Client Portal

A secure document portal that your clients can access from any device.

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Client_Portal

Delight your clients
with security and simplicity

Gadgets
Access On Any Device
Mobile, Tablet or Desktop

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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New Portal In Seconds
You set security levels.
Safe
No documents in email
Safe & Secure

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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Your Branding
Matching Palette

Related Features

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Forms & e-Signatures

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

Read more →
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Alerts & Follow Up

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

Read more →
templates

Templates

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

Read more →

Start your free trial!

Instant 14 day access. No credit card required. 

You're in good company

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Success stories

quote
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

quote
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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