Your workflow, powered by FileInvite.

Install powerful integrations in a few clicks or build on FileInvite's easy-to-use robust API

  Reduce cross-platforming      Save your staff hours each week      No IT projects required

 

FileInvite API - Integrate FileInvite with your CRM

Build on the FileInvite API

Get access to our world-leading document collection API, used by some of the largest financial institutions in the southern hemisphere.

FileInvite powers 200,000+ loans annually
Over 1 million FileInvite Portals™ served
Get documents back 64% faster

"We know from talking to our top brokers that this tool can save them anywhere up to two hours per application, so if you think about that, we've given well over 60,000 hours a year back to our brokers to be out there providing more service to more Australians.

- Rainer Rhedey, Chief Digital Officer

aussie_logo_rev

A secure portal that your clients can access from any device

Request documents, live forms with signatures, files and data from clients.

Send an Invite (a package of requests) to your clients, who will be sent a FileInvite Portal™ to upload your requests.

FileInvite will remind them to upload your requests by the due date using Smart Notifications.

FileInvite PortalTM | Custom Branding, White Label
Sync to Cloud - Integrate FileInvite with your Cloud Storage | Dropbox, Google Drive, Box, Onedrive & more

Sync returned information to the cloud

Once requests are returned and approved, files are processed and sent to your desired destination.

Get documents back exactly where you need them, when you need them so you can keep moving forward.

FileInvite offers out-of-the-box integrations with Dropbox, Gooogle Drive, OneDrive, Box & more.

Out-of-the-box Integrations

 

FEATURED

Illion Bankstatements

Link BankStatements with FileInvite to automatically and securely retrieve your clients’ bank statement data.

 

LEARN MORE
FEATURED

OneDrive for Business

Link your OneDrive Business account with FileInvite so all your work files are saved on, and can be accessed from, the Cloud by members of your business.

 

LEARN MORE
FEATURED

Zapier

Use our Zapier integration to connect your FileInvite account with an app not listed below.

 

LEARN MORE

Dropbox

Link your Dropbox account with FileInvite to save and access your files from the Cloud.

 

LEARN MORE

Fortiro Protect

Fortiro Protect uses advanced analysis methods and document blacklisting to ensure your client documents are real, not fraudulent.

 

LEARN MORE

Google Drive

Link your Google Drive account with FileInvite to automatically sync returned files to your existing cloud storage.

 

LEARN MORE

Box

Link your Box account with FileInvite to save and access all your files from the Cloud.

 

LEARN MORE

CashDeck

Link your CashDeck account with FileInvite to automatically and securely retrieve your clients’ bank statement data.

 

LEARN MORE

CreditSense

Link your CreditSense account with FileInvite to easily and securely pull in verified bank statements and other financial documents from your clients.

OneDrive

Link your OneDrive account with FileInvite to save and access your files from the Cloud.

 

LEARN MORE

Something Missing?

If you have questions about the integrations listed on this page, or don't see a specific integration, reach out to our team for answers.

 

CONTACT US

Leverage FileInvite's API to deliver a world-class service

FileInvite integrates with thousands of technologies via our enterprise-grade API, allowing our data and document collection system to function seamlessly alongside your custom system, CRM or LOS. This level of integration:

Easy-to-use robust API
Reduce cross-platforming
Enable smoother communication with clients
Get documents back 64% faster

Request FileInvite API Documentation - Password Required
RESOURCES

API & Integrations

Delight your clients with the FileInvite experience