FileInvite Company Profile, Contacts & Intelligence

FileInvite Overview

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.

Headquarters

8 Rockridge Avenue

Website

www.fileinvite.com

Industry

Software Development

Founded

2015

NAICS

Software Publishers

FileInvite Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

FileInvite People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

FileInvite Workforce Composition

Seniority breakdown across 3 visible profiles.

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