Online Mortgage Forms - Prebuilt templates for fillable fact find forms and 1003s.
TFN Redaction - Automated redaction of Australian Tax File Number from documents (BETA).
Aggregator & CRM Integration -Prebuilt Zapier templates to pull data from CRM systems and aggregators.
Bank Statement Retrieval - Using BankStatements, CashDeck and CreditSense integrations.
Client Referral Engine - Use our feedback engine to automatically collect reviews and referrals from your clients!
Exclusive Access To Growth Group - Learn, refer and grow your mortgage business with our private broker group.
Prices are in USD. New Zealand pricing excludes GST.
Compare all plans and features
Most Popular
Lite
Pro
Multi
Enterprise
Number of Invites per month
10
25
150
Custom
Number of Users
1
1
3
Custom
Storage
10 GB
25 GB
50 GB
200 GB
SMS
Purchasable
25 Per Month
150 Per Month
Custom Volumes
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
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
Start your trial today!
Try out all the features FREE for 14 days.
Frequently Asked Questions
What is an Invite?
An Invite is what you send to your clients to request information and files. You can specify the information you need and due date.
Can you link to my existing CRM?
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.
Do you offer a trial period?
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.
How secure is FileInvite?
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.
Can I change my plan later?
Yes, you can upgrade or downgrade your subscription plan from within your account at any time.
Am I locked into a contract?
No, FileInvite is a pay as you go service. You can cancel at any time if you wish.
What if I need more storage, invites or SMS?
Give us a call or contact us and we can arrange a plan for you.
Can I use FileInvite just quarterly, biannually or annually?
