FileInvite Pricing | Monthly/Annual rates for Lite, Pro & Multi plans

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.

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.

Can I use FileInvite just quarterly, biannually or annually?

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.

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.

What if I need more storage, invites or SMS?

Give us a call or contact us and we can arrange a plan for you.

			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

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

Pricing

Lite

Pro

Multi

Enterprise

Add ons

Mortgage Package

Frequently Asked Questions

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