Collecting loan documents is a headache!

You need documents and files, so you send an email...


Next thing...

  • Emails Bounce
  • Files are too big
  • Customers do nothing
  • Emails get lost
  • Files are incorrect
  • Your inbox is a mess
  • You chase clients

You waste time...

and lose clients!

There's now a simple automated solution!


Signature_top Low-resolution-FileInvite-transparent-background-Logo


Start your free trial!

No Credit Card Required. All Features Included. 


Smart institutions

use FileInvite!


5 Star User Reviews


Clients love it we love it

Pat Cranshaw - Australia


Great value for the price!

Chris Rivers - USA


Helps me share the workload

Jill Pollack - Canada


Fantastic way to gather documents

James Kingscote New Zealand


Easy and safe to use

Lynne Ruddock - Australia



How it works

HubSpot Video


Automated client data and document collection on one smart platform

Collect documents swiftly and efficiently, wherever your clients may be. 

FileInvite is designed to achieve exactly this. Through a range of powerful features — supported by our API and multi-system integrations — we streamline the entire process of client data and document collection. Efficiency, effectiveness, security and compliance are all within your grasp when you put our smart platform to work.

Here's how FileInvite will save you hours in chasing clients for document.

Send Invites
Auto Follow Up

Send Invites and automate reminders

Keep your clients in the loop with automated email and SMS reminders and updates.

Invite your customers to submit data using email and SMS.  Set a due date and FileInvite sends follow up reminders to them automatically. 

Collect client data, sign contracts, and request supporting documents

Use templates and automated features to quickly craft, generate and send information requests. 

Direct customers to the FileInvite client portal, where they can upload documents, complete forms, sign contracts and check their progress.

Digital Signatures
Forms & Documents
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Central Dashboard
Admin Portal

Manage it all in one dashboard

Eliminate stress and anxiety for everyone involved — staff, clients, and yourself included!

Approve, reject or request replacements, until you receive the right documents. See where every client is at using our central dashboard.

Native Integrations, Zapier and API

Free up your staff to focus on more important aspects of your business, supporting higher-value tasks and reducing admin costs.

Seamlessly sync returned information with your cloud storage service, aggregator or CRM.

API, Integrations and Zapier
API & Zapier
Native Integrations

Plans from only

$12 per month


  • Request Documents
  • Send Documents
  • Automated Reminders
  • Document Approval
  • Auto PDF Conversion
  • Cloud Drive Sync
  • E-Signature
  • Large File Support
  • Audit Trail
Start Your Free Trial!
Instant 14-day access. No credit card required. 
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