield
Secure & Safe
At rest and in transit encryption
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Access Profiles & Roles
Grant and rescind access

Head office provisioning


Create user profiles, set custom roles and grant access to users through the administrative portal.
Grant temporary access, add or remove users instantly, review reporting, billings and connect to external workflows..

Consistent client experience


Create a seamless customer experience with a secure client portal. Implement brand compliant logos, colours and custom URLs.
Set your own approved templates for forms, document requests and email alerts. Update centrally to meet legislative changes instantly.

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Simple & Secure
A great client experience on any device
Team sharing
Team Sharing
Create master files and collaborate

Team collaboration


Share data and document requests across users, or delegate access to certain teams.
Use the intuitive FileInvite dashboard to build invites from industry standard templates that you can save and share with your team to ensure compliance. Even give auditor access to communication logs.

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Let's discuss how we can tailor a solution to meet your needs.

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You're in good company

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Success stories

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It's saving us a massive amount of time.
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David Windler

Mortgage Supply Co

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It starts things off on the right foot.
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Alexandra Jumper

Aprio Cloud

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Takes the pain out of the process for clients.
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Patrick O'Brien

Mortgage World

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Before FileInvite was like the dark ages.
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Sarah Bloxham

Let's Talk

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Our clients love the simplicity and flexibility.
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Michele Mansfield

Equity Vision

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