FileInvite Review

FileInvite is an information and document request solution for any business that wants to automate the process on a customer base. Offering particular suitability to those industries involved in financial services, lending and mortgage applications, the software is open to everyone with scalable subscription-based pricing. The service promises greater security on data transmission and storage than traditional email methods, adding SSL/HTTPS encryption to keep sensitive information confidential. This, coupled with the ability to make multiple requests at once while tracking progress, allows for a more efficient approach to data collection. You can set up automatic email reminders to request timely customer completion based on set due dates.


This video shows the main changes and new releases of this loan origination and data storage software:


  • Create digital versions of your paper application forms and have your clients complete them online. Use our templates or upload your own PDF forms and go paperless so clients can answer questions in context
  • Get e-signatures on contracts with digital signature authentication. Even have multiple parties sign, without installing adobe acrobat or other PDF software
  • Easily re-purpose all the data you collect via forms by downloading the completed PDF file or a CSV file with all data points
  • Great for calculations or importing to other systems
  • Provide your customers with a safe and intuitive way to upload data
  • Get documents on time with automatic due dates and reminders
  • Gain visibly across all your lending pipeline. See where every deal is at in the process and eliminate double handling in your administrative workflows
  • Help your loan officers close 30% more deals on average, drastically improving your sales velocity.
  • Get more deals and improve the customer experience to
    turn those deals into full-fledged, referring customers
  • Accessed in seconds on any device our remote, contactless client portal makes a great first impression with clients.


Uploaded content and files are securely stored for download via FileInvite, loan origination and archiving data software, and automatically synchronized with cloud storage, including Dropbox.

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You may also be interested in: The Nortridge Loan System

UsabilitY: 9 /10 Speed: 9 /10 Features: 8 /10 Support: 8 /10 Pricing: 7.5 /10

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