DOCUMENT COLLECTION ON AUTOPILOT
Here's how FileInvite will save you hours in chasing clients for documents.
Invite your customers to submit data using email and SMS. Set a due date and FileInvite sends follow up reminders to them automatically.
Clients can complete forms, upload documents and even sign applications on their mobile or desktop.
Approve, reject or request replacements, until you receive the right documents. See where every client is at using our central dashboard.
Seamlessly send the documents and data you have collected to your CRM or Aggregator.
Plans from only
No Credit Card Required. All Features Included.