About FileInvite
FileInvite is a document collection software platform from FileInvite that supports secure document retrieval from clients. It combines faster document turnaround times, improved operational efficiencies, and a better customer use so users can close loans more quickly and efficiently. FileInvite provides a secure workflow that eliminates email chaos, thus enabling organizations to manage client documentation effectively. With FileInvite, users can expedite the loan process and ensure a consistent use for clients, boosting their confidence in document handling. Key capabilities: document collection pricing plans operational efficiency customer use security Best for: banks, credit unions, and brokers that need to simplify document collection processes.
FileInvite is a cloud-based platform designed to simplify and secure document collection for businesses across various industries. By providing a user-friendly portal for clients to upload documents, it helps companies reduce the time spent chasing paperwork, improving efficiency by up to 80%. The platform is compatible with both desktop and mobile devices, ensuring ease of access for clients from anywhere. FileInvite prioritizes security with its SOC-2 Type 2, GDPR, HIPAA, and FERPA compliance, making it a trusted solution for managing sensitive data in fields like finance, legal services, education, and accounting. The platform integrates seamlessly with popular cloud storage solutions like Dropbox, Google Drive, and OneDrive, while also offering a robust API for customized enterprise integration. Businesses can automate document collection into their existing workflows, whether it's for loan origination or customer relationship management. Features like digital signatures, fillable forms, smart notifications, and an admin dashboard streamline the document collection process, minimizing manual follow-ups and allowing companies to manage everything from a single interface. Pre-built templates further expedite workflows by allowing users to create standardized document requests quickly.
Pros & Cons
- Streamlines the admissions process by automating document collection and organization
- Enhances data security through encrypted file storage and transmission
- Increases efficiency by facilitating collaboration and remote access to files
- Simplifies document generation and management for loan applications
- Expedites loan origination and servicing with automated workflows and approvals
- Pricing is customized and may vary for smaller businesses
- Initial setup may require training for complex workflows
Features
Key features
A secure portal that clients can access from any device to upload and submit documents.
Allows customers to securely sign documents without third-party software.
Digital versions of paper forms that clients can complete online.
SOC 2 Type II compliant, with a 99.9% uptime guarantee.
Automates client reminders about due dates for document submissions.
Centralized platform for reviewing, approving, and managing document requests.
Pre-built document request templates for faster processing.
Seamless integration with cloud storage and enterprise systems via the FileInvite API.
Additional features
Secure access for clients to upload documents.
Built-in electronic signature tool for secure document signing.
Digital forms that clients can complete online.
High-level security protocols, including SOC 2 Type II compliance.
Automated follow-ups with clients for document requests.
All-in-one dashboard to manage document workflows.
Save time with pre-configured templates for document requests.
Connects with cloud storage and integrates with enterprise software through API.
Reduce manual work by automating document collection and reminders.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About FileInvite
FileInvite is a document collection software platform from FileInvite that supports secure document retrieval from clients. It combines faster document turnaround times, improved operational efficiencies, and a better customer use so users can close loans more quickly and efficiently. FileInvite provides a secure workflow that eliminates email chaos, thus enabling organizations to manage client documentation effectively. With FileInvite, users can expedite the loan process and ensure a consistent use for clients, boosting their confidence in document handling. Key capabilities: document collection pricing plans operational efficiency customer use security Best for: banks, credit unions, and brokers that need to simplify document collection processes.
FileInvite Details
FileInvite's In-App Market Place
Does FileInvite have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
4
Mini Apps
Digital Signatures
Fillable Forms
Smart Notifications
Templates
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), NZD ($)
Pros & Cons
- Streamlines the admissions process by automating document collection and organization
- Enhances data security through encrypted file storage and transmission
- Increases efficiency by facilitating collaboration and remote access to files
- Simplifies document generation and management for loan applications
- Expedites loan origination and servicing with automated workflows and approvals
- Pricing is customized and may vary for smaller businesses
- Initial setup may require training for complex workflows
FileInvite's Support Options
FileInvite's Alternatives
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