Set due dates for your document requests and let us do the reminding.
Approve or reject documents and let our follow up algorithm chase clients for you.
Keep clients informed via email and text messages when requesting documents.
Use SMS messages to direct them straight to their client portal from their phone.
Don't miss month end or year end deadlines. Schedule recurring requests to get documents, tax returns or renew contracts.
Send in bulk to request the same thing from all of your clients in one go.
No Credit Card Required. All Features Included
Provide a secure intuitive wayfor your clients to upload data.
Get e-signatures on contracts andbring application forms online.
Use our industry templates or create, approve and distribute your own.
"Requesting files and information has never been easier!"
"Clients love it. I can set out exactly what I need from a client and it's easy for them follow."
"No more chasing clients for days!"
"Really helped to expand my business outside the region."
"My customers love it. Simple, easy to use. The integrations are so good."
"FileInvite makes dealing with clients so much quicker and easier."
"It's saving us a massive amount of time."
"Our conversion rate with lenders is a lot better!"
"Takes the heartache and pain out of the process for clients."
"Set it and forget it — and still get what you need"
"Awesome software."
"Does as its says - document collection on autopilot!"
"It allows us to give our clients a great first impression while cutting down turnaround time."
