Client Portal_top-1

Delight your clients
with security and simplicity

Gadgets
Access on any device

It's so easy for your clients to access their own secure portal and see information requested, messages and outstanding items.

They can upload files, use their smartphone camera, and even complete and sign documents digitally. 

A new portal in seconds

Create an individual, secure document portal for every new customer.  

Share files, choose document permissions, add signature requests and switch password protection on or off as needed.

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Safe
No documents in email

91% of cyber attacks and data breaches start with phishing via email.

Move your document collection out of the inbox to an independent safe and secure platform and protect your reputation.

Add your own branding

Build client trust with your own branding, including your logo and tones.

Make it your own and add a personal touch to introductions, messages and alerts.

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Our clients are raving

Clients love the portal.

So easy to use on their phone.

stars
Patrick O'brien
Mortgage World Australia

Start using FileInvite for FREE

No Credit Card Required. All Features Included

Explore more features

Digital Signature - onlien forms
Forms & e-Signatures

Get e-signatures on contracts and
bring application forms online.

 

Read more
automated follow up
Alerts & Follow Up

Get documents on time with due dates,
automated reminders and chasers.

 

Read more
Templates_top
Templates

Use our industry templates or create, approve and distribute your own.

 

Read more
Fiona Bryce
Loan Market


"Requesting files and information has never been easier!"

Richard Hayes
Hayes Financial Services


"Clients love it. I can set out exactly what I need from a client and it's easy for them follow."
Gary Willmott
Mortgage World


"No more chasing clients for days!"


Sarah Bloxham
Let's Talk! Mortgage & Insurance


"Really helped to expand my business outside the region."

Kahtan Haddara
K.Financial


"My customers love it. Simple, easy to use. The integrations are so good."

John Tosio
Zyber


"FileInvite makes dealing with clients so much quicker and easier."

David Windler
The Mortgage Supply Co.


"It's saving us a massive amount of time."


Joel Wyld
Peasy


"Our conversion rate with lenders is a lot better!"


Patrick O'Brien
Mortgage World Australia


"Takes the heartache and pain out of the process for clients."

Kate Rae Davis
St Luke's Episcopal Church


"Set it and forget it — and still get what you need"


Mark Magill
Mike Pero Mortgages


"Awesome software."



Clinton Waters
Axton Finance


"Does as its says - document collection on autopilot!"

Fiona Bryce
Loan Market


"Requesting files and information has never been easier!"

Stephanie Gonzales
Harquin Bookkeeping


"It allows us to give our clients a great first impression while cutting down turnaround time."