Pricing for teams managing complex lending

FAQ

• How much does FileInvite cost for commercial lenders?

  FileInvite for commercial lenders starts from USD $9,900 per year for lenders processing up to 100 typical commercial loans annually. For lenders processing more than 100 loans annually, or those servicing loans and collaborating with multiple parties, we offer Enterprise plans priced based on your specific volume and requirements. All plans include secure document collection, automated reminders, and progress tracking designed for commercial lending workflows. Most commercial lenders see ROI within the first few months through time savings alone, and our customers save 10.5 hours per week per user, which quickly offsets the subscription cost. Click Get Started or contact our sales team for a custom quote based on your organization's needs.

• How is pricing calculated for commercial lending organizations?

  Pricing is based on your annual loan volume. Our standard plan starts at USD $9,900 per year and is designed for lenders processing up to 100 typical commercial loans annually. For higher volume lenders or those with more complex requirements such as multi-party collaboration and loan servicing, our Enterprise plans are priced based on your specific volume, team size, integration requirements, and workflow needs. Click Get Started or use the contact form on this page and we'll provide transparent pricing and a projected ROI based on your organization's profile.

• Are there setup fees or long-term contracts?

  Plans are billed annually. Setup costs vary depending on implementation complexity, including factors like custom template development, system integrations, and training requirements. Contact our sales team via Get Started or the form on this page for detailed pricing specific to your implementation scope. We're transparent about all costs upfront so you can budget appropriately and understand the total investment required to get your team up and running successfully.

• What happens if our lending volume grows beyond our plan limits?

  As your lending volume grows beyond 100 loans annually, we'll work with you to transition to an Enterprise plan that matches your scale. Enterprise plans offer expanded capacity, multi-party collaboration tools, loan servicing support, and dedicated support with custom pricing based on your specific needs. Our goal is to grow with your organization and ensure FileInvite continues to deliver value as your business scales. Reach out via Get Started or the contact form on this page to discuss your options.

• Can we switch plans as our lending operations scale?

  Yes. Many commercial lenders start with our standard plan on a specific loan type or within one department before rolling out organization-wide. Our plan structure makes it straightforward to start at USD $9,900 per year and move to an Enterprise plan as your volume grows and you expand adoption across your organization. Your account manager will work with you at renewal to ensure you're on the right plan for your current and anticipated needs.

• What integrations are included for commercial lenders?

  All plans include cloud storage integrations with OneDrive for Business, Google Drive, and Box to automatically sync collected documents to your existing file storage systems. Enterprise plans extend this with additional integration options including SharePoint and connected workflow integrations with CRM and loan origination systems. We also offer API access and custom development on Enterprise for organizations with bespoke or proprietary system requirements. Our integration capabilities ensure FileInvite fits seamlessly into your existing technology stack. Contact our sales team via Get Started to discuss your specific integration needs.

• What payment methods do you accept?

  We accept major credit cards, ACH transfers, and wire transfers. Annual plans can be invoiced to accommodate your organization's procurement and accounting processes. Use the contact form on this page to discuss payment options and terms that align with your budgeting and approval processes.