Choose the right plan for you
Save up to 20% by paying annually | Prices are in USD
per month paid annually
per month
per month paid annually
per month
Everything in Lite, plus:
per month paid annually
per month
Everything in Pro, plus:
per month paid annually
per month
Everything in Multi, plus:
combines with Pro plan and above
Prebuilt templates for fillable fact find forms and 1003s.
Automated redaction of Australian Tax File Number from documents (BETA).
Prebuilt Zapier templates to pull data from CRM systems and aggregators.
Using BankStatements, CashDeck and CreditSense integrations.
Use our feedback engine to automatically collect reviews and referrals from your clients!
Learn, refer and grow your mortgage business with our private broker group.
Prices are in USD. New Zealand pricing excludes GST.
An Invite is what you send to your clients to request information and files. You can specify the information you need and due date.
Most likely. There are many different systems but we have an integration with http://www.zapier.com which allows you to link FileInvite with over 750 different cloud systems and integrate it seamlessly into your workflow.
Sure do, we offer a unrestricted 14-Day Free Trial with all features included. No credit card is required when signing up for the free trial.
Contact us and we can help tailor a plan for you.
Yes, you can upgrade or downgrade your subscription plan from within your account at any time.
FileInvite uses a secure SSL/HTTPS connection. Every file is automatically encrypted when stored in the cloud as well as during upload. FileInvite is many times more secure than sending via normal unencrypted email.
Give us a call or contact us and we can arrange a plan for you.
Instant 14 day access. No credit card required.
Most Popular | ||||
---|---|---|---|---|
![]() Lite |
![]() Pro |
![]() Multi |
![]() Enterprise |
|
Number of Invites per month
The number of file invites you can send per month
|
10 | 25 | 150 | Custom |
Number of Users
The number of users included in your plan
|
1 | 1 | 3 | Custom |
Storage
The amount of file storage included in your plan
|
10 GB | 25 GB | 50 GB | 200 GB |
SMS
The number of SMS client notifications and account alert messages included in your plan. Additional bundles can be purchased on all plans
|
Purchasable | 25 Per Month | 150 Per Month | Custom Volumes |
Email Reminders
The system will automatically chase your clients documents for you with email reminders before and after the due date
|
||||
Templates
Save regular requests for documents in templates. You can request documents in seconds
|
||||
Auto PDF Conversion
Uploaded files are automatically converted to PDF and collated for you
|
||||
Addons Available
Access to add the Mortgage Addon to your plan
|
||||
Live Forms
Upload your documents and create online fillable forms with ease
|
||||
E-Signature
Paperless signing with E-Signature technology
|
||||
Cloud Storage Sync
Automatically sync files with Dropbox, Google Drive and other cloud drives
|
||||
Integrate With Zapier
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
|
||||
Branded Invites
Brand invite emails and the secure customer portal with your company logo and colors
|
||||
Branded Client Portal
Add your logo, company name and change the portal colors to match your brand
|
||||
Scheduled Invites
Regularly send invitations to a contact each week, month or year
|
||||
Send Bulk Invites
Send multiple invites to multiple contacts in one go
|
||||
Create Additional Users
Create additional users within your account
|
||||
Send As Another User
Send invites on behalf of another user. Great for admin back office staff
|
||||
Team Collaboration
Share data, templates, contacts and more across your whole company or in teams
|
||||
White Label
Remove all references to fileinvite.com in the client view. Optional custom domain is available
|
||||
Dedicated Account Manager
A Customer Success Manager dedicated to your account and support
|
||||
Private API
Private API available to connect with your existing and future systems
|
||||
99.9% Uptime Guarantee
Our (SLA) for customers on our Enterprise plan guarantees a 99.9% monthly uptime
|
||||
With Mortgage Add On
The Mortgage Broker Add on enables the following features with each plan
|
||||
Online Mortgage Forms
Prebuilt templates for fillable fact find forms and 1003s
|
||||
TFN Redaction - Australia (BETA)
Automated redaction of Australian Tax File Numbers from documents
|
||||
Aggregator & CRM Integration
Prebuilt Zapier templates to pull data from CRM systems and aggregators
|
||||
Bank Statement Retrieval
Easily get the right bank statements using BankStatements, Cashdeck and CreditSense integrations
|
||||
Client Referral Engine
Use our feedback engine to automatically collect reviews and referrals from your clients!
|
||||
Growth Group Membership
Learn, refer and grow your mortgage business with our private Mortgage Broker Growth Group
|
Number of Invites per month
Number of Users
Storage
SMS
Email Reminders
Templates
Auto PDF Conversion
Addons Available
Live Forms
E-Signature
Cloud Storage Sync
Integrate With Zapier
Branded Invites
Branded Client Portal
Scheduled Invites
Send Bulk Invites
Create Additional Users
Send As Another User
Team Collaboration
White Label
Dedicated Account Manager
Private API
AD & SSO
User Permissions
Reporting
SMTP
99.9% Uptime Guarantee
With Mortgage Add On
Online Mortgage Forms
TFN Redaction - Australia (BETA)
Aggregator & CRM Integration
Bank Statement Retrieval
Client Referral Engine
Growth Group Membership