Pro
$49/ month
25 Invites / monthAn Invite is a package of requests sent via the FileInvite PortalTM
On average, Pro plan users save 2 hours per Invite
up to 20 requestsRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone per Invite 1 user included 50 SMS creditsWhen you send an Invite, Smart Notifications send timely reminders via email and SMS to collect information from someone.
Using smart SMS notifications is optional, but can significantly reduce the time and effort required to gather information. included
Perfect for getting started.
All Core Features
Advanced Features Enterprise Features
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Bank-Grade Security
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Access Cloud Storage Integrations
Multi
from $99/ month
50 Invites / monthAn Invite is a package of requests sent via the FileInvite PortalTM
On average, Multi plan users save 2 hours per Invite
up to 30 requestsRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone
An Invite is a package of requests sent via the FileInvite PortalTM per Invite 2 users included 100 SMS creditsWhen you send an Invite, Smart Notifications send timely reminders via email and SMS to collect information from someone.
Using smart SMS notifications is optional, but can significantly reduce the time and effort required to gather information. included
Perfect for growing teams.
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Everything in Pro, plus:
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Purchase Additional Invites & Users
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Access All Integrations
Multi+
+$49/ month
+ 25 Invites / monthFor every 25 Invites you purchase, you can add 1 additional user.
+ 1 additional user + 50 SMS creditsWhen you send an Invite, Smart Notifications send timely reminders via email and SMS to collect information from someone.
Using smart SMS notifications is optional, but can significantly reduce the time and effort required to gather information.
Only available in addition to the Multi base plan. Multi+ bundles are not applicable to Enterprise plans.
Business
Custom
From 100 Invites / monthOn average, Business plan users see 5X ROI per Invite sent
up to 50 requestsRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone
An Invite is a package of requests sent via the FileInvite PortalTM per Invite 10-40+ users 500 SMS creditsWhen you send an Invite, Smart Notifications send timely reminders via email and SMS to collect information from someone.
Using smart SMS notifications is optional, but can significantly reduce the time and effort required to gather information. included
Perfect for businesses looking to scale.
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Robust API Suite
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Advanced Account Administration
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Advanced Admin & Permissions
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Custom Invites & User Limits
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Whitelabel
Enterprise
Custom
Custom Invite volumesOn average, Enterprise plan users see 7X ROI per Invite sent
Custom requestRequests are individual files, documents, images, and fillable forms with digital signatures that you want to collect from someone volumes Custom user volumes Custom contactContacts are individuals who you want to request information from volumes
Perfect for organizations with high request volumes and complex requirements.
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Dedicated Service & Support
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Custom Integrations
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Enterprise Cloud
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SMTP Email Routing
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SSO SAML
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Custom Folder Structure for Cloud
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99.9% Uptime Guarantee
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Liability Insurance
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FileInvite Portal™
The system will automatically chase your client documents for you with email reminders before and after the due date
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Smart Notifications
The system will automatically chase your client documents for you with email reminders before and after the due date
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Invite Templates
Save regular requests in templates, so you can request documents in seconds
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Request Templates
Save regular requests in templates, so you can request documents in seconds
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Automatic PDF Conversion
Uploaded files are automatically converted to PDF and collated for you
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Live Forms
Upload your documents and create online fillable forms with ease
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Digital Signatures
Request Signatures from Clients
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Custom Branded Portal Add your logo, company name and change the portal colors to match your brand
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Team Collaboration
Automatically Sync Returned Files with Dropbox, Google Drive, Box, Onedrive and other Cloud Storage Services out-of-the-box
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Send as Another User
Send invites on behalf of another user. Great for admin/back-office staff
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Shared Invite Templates, Contacts & Data
Share templates, contacts and more across your whole company or in teams
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Transfer Invite Ownership
Native Integrations with BankStatements, Fortiro Protect, etc. are unlocked. See www.fileinvite.com/integrations for a full list of native integrations.
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Scheduled & Recurring Invites
Regularly schedule and/or send Invites to your contacts each week, month or year to request information
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Send Bulk Invites
Send multiple Invites to multiple contacts in one go
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Custom URLs
Deliver a consistent brand experience with custom URLs for client-facing portals.
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White Label Apply custom branding to all outgoing emails and the secure customer portal with your company logo and colors
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Create Additional Users
Create additional users within your account
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Shared Invite Templates, Contacts & Data
Share templates, contacts and more across your whole company or in teams
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Advanced Roles & Permissions
We specialize in boutique custom integrations for Financial Enterprises. Contact our Enterprise sales team to learn more.
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SMTP Email Routing
Simple Mail Transfer Protocol (SMTP) is the routing by which emails cross the Internet. As the name implies, it is a simple routing system in which the sender and the recipient of a message are specified.
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Enterprise Cloud
Hosted with AWS, your data is stored in our enterprise cloud, ensuring a seamless experience for your orginization.
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Custom Template Directory
Standardize Invite & Request Templates across teams and the organization. This feature alone has resulted in thousands of hours saved in large organizations.
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Custom Folder Structure for Cloud
FileInvite can plug into your existing folder structures. Design your workflow around your requirements, not ours.
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SSO SAML
Standardize Invite & Request Templates across teams and the organization. This feature alone has resulted in thousands of hours saved in large organizations.
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Liability Insurance
Standardize Invite & Request Templates across teams and the organization. This feature alone has resulted in thousands of hours saved in large organizations.
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Cloud Storage Integrations
Automatically Sync Returned Files with Dropbox, Google Drive, Box, Onedrive and other Cloud Storage Services out-of-the-box
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Google Drive Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Dropbox Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Box Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Onedrive Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Onedrive for Business Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Full Integrations Directory Access
Native Integrations with BankStatements, Fortiro Protect, etc. are unlocked. See www.fileinvite.com/integrations for a full list of native integrations.
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Zapier Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Bankstatements
Integration Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Fortiro Protect Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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CashDeck Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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CreditSense Integration
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Advanced Integration Capabilities
We specialize in boutique custom integrations for Financial Enterprises. Contact our Enterprise sales team to learn more.
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FileInvite API
Connect Fileinvite with thousands of other software platforms such as Salesforce, Pipedrive and more, using the zapier.com integration
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Private API
Access FileInvite's robust API to connect our document collection technology with your existing systems. Trusted by Aussie, LoanMarket & Mercedes.
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Custom Integrations Access FileInvite's robust API to connect our document collection technology with your existing systems. Trusted by Aussie, LoanMarket & Mercedes.
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Support
In English-speaking countries only. Support is available in French, Spanish, and Filipino during select hours.
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Standard |
Priority
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Priority
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VIP + SLA
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Executive Business Reviews
In English-speaking countries only. Support is available in French, Spanish, and Filipino during select hours.
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Up to 1 / year
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Up to 2 / year
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Up to 4 / year
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CSM Access
A Customer Success Manager dedicated to your account and support
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Office Hours
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Dedicated CSM | Dedicated CSM | |
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Custom Training & Onboarding
Your success is our success. Our renowned Customer Success & Implementation teams are adept at accommodating complex requirements for seamless implementations that consistently result in happy customers & engaged users.
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1 Session
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99.9% Uptime Guarantee
Our (SLA) for customers on our Enterprise plan guarantees a 99.9% monthly uptime
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Account Billing
Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.
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Custom Reviews & Referral
Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.
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Custom Implementation
Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.
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Advanced Custom Reporting
Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.
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Technical Support Consultant
Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.
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Security Review Collect reviews and referrals at the end of the document collection process. You can toggle this feature on and off as desired.
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Bank-grade security
Email is insecure and vulnerable, don't settle for less than FileInvite. A secure and reliable solution, FileInvite is SOC 2 Type 2 compliant, with 256-bit encryption, advanced user-provisioning, and has a 99.9% uptime guarantee.
"Sometimes there is an opportunity to work smarter rather than harder."
- Matt Nicolosi, VP and Director of Strategic Growth Initiatives
Software that scales with your business
FileInvite powers over two-thirds of brokered loans in Australasia.
The Zapier of document & PII collection; FileInvite plugs into your existing systems to enhance your workflow, not add to it.
99.9% uptime, guaranteed.
"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
Safer & faster than email
Send your first invite in 5 minutes. Enhance the experience of your staff and clients quickly by automating time-consuming administrative tasks.
FileInvite reduces the steps to a returned request by 5 times compared to requesting information via email. Get hours back each week.
"Sending reminder emails, sifting through attachments and chasing files distracts us from our core competencies. Using FileInvite eliminates this. It lets us focus on bringing insights and value to our clients."
Alexandra Jumper, Director of Client Success
What is an Invite?
When you want to collect information from someone, you create an 'Invite'. Within that 'Invite' you can request as many different files, documents or digital signatures as you need - those are called requests.
This is a single 'Invite' with 5 requests attached that has been sent to a client with a specified due date.
What if I need more users or SMS credits?
You're growing, that's great! It's easy to add additional users or SMS credits to your account if you're concerned that you may need more. Please contact sales or your dedicated account manager to discuss.
Can FileInvite sync with my cloud storage or CRM?
Most likely. We offer native integrations with Google Drive, Dropbox, Box, Onedrive, and many more. We also integrate with Zapier, which allows you to link FileInvite to over 750 different cloud systems.
What is a Request?
When you want to collect information from someone, you create an 'Invite'. Within that 'Invite' you can request as many different files, documents or digital signatures as you need - those are called requests.
This is a single 'Invite' with 5 requests attached that has been sent to a client with a specified due date.
What is a Contact?
Contacts are individuals (your clients or customers) who you want to request information from.
When you create a new Invite, you will specify which contact(s) you want to send your Invite to.
What is included in your free trial?
You have access to all FileInvite features during your free 14-day trial. No credit card is required when signing up for the free trial either.
How do I sign up to a paid plan?
Log in to FileInvite and click on 'Settings' on the left-hand side menu. This will open a drop-down, then select 'Plans & Billing', choose your preferred plan, enter your payment details and start your subscription.
Please contact sales if you have any custom requirements.
You can reach out to our support team using the chatbot below, or contact sales if you have any questions.
Can I change my plan later?
Yes, you can upgrade or downgrade your subscription plan from within your account at any time.
How secure is FileInvite?
FileInvite is SOC 2 Type 2 compliant. All sessions are run through a secure SSL/HTTPS connection. Every file is automatically encrypted when stored in the cloud as well as during upload. FileInvite is exponentially more secure than sending via normal unencrypted email.