FileInvite
5.0 out of 5 starsRatings and Reviews 3 Ratings
Ratings and Reviews 0 Ratings
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What is FileInvite?
Cease the relentless pursuit of documents from your clients. Effortlessly obtain files, forms, and digital signatures by requesting them with set deadlines, allowing for a significant reduction in time spent as responses flow back to you seamlessly.
What makes FileInvite the preferred choice for our clients?
1. Users of FileInvite have noted an impressive average reduction of 34% in the time it takes to receive documents after utilizing our collection system, with some reporting time savings as high as 87.5%.
2. The platform simplifies the process for your clients, cutting down the number of steps required by as much as five times compared to traditional email requests. Experience the advantages of a customer-focused approach to document gathering for your enterprise.
3. Our dedicated customer support team places your success at the forefront. FileInvite has earned a 5-star rating from over 100 reviews on Capterra, reflecting our commitment to exceptional service.
Recognized by businesses of all sizes globally, FileInvite stands at the forefront of document collection solutions designed for customer-oriented companies. You can explore FileInvite free for 14 days with no need for a credit card.
In just five minutes, you can send your first Invite after signing up for a complimentary account, making it easier than ever to streamline your document collection process. Don't miss out on this opportunity to enhance your efficiency!
What is File Request Pro?
Collecting electronic files from clients can pose significant challenges due to different software preferences and the often disorganized nature of email, which is typically not secure. By implementing a tailored upload page featuring easy drag-and-drop functionality, you can simplify the process of gathering and sorting files. This innovation allows you to prioritize more important tasks while reducing worries about logistics and security. As a result, you can easily collect digital documents, images, and videos from your clients, regardless of the software they use, ensuring that all submissions are securely saved in your cloud storage categorized under each client’s name. This not only removes the frustration associated with lost files but also eliminates the lengthy searches that can accompany traditional methods. File Request Pro integrates smoothly with services like OneDrive, SharePoint, Google Drive, and Google Docs, enabling quick setup in just five minutes. You can systematically arrange essential documents such as personal details, bank statements, and various financial records directly within your cloud storage. By enhancing the customer experience, you are able to dedicate more time to your core business activities, particularly in the areas of lending and mortgage services. This ensures that you can focus on finalizing deals rather than being overwhelmed by paperwork, allowing for a swift collection and organization of crucial documents like identification, pay slips, and bank statements, which further streamlines your workflow. Moreover, a seamless submission process can greatly enhance client satisfaction, cultivating stronger professional relationships and encouraging repeat business in the future.
Integrations Supported
Dropbox
Google Drive
Microsoft OneDrive
Zapier
Axis LMS
Box
HubSpot CRM
Salesforce
Integrations Supported
Dropbox
Google Drive
Microsoft OneDrive
Zapier
Microsoft SharePoint
Squarespace
API Availability
Has API
API Availability
Has API
Pricing Information
$829/mo
Pricing Information
$49 per month
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Company Facts
Organization Name
FileInvite
Date Founded
2014
Company Location
New Zealand, United States
Company Website
www.fileinvite.com
Company Facts
Organization Name
File Request Pro
Date Founded
2019
Company Location
United States
Company Website
filerequestpro.com
Categories and Features
Admissions and Enrollment
Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Forms Management
Self Service Portal
Commercial Loan
Audit Trail
Dashboard
Document Management
Pipeline Management
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Document Collaboration
Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
Version Control
Workflow / Approval Process
Document Collection
Not specified
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Offline Access
Optical Character Recognition
Version Control
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Version Control
Loan Origination
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Loan Processing
Online Application
Loan Servicing
Application Management
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Loan Processing
Student Loans
Mortgage and Loans
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Onboarding
Document Management
Electronic Forms
Electronic Signature
Employee Portal
File Management
Self Service Portal
Tax Forms
Training Management
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
No-Code
Third Party Integrations
Workflow Configuration
Categories and Features
Document Collection
Not specified
Portal
Not specified