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Software Status:Active

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

Vendor
FileInvite
Year Launched
2014
Location
1800 Wazee Street, Suite 300, Denver, CO, 80202 8 Rockridge Avenue, Penrose, Auckland 1061, NZ
Deployment
cloud
Training Options
documentation, videos, live online
Countries Served
All Countries.
Languages
English
Users
Admissions Administrator, Loan Officer, Compliance Officer, HR Manager, Mortgage Broker, Sales Representative, Legal Counsel, Accountant, IT Administrator, Operations Manager, CEO, CFO, Loan Processor, Real Estate Agent, Recruiter, Project Manager.
Industries Served
Banking and Financial Services, Mortgage Lending, Accounting and Bookkeeping, Legal Services, Education, Enterprise Organizations
Tags
Secure Document Collection, Automation, Digital Signatures, Compliance, CRM/LOS Integration, Cloud Storage, Onboarding Automation, Client Experience

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

Free trial
Free version
Request a quote
Promo Offer

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

Chatbot

Available

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