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.

 

 

 

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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 their submission using automated reminders by email or SMS.

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Freelance Consulting

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. 

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hand-holding-mortgage

Legal

Request all the supporting documents you need for a client case in a single invitation.
Manage the review  and approval of documents.
Sign and save them securely to your drive or cloud storage.

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human-resources-handshake

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 contracts, certificates and files in one secure system. 

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Start using FileInvite for FREE

No Credit Card Required. All Features Included
"Requesting files and information has never been easier!"

"No more chasing clients for days!"


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

FileInvite

Automate Your Document Collection

Stop chasing clients for files! With FileInvite you can manage multiple requests, automatically follow up, collect and store documents safely in the cloud.

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