Use FileInvite to request files and collect documents in any industry

Mortgage and Finance

Use FileInvite to request multiple supporting documents from a customer in a single invitation.

Give them an easy to use portal where you can monitor their progress.

Follow up using automated reminders by email or SMS.

Agencies

Request multiple client documents for a new project in a single invitation.

Manage the collection of client data, supporting files and the working flies you'll need.

Ensue contracts, files and documents are all in order and out of your inbox.

Accounting

Schedule requests to your entire client base and close month end and year end faster with FileInvite.

Give them an easy to use portal where they submit documents and you can monitor their progress.

Send timely automated reminders using email or SMS.

Legal

Request all the documents you need to file a bankruptcy petition or client case, in a single invitation.

Review, reject and approve documents in an easy to read dashboard.

Sign and save all documents securely to your drive or cloud storage for audit purposes.

Human Resources

Get all the documents and background information you need from a potential candidate.

Start the onboarding process for every new recruit with a welcome video and message.

Manage and store it all in one secure system.

Education

Manage transcripts, education history, applications and visas for all applicants in one spot.

Start the enrollment process for every new student with a welcome video and message.

Manage and store enrollments, certificates and files in one secure system.

"Requesting files and information has never been easier!"

Fiona Bryce

Loan Market

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"No more chasing clients for days!"

Gary Willmott

Mortgage World

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"Really helped to expand my business outside the region."

Sarah Bloxham

Let's Talk! Mortgage & Insurance

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"My customers love it. Simple, easy to use. The integrations are so good."

Kahtan Haddara

K.Financial

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"FileInvite makes dealing with clients so much quicker and easier."

John Tosio

Zyber

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Industries

FileInvite enables professionals from dozens of industries, to collect the documents they require to get the job done.

Here are just a few of the industries we serve.

Mortgage and Finance

Use FileInvite to request multiple supporting documents from a customer in a single invitation.

Give them an easy to use portal where you can monitor their progress.

Follow up using automated reminders by email or SMS.

Agencies

Request multiple client documents for a new project in a single invitation.

Manage the collection of client data, supporting files and the working flies you'll need.

Ensue contracts, files and documents are all in order and out of your inbox.

Accounting

Schedule requests to your entire client base and close month end and year end faster with FileInvite.

Give them an easy to use portal where they submit documents and you can monitor their progress.

Send timely automated reminders using email or SMS.

Legal

Request all the documents you need to file a bankruptcy petition or client case, in a single invitation.

Review, reject and approve documents in an easy to read dashboard.

Sign and save all documents securely to your drive or cloud storage for audit purposes.

Human Resources

Get all the documents and background information you need from a potential candidate.

Start the onboarding process for every new recruit with a welcome video and message.

Manage and store it all in one secure system.

Education

Manage transcripts, education history, applications and visas for all applicants in one spot.

Start the enrollment process for every new student with a welcome video and message.

Manage and store enrollments, certificates and files in one secure system.

Start using FileInvite for FREE

FileInvite