Security

Rest easy
enterprise grade security

Locker
Encrypted client data

Our at rest and in transit encryption ensures that messaging, data and file transfers are secured to the latest global standards.

The FileInvite platform is subjected to regular stringent third party testing.

Audit history and logs

Stay compliant with a full history of client interactions, messages, files and access.

No more digging through emails to provide records to auditors.

Logs
Grant Access
Grant and control access

Choose from open or password protected client portals and access your own cloud instance if required.

Grant audit access to all requests, messages and files as required.

Regular Independent testing

Secure document collection is our priority.
Emails and attachments just don't cut it. 
 

stars
James Sampson
CEO, FileInvite

Start using FileInvite for FREE

No Credit Card Required. All Features Included

Packed with features

Client Portal
Client Portal

Provide a secure intuitive way
for your clients to upload data.

 

Read more
Digital signatures
Forms & e-Signatures

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

 

Read more
Alarm_top5
Automated Follow Up

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

 

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."