Choose the right plan for you

Save up to 20% by paying annually  |  Prices are in USD



per month paid annually

per month

Perfect start to sort your data and document collection.
  • 120 Total Invites Per Year
  • Automatic Reminders
  • Templates
  • Auto PDF Conversion



per month paid annually

per month

Perfect for professionals to enhance their end to end workflows.

Everything in Lite, plus:

  • 300 Total Invites Per Year
  • Addons Available
  • Live Forms + eSignature
  • Cloud Storage Sync
  • Integrate With Zapier
  • Branded Invites



per month paid annually

per month

Perfect to scale across offices, departments and countries.

Everything in Multi, plus:

  • Custom Invite Volumes
  • Dedicated Account Manager
  • Private API
  • 99.9% Uptime Guarantee
  • Enterprise Cloud
  • AD & SSO

Add ons

Mortgage Package

combines with Pro plan and above


Prices are in USD.  New Zealand pricing excludes GST.


Frequently Asked Questions

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Compare all plans and features

Number of Invites per month

The number of file invites you can send per month

Number of Users

The number of users included in your plan


The amount of file storage included in your plan


The number of SMS client notifications and account alert messages included in your plan. Additional bundles can be purchased on all plans

Email Reminders

The system will automatically chase your clients documents for you with email reminders before and after the due date


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


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 integration

Branded Invites

Brand invite emails and the secure customer portal with your company logo and colors

Branded Client Portal

Brand invite emails and the secure customer portal with your company logo and colors

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 in the client view. Optional custom domain is available. home

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


Active Directory and Single Sign On.

User Permissions

Set user access to funtions with advanced granularity for groups and individuals


Gain insights into messages, invites and other activity by users and groups of users


Have client notifications come direct from your own email servers

99.9% Uptime Guarantee

Our (SLA) for customers on our Enterprise plan guarantees a 99.9% monthly uptime

With Mortgage Add On

The Mortgage 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

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
  • Lite
  • Pro
  • Multi
  • Enterprise
  • Lite
  • Pro
  • Multi
  • Enterprise
  • 10
  • 25
  • 150
  • Custom
  • 1
  • 1
  • 3
  • Custom
  • 10 GB
  • 25 GB
  • 50 GB
  • 200 GB
  • Purchasable
  • 25 Per Month
  • 150 Per Month
  • Custom Volumes