- Case Studies
Automating your client data and document collection enables your team to focus on deepening their client relationships, close more deals, or do whatever else they can do with the extra 2 hours that they'll save from each application.
Rated 4.7/5 across G2 & Capterra, with over 700 customers in 27 countries.
We save professionals time and businesses money by automating their document and data collection.
With over 700,00 individual client portals served, and over 24,000 5-star reviews from consumers (your clients) - we get the importance of a great customer experience.
Don't disrupt the flow of your team by introducing just another tool. FileInvite integrates with the tools you already use to accelerate your time-to-value. Happier staff. Happier clients.
Create, share and complete online forms with digital signatures.
Automate your document creation and collection with FileInvite Templates. Once approved, client data can then be passed to your CRM.
Set due dates, schedule requests, and automate client reminders. Clients will securely return information back to you faster than email.
Mortgage Supply Co