Security
& Access

Secure client data and files, log audit trails and set access levels.

GET INSTANT ACCESS
Security

Rest easy with enterprise grade security

Locker
Encrypted Client Data
At rest and in transit encryption ensures that files are secure

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
Audit history and logs
Stay compliant with a full history of client interactions.
Grant Access
Grant & Control Access
Choose from open or password protected client portals

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.

Related Features

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Client Portal

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

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Forms & e-Signatures

Get e-signatures on contracts and bring applications online.

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Alerts & Follow Up

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

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No Credit Card Required. All Features Included. 

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

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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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