FileInvite
Category: Compliance Management
Rated 4.7/5 from 98 ratings.
FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and lending teams in mind, FileInvite provides a secure client portal that simplifies document intake from any device. It features online forms with digital signing, reusable templates, and automated reminders to reduce follow-ups and accelerate processing. An intuitive admin dashboard gives teams full visibility and control over document requests, while integrations with platforms like Salesforce, HubSpot, SharePoint, Google Drive, and more enable seamless workflows with existing systems. Trusted by banks, credit unions, and professional service firms, FileInvite helps reduce loan cycle times, save hours of admin per week, and maintain compliance with SOC 2 Type 2 and GDPR standards.
Website: https://www.fileinvite.com/
Key Features
- Alerts/Notifications
- Archiving & Retention
- Audit Trail
- Customizable Templates
- Document Capture
- Document Generation
- Secure Data Storage
- Workflow Management
- File Sharing
- Document Storage
- File Conversion
- Drag & Drop
- Collaboration Tools
- Full Text Search
- Access Controls/Permissions
- Version Control
- Document Classification
- Electronic Signature
- Task Management
- Activity Tracking
Integrations
- Google Drive
- Dropbox Business
- OneDrive
- Box
- HubSpot CRM
Review Summary
Overall, users express a positive sentiment towards FileInvite, praising its ease of use, efficiency in document collection, and responsive support. However, they also highlight some limitations and areas for improvement, particularly regarding the number of invites and additional features.
Pros
- Easy to use
- Great and responsive support team
- Facilitates quick document collection
- Automated reminders and notifications
- Customizable branding options
Cons
- Limited number of requests per month
- Difficulty in transferring invites to colleagues
- Confusing status indicators
- Some required documents in templates may not be needed
- Need for additional features like workflows and timestamps