Templates

Request info in seconds
with consistency

Save time
Save setup time

Use our pre built templates or create your own to request documents from clients in seconds.  

Save document lists, messages and forms or contracts for repeat use, and populate with client data.

Share with your team

Save standard templates, email messages and alerts for your team to use.

Grant access and share them across your account. 

Share with team
Ensure Consistency_2
Ensure consistency

Ensure consistency and compliance by creating an “approved master version” for your teams.

Update once and know everyone has the latest version.

Our clients are raving

Great for rolling out to the team. 

stars
Ryan Murdock  
Fundera

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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."