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.
Stay compliant with a full history of client interactions, messages, files and access.
No more digging through emails to provide records to auditors.
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.
No Credit Card Required. All Features Included
Provide a secure intuitive wayfor your clients to upload data.
Get e-signatures on contracts andbring application forms online.
Get documents on time with due dates,automated reminders and chasers.
"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."
