Plans & Pricing

COLLECT

starting from
USD 9,900/year

10 users included

For small lending teams needing a faster, easier way to collect documents and a better borrower experience to drive engagement.

  • Checkmark Accelerate document collection
  • Checkmark Streamline borrower experience
  • Checkmark Allow view access to third parties
  • Checkmark Integrate with cloud storage
  • Checkmark Track compliance with audit trails
CONTACT SALES
MOST POPULAR

CONNECT

starting from
USD 19,900/year

50 users included

For growing lending teams looking to scale with more customization, collaboration and integration across departments and workflows.

  • Checkmark Accelerate document collection
  • Checkmark Streamline and customize borrower experience
  • Checkmark Collaborate with teams and third parties
  • Checkmark Integrate with cloud storage and workflows in other apps including CRM
  • Checkmark Track compliance with audit trails and specify custom roles & permissions
CONTACT SALES

CONNECT+

starting from
USD 29,900/year

100 users included

For large lending teams looking for customization, collaboration, integration and enterprise-grade implementation.

  • Checkmark Accelerate document collection
  • Checkmark Streamline and customize borrower experience
  • Checkmark Collaborate with teams and third parties
  • Checkmark Integrate with cloud storage and workflows in other apps including CRM
  • Checkmark Audit trails, custom roles & permissions and login with single sign-on (SSO)
CONTACT SALES
Document Collection Collect Connect Connect+
Custom templates & checklists Yellow-Check Yellow-Check Yellow-Check
Automated reminders Yellow-Check Yellow-Check Yellow-Check
PDF form-fill Yellow-Check Yellow-Check Yellow-Check
Digital signing (single & multi-signing) Yellow-Check Yellow-Check Yellow-Check
Borrower Portal Collect Connect Connect+
Persistent document portal Yellow-Check Yellow-Check Yellow-Check
In-portal direct messaging Yellow-Check Yellow-Check Yellow-Check
One-click approve/reject documents Yellow-Check Yellow-Check Yellow-Check
Custom branded portal Blue-Check Blue-Check
Custom domain Blue-Check Blue-Check
Custom automated messaging Blue-Check Blue-Check
Collaboration Collect Connect Connect+
Free view-only users* Yellow-Check Yellow-Check Yellow-Check
Point of Contact Yellow-Check Yellow-Check Yellow-Check
Watchers Yellow-Check Yellow-Check Yellow-Check
Teams Blue-Check Blue-Check
Assignees Blue-Check Blue-Check
Integration Collect Connect Connect+
Sign in with Microsoft or Google Yellow-Check Yellow-Check Yellow-Check
OneDrive for Business, Google Drive & Box Yellow-Check Yellow-Check Yellow-Check
SharePoint Blue-Check Blue-Check
Connected Workflow integrations available** Blue-Check Blue-Check
Reporting & Insights Collect Connect Connect+
Reporting Yellow-Check Yellow-Check Yellow-Check
Audit trails & compliance Yellow-Check Yellow-Check Yellow-Check
Management insights Blue-Check Blue-Check
Privacy & Security Collect Connect Connect+
SOC 2 Type II compliance Yellow-Check Yellow-Check Yellow-Check
Multi-factor authentication Yellow-Check Yellow-Check Yellow-Check
Document virus detection Yellow-Check Yellow-Check Yellow-Check
Roles & permissions Simple Custom Custom
Single sign-on (SSO) & Active Directory Optional Blue-Check

* Fair Use Policy applies.
** Additional charges apply.
FAQ's

Need clarification?

How can I find out my subscription price?

The start prices listed assume no additional users or other add-ons, and our lowest usage volume tier.

Your total subscription price may be higher depending on expected usage volume, additional users (if needed), along with any integrations with third-party apps or other add-ons. There are also one-time setup costs that vary depending on the size and complexity of your implementation.

Our Sales team is well equipped to quote pricing based on your organization's needs, click here to contact Sales.

What integration options are available?

All plans include our simple cloud storage integrations that are native to FileInvite, which includes OneDrive for Business, Google Drive and Box. The Connect and Connect+ plans extend this functionality to SharePoint.

Customers on Connect or Connect+ plans have the option to add Connected Workflow Integrations, which enable seamless integration with your existing customer relationship management (CRM) system, such as Salesforce or HubSpot.

For larger organizations with bespoke requirements, we do offer custom development on our Enterprise tier.

We also offer access to the FileInvite API with available documentation. While you may have the internal resource necessary to build your own custom integrations, we recommend talking to us about how we can support you through this process.

What if I need more than 100 users?

Additional users can be added to the Connect+ plan for an additional fee.

If your organization has 200+ users, talk to sales about our Enterprise tier.

What if my needs change over time?

We know that some customers prefer to pilot new software in their organization with a smaller, simpler implementation at first. Our different plan options with usage-based pricing make it easy to start small and scale up usage and complexity over time.

When it comes to estimating your usage, we'll work with you to right-size your plan. If your needs change, we offer flexibility at renewal. Talk to us to get started.

Process Loans up to 6x faster

While providing a better, faster and more collaborative experience for your staff and your customers.

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