Experience Seamless Client Onboarding

 

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FileInvite Demo 2022

 

The Smart Client Data and Document Collection Platform

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.

FileInvite Product - Customers Solid
34% Average Increase in Team Productivity
Workflow Automation

Proven Results

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.

Secure Client Portal

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. 

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24,000+ 5-Star Reviews
From Your Clients
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Natively Integrated with Your Existing Tools
Your Client Data Protected

Integrations For Your Existing Workflows

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.

 
e-signatures

e-Signatures

Create, share and complete online forms with digital signatures.

Smart PDF Forms

Smart PDF Forms

Automate your document creation and collection with FileInvite Templates. Once approved, client data can then be passed to your CRM.

Automated Client Reminders

Automated Reminders

Set due dates, schedule requests, and automate client reminders. Clients will securely return information back to you faster than email.

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Instant 14-day access. No credit card required. 

You're in Good Company

Youre in Good Company

 

Success Stories

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It's saving us a massive amount of time.
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David Windler

Mortgage Supply Co

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It starts things off on the right foot.
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Alexandra Jumper

Aprio Cloud

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Takes the pain out of the process for clients.
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Patrick O'Brien

Mortgage World

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Before FileInvite was like the dark ages.
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Sarah Bloxham

Let's Talk

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Our clients love the simplicity and flexibility.
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Michele Mansfield

Equity Vision

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