ManyRequests From $39/mo 9.0 Visit FileInvite
fileinvite.com
Spec sheet
- Purpose
- FileInvite is a document collection platform built for commercial and complex lending workflows.Read 29 Sep 2026 · fileinvite.com
- Free plan
- NoRead 21 Sep 2026 · fileinvite.com
- Integrations
- The site lists SharePoint, OneDrive, Box, and Google Drive for storage, Salesforce and HubSpot for connected workflows, and an API for custom integrations.Read 29 Sep 2026 · fileinvite.com
- Security
- FileInvite states that it is SOC 2 Type II compliant and uses 256-bit encryption for data in transit and at rest.Read 29 Sep 2026 · fileinvite.com
- Headquarters
- Auckland, New ZealandRead 28 Sep 2026 · fileinvite.com
- Founded
- 2015Read 28 Sep 2026 · fileinvite.com
- Access controls
- The product page says borrower portals can be open or password protected, with internal roles and permissions configurable by the organization.Read 29 Sep 2026 · fileinvite.com
- Automation
- Templates automate document requests, reminders, file naming, and status updates, while AI email intake matches forwarded documents to the relevant customer, loan, and request.Read 29 Sep 2026 · fileinvite.com
- Availability
- The product page states a 99.9% uptime guarantee.Read 29 Sep 2026 · fileinvite.com
- Company and audience
- FileInvite says banks, credit unions, and commercial lenders use its service for document collection in complex lending.Read 29 Sep 2026 · fileinvite.com
- Core workflow
- It gives lenders a portal to request and collect documents from borrowers, guarantors, brokers, and other parties.Read 29 Sep 2026 · fileinvite.com
- Founder and year
- The About page identifies James Sampson as founder and says FileInvite was built in 2015.Read 29 Sep 2026 · fileinvite.com
- Hosting and compliance
- The security page says FileInvite runs on AWS and describes GDPR compliance and SOC 2 audits.Read 29 Sep 2026 · fileinvite.com
- Implementation
- The pricing page describes a typical implementation period of 2–4 weeks.Read 29 Sep 2026 · fileinvite.com
- Pricing limit
- The standard plan is intended for lenders processing up to 100 typical commercial loans annually; higher-volume lenders are directed to Enterprise pricing.Read 29 Sep 2026 · fileinvite.com
- Review and signing
- Lenders can review and approve or reject submitted documents, and borrowers can complete forms and sign documents through a secure link.Read 29 Sep 2026 · fileinvite.com
- Support resources
- The site links to a Help Center for product guidance and feature documentation.Read 29 Sep 2026 · fileinvite.com
Plans and prices
Standard Plans $9,900 a year Starting from USD$9,900/year; plans are billed annually Up to 100 typical commercial loans annually Read 21 Sep 2026 · fileinvite.com
Standard plans $9,900 a year Annually; starting from Up to 100 typical commercial loans annually Read 29 Sep 2026 · fileinvite.com
Enterprise plans Priced on request Talk to us for a quote More than 100 typical commercial loans annually; loan servicing and multi-party collaboration Read 29 Sep 2026 · fileinvite.com
Where Specifiction places it
- Client Portal Software#7 of 178.1
- File transfer services#55 of 1058.0
- Document Workflow Software#18 of 328.0
