Try us out now for free

Free 14-day trial. No credit card required. All features included.

Plans

Save up to 20% by paying annually.

 Prices are in USD.  

 

Lite

Starter Value

$ 1512 

per month paid annually

per month

10 Total Invites Per Month

120 Total Invites Per Year

Automatic Reminders
Templates
Auto PDF Conversion

Pro

Professionals

$ 3528

per month paid annually

per month


Everything in Lite, plus:

25 Total Invites Per Month

300 Total Invites Per Year

Addons Available
Live Forms + E-Signature
Cloud Storage Sync
Integrate with Zapier
Branded Invites

Multi

Teams & Offices

$ 7568 

per month paid annually

per month


Everything in Pro, plus:

150 Total Invites Per Month

1800 Total Invites Per Year

3 Users Included
Create Additional Users
Send as Another User
Team Collaboration
White Label

Enterprise

Organisations

$ POA

per month paid annually


Everything in Multi, plus:

Custom Invites Per Month
Dedicated Account Manager
Private API
99.9% Uptime Guarantee
 

 


Add ons

Mortgage Package

combines with plan

$ 15 

per user


 
 

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 plan icon

Lite

pro plan icon

Pro

multi plan icon

Multi

enterprise plan icon

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?

Contact us and we can help tailor a plan for you.