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.
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.
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.
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.
No Credit Card Required. All Features Included
Get e-signatures on contracts andbring application forms online.
Get documents on time with due dates,automated reminders and chasers.
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."
