Features

From our client portal to our API and integrations FileInvite is packed with features to streamline your document collection.

GET INSTANT ACCESS

All-Features-Video

 

Next Level Document Collection

Here's how FileInvite will save you hours in chasing clients for documents.

 

Client Portal-1
Client Portal
Access on any device

Client Portal


Create a new secure client portal in seconds that’s customised with your logo and branding. Get exactly what you need, from one, or multiple parties effortlessly.

READ MORE

Forms & e-Signatures


Your clients can access their portal on any device, at any time. They can upload files, use smartphones, complete forms and even sign documents digitally.

Read More

iPad-2
Forms & e-Signatures
On any device
Admin and Workflows
Admin & Workflows
Keep you on top of things

Admin & Workflows


Realtime notifications keep you updated as documents arrive. Productivity tools let you convert, collate, approve, reject and export everything.  Your central dashboard ensures you always know the status of every request.

Read More

Templates


Start collecting even the most complex list of information in seconds with a template from our extensive library. Save your own templates and ensure company wide consistency across branding, messaging and compliance.

READ MORE

Templates
Templates & Branding
Keep everything to standard
Phone-2
Alerts & Follow Up
Never miss a deadline

Alerts & Follow Up


Get documents back in record time with the FileInvite automated follow up algorithm.  Clients receive notifications and reminders as items become due, saving you the hassle of manual follow-up. Schedule in recurring invites for regular requests. True set and forget information gathering.

READ MORE

Security & Access


Enterprise grade encryption at rest and in transit ensures files, documents and messages are all secured to modern standards. Compliance tasks are made easy with a full audit history and log of client & user activity.

READ MORE

Shield-1
Security & Access
Full Audit Trails and User Permissions
Cogs-2
API & Integrations
Use our API or Zapier to seamlessly connect

API & Integrations


Integrate our fully featured secure API to pass data and files between FileInvite and your own workflows, or switch on our built in native integrations and Zapier workflows to connect with thousands of other cloud systems, apps and storage.

READ MORE

Start your free trial!

No Credit Card Required. All Features Included. 

You're in good company

mortgage-choice
buyers-choice-1
loanmarket-1
squirrel
c2
mortgage-1
northeast
realestate

Success stories

quote
It's saving us a massive amount of time.
david-windler-square
David Windler

Mortgage Supply Co

quote
It starts things off on the right foot.
Alexandra-Jumper
Alexandra Jumper

Aprio Cloud

quote
Takes the pain out of the process for clients.
Patrick-OBrien-square-nobg
Patrick O'Brien

Mortgage World

quote
Before FileInvite was like the dark ages.
Sarah-Bloxham-nobg
Sarah Bloxham

Let's Talk

quote
Our clients love the simplicity and flexibility.
michele-450x450-1
Michele Mansfield

Equity Vision

VIEW MORE STORIES