Admin & Workflows

Request, review, approve and manage documents in one dashboard.

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Admin_and_Workflows

Get the right files faster
with happier clients

Approved docs
Approve & Reject Documents
Get the right files every time

Approve & reject documents


Get the right files every time with approve, reject and process workflows.
Use chat, SMS or email to and notify them of what is outstanding, and add additional items as needed.

Client document dashboard


Always see where every client and file is at, with one central document dashboard.
Keep all client documents, messages and history together in one place for security and compliance. Share access or delegate tasks to your team.

Dashboard
Document Dashboard
Always see where every client and file is at.
PDF Conveyer
Auto Enhancement
PDF conversion, collation and TFN redaction

Auto document enhancement


Increase productivity with auto PDF conversion and collation, file renaming and redaction of data like tax file numbers.
Export all documents as a PDF file in seconds or automatically push to your cloud storage.

Fully integrated messaging


Update, communicate and message clients all from within the platform.
Store all files and communications from the process in one spot.

Messaging
Fully Integrated Messaging
Update, communicate and message clients all from within the platform.

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

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Success stories

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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

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Our clients love the simplicity and flexibility.
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Michele Mansfield

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