Document Portal

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

FileInvite rated 4.75

HubSpot Video

Delight your clients with security and simplicity

Request all the files you need from your clients in one system. Your clients are then guided through an intuitive portal experience and followed up with friendly reminders as your due date approaches. 

OPTIMIZED FOR EASE-OF-USE

Access on any device

It's so easy for your clients to access their own secure portal and see the information requested, messages, and outstanding items. They can upload files, use their smartphone camera, and even complete and sign documents digitally.

Gadgets
New portal-1
QUICK SETUP

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.

BANK-GRADE SECURITY

No documents in email

91% of cyber attacks start as a phishing attacki, and 1 in 4 data breaches occur via emaili. Move your document collection out of your email inbox to an independent safe and secure platform and protect your reputation.

Safe
Branding
CUSTOM BRANDING

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.

RESOURCES

Document Portal Resources

Discover more powerful features

Power up your workflow with easy-to-use automation.

API & INTEGRATIONS

Integrates with your existing tools

Sync returned files with Google Drive, Dropbox, OneDrive, Box & more. And use API or Zapier to send returned form data to your desired destinations.

 

Read more

DIGITAL SIGNATURES

Make contracts a breeze

Easily request single or multiple-party signatures on contracts, agreements, and applications. FileInvite was named a 2021 emerging favorite in Gartner's Capterra Digital Signature category.

 

Read more

DOCUMENT GENERATION

Automate your information requests

Automatically create digital versions of your paper forms using templates. Your clients complete them online through their dedicated client portal. 

 

Read more

ADMIN DASHBOARD

Get visibility across your workflow

Request, review, approve and manage documents in one dashboard. Staff can do this at an individual level, and managers can have a team view.

 

Read more

FILEINVITE

Trusted by thousands of happy customers

"The amount of time that an employee is required to spend on a case has been reduced by more than eight times."

“Sending reminder emails, sifting through attachments, and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients.”

“Sometimes there is an opportunity to work smarter rather than harder. FileInvite has delivered massive efficiency gains for us. It’s been a huge time saving that we never would have been able to achieve without it."

loan-market-logo-2711982945d7221-1
fundera-logo-transparent-1
McCambridge Duffy - grey logo
aussie_logo_rev
first-home-bank-square-logo
nectar-logo-1

Delight your clients with the FileInvite experience