- Case Studies
Hear from just a few of our thousands of happy customers.
Our business is growing and we're about to take the exciting step of moving out of our home and shared offices into our very own office space. An important component enabling our business to expand is the ability to share information and documents between our clients and every member of our growing team. FileInvite has been a vital tool empowering our clients to easily provide us with the documents and information we need. Our clients also love the simplicity and flexibility of FileInvite - and everyone always knows what information is outstanding. We love FileInvite!
Mortgage Broker and Adviser
Director of Client Success
Keeps all the documents I need precisely where I need them and allows me to create my own templates. Increased productivity. Decreased frustration.
Secure docs and conversion to PDF is great. This has been a helpful tool that has cut down on time and made it streamlined to review docs. Integration with google drive is also convenient.
I love the fact that you can receive larger documents all at once, as opposed to having to break them up by sending via email." There's no down sides that I could finds and it does everything I need.
Director of Marketing
FileInvite is an easy way to share the documents and it also saves time in file organization. I can keep all my documents precisely where I need them and I can make my own templates. The best feature of this software is its user interface. It is very easy to use and it is an effective way to improve productivity. Integration with Google Drive is also very convenient. The software is easy to set up and amend.
Great customer service. They responded so quickly to my questions and concerns. Great software.
Mortgage Loan Officer
I keep files out of my inbox and easily managed with FileInvite. It sets auto reminders for my clients and I can customise the list of items I'm asking for to simplify the process. It also links to my other software like Box, Dropbox and Google Drive.
I love the "set it and forget it" model. Projects that used to take hours of follow-up to get all the necessary components are now done with a minimum expense of my time: maybe 3 minutes to set up, and another few to download everything once it's returned. The software takes care of sending reminders to my collaborators, and I get to maintain better relationships.
Kate Rae Davis
Director of Leadership Development
Its intuitive and simple to use for both our business and clients. The setup was very easy and our team adopted it very quickly without much fuss. Saves us a lot of time!!!
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