FileInvite will transform the way you collect information from your clients – hassle free and on time. No longer do you have to receive multiple emails from clients, files that are too big, the wrong data, late files and sometimes nothing at all.
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.
Company Details
- Employees
- 34
- Founded
- -
- Address
- 8 Rockridge Avenue,
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- http://www.fileinvite.com
- Keywords
- document collection, digital signatures, secure client portals, CRM Enrichment, workflow automation, onboarding, lending.
- HQ
- Auckland
Fileinvite Questions
Fileinvite's website is http://www.fileinvite.com
Fileinvite's LinkedIn profile is https://www.linkedin.com/company/fileinvite
Fileinvite has
34 employees.
View email and phone details for 34
employees at Fileinvite.
Fileinvite's industry is
Software Development
Fileinvite's top competitors are
Ambit Ai,
Harper,
Vendorsage,
Stashpad,
Nimbal | Ai Agents For Testing,
Groov,
Potentia,
Zyber - Shopify Plus Partner,
Auror,
Hnry.
Fileinvite's categories are Software Development
Fileinvite's founding year is 2015
