[ FileInvite Reviews ](https://www.g2.com/products/fileinvite/reviews) [ FileInvite Reviews ](https://www.g2.com/products/fileinvite/reviews) # FileInvite Pricing Overview [Editedit](https://my.g2.com/fileinvite/pricings) ## FileInvite Pricing Key Insights Last updated on Apr 09, 2026 * * * FileInvite offers **2 pricing editions** , starting at **$9,900**. FileInvite pricing tiers are designed to support different usage levels and team sizes. FileInvite does not offer a **free trial**. Higher-tier plans are available via direct consultation with the vendor. Compare the FileInvite pricing table below to figure out the best fit for your needs. * * * Standard — $9,900 / Per Month Enterprise — Contact Us Rated 4.2 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Standard $9,900.00 Per Month For lenders processing up to 100 typical commercial loans annually - PDF Form-Fill: Collect completed forms from borrowers through the secure portal, no printing or scanning required. - Digital Signing: Request single or multi-party signatures on loan documents with legally binding eSignature technology. - Automatic PDF Conversion and File Renaming: Uploaded documents are automatically converted to PDF and renamed to your conventions. - Persistent Document Portal: A secure, dedicated portal that stays active throughout the loan process for both parties. - In-Portal Direct Messaging: Communicate with borrowers and brokers inside the portal, keeping all conversation history in one place. - One-Click Document Approval: Review, approve, or reject returned documents in a single click. - Reporting: Track document collection activity and outstanding requests across your loan portfolio. - Audit Trails and Compliance: A complete timestamped log of all document activity for regulatory compliance and internal reviews. - SOC 2 Type II Compliance: Bank-grade encryption and secure AWS hosting to protect sensitive borrower information. - Multi-Factor Authentication: An additional layer of login security to protect your team and borrower data. - Document Virus Detection: All uploaded files are automatically scanned for viruses before entering your workflow. - Roles and Permissions: Control what each team member can see and do within FileInvite. - Cloud Storage Integrations: Automatically sync collected documents to OneDrive, Google Drive, or Box. Show More Enterprise Contact Us For lenders processing more than 100 typical commercial loans annually, servicing loans and collaborating with multiple parties. - AI-Powered Email Document Intake: Automatically matches emailed documents to the correct customer, loan, and request. - Custom Branded Portal: Present borrowers with a portal that reflects your institution's brand. - Custom Domain: Host the borrower portal on your own domain for a fully branded experience. - Custom Automated Messaging: Tailor automated borrower reminders and notifications to your institution's tone. - Teams and Assignees: Assign loans and requests to specific team members for structured multi-party collaboration. - SharePoint Integration: Automatically sync collected documents directly to SharePoint. - Connected Workflow Integrations: Trigger document requests and manage workflows directly from Salesforce, HubSpot, and other CRMs. - FileInvite API: Connect FileInvite to proprietary systems for custom workflows and deeper integrations. - Management Insights: Track turnaround times, team performance, and bottlenecks across your lending portfolio. - Single Sign-On and Active Directory Access: FileInvite through your existing identity provider, meeting enterprise IT requirements. Show More FileInvite for commercial lenders starts from $9,900 per year for teams processing up to 100 commercial loans annually. Enterprise plans are available for higher volume lenders or those with more complex requirements such as multi-party collaboration, loan servicing, and advanced integrations. Enterprise pricing is based on your specific loan volume, team size, and workflow needs. All plans include secure document collection, automated reminders, audit trails, and SOC 2 Type II compliance. Plans are billed annually. Setup costs vary depending on implementation scope. Most lenders are fully operational within 2 to 4 weeks. Pricing information for FileInvite is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase FileInvite must be conducted with the seller. Ready to close loans faster? Contact us to see how FileInvite helps commercial lenders reduce document turnaround, eliminate email chaos, and process more loans without adding headcount. Pricing information was last updated on March 31, 2026 Show More ## Top-Rated Alternatives [ ![SuiteDash](https://images.g2crowd.com/uploads/product/hd_favicon/71e0f65e9bc5d566c8121c6280bb8c0d/suitedash.svg "SuiteDash") SuiteDash 4.8/5(618) ](https://www.g2.com/products/suitedash/reviews) [ ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM") Zoho CRM 4.1/5(2,948) ](https://www.g2.com/products/zoho-crm/reviews) [ ![Assembly](https://images.g2crowd.com/uploads/product/hd_favicon/1600ed9c292219e868d179d27be76fa2/assemblysoftware.svg "Assembly") Assembly 4.7/5(329) ](https://www.g2.com/products/assemblysoftware/reviews) [ View All Alternatives ](https://www.g2.com/products/fileinvite/competitors/alternatives) ## FileInvite Alternatives Pricing The following is a quick overview of editions offered by other [Client Portal Software](https://www.g2.com/categories/client-portal) | Product | Price | Features | | --- | --- | --- | | ![SuiteDash](https://images.g2crowd.com/uploads/product/image/small_square/small_square_5ba2523aaa16d34d3eadcee12360a8df/suitedash.png)[SuiteDash](https://www.g2.com/products/suitedash/reviews) Start Plan | $19.00Per Month | One FLAT Price for UNLIMITED Users UNLIMITED CRM Contacts UNLIMITED Staff/Team UNLIMITED Portals 12+ Integrated Toolkits Extreme White Labeling Custom Branded Mobile App Email Marketing Campaigns 100GB File Storage Docs / Academy / Community | | ![Zoho CRM](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d9d3ff178178a1f790a9d6114e104471/zoho-crm.png)[Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Free Edition | Free | With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit for your home business. Leads, Contacts, Accounts Tasks, Events, Call log, and Notes Opportunities Advanced filters Page customization Custom list views Workflow management Standard reports Integration with Facebook, Twitter and Google+ Marketing automation Web forms and more.. | | ![Assembly](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6c40937757085634e23d58a5af37f35a/assemblysoftware.png)[Assembly](https://www.g2.com/products/assemblysoftware/reviews) Free | Free1 Internal User | Free forever for your first clients 5 active contacts 1 internal user 50 build credits / month CRM Client experience App builder 30+ pre-made apps Messaging and team inbox Billing and payments Community support | Various alternatives pricing & plans Pricing information for the above various FileInvite alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ##### Categories on G2 [Client Portal](https://www.g2.com/categories/client-portal)[Digital Customer Onboarding](https://www.g2.com/categories/digital-customer-onboarding) ##### Explore More [Digital Marketing Services in San Diego](https://www.g2.com/categories/digital-marketing/locations/san-diego-ca-us)[What's the leading software for pricing strategy](https://www.g2.com/discussions/what-s-the-leading-software-for-pricing-strategy)[Redgate Flyway vs Liquibase for automating database schema changes: which database DevOps platform do DevOps teams find easier to adopt and maintain across multiple environments?](https://www.g2.com/discussions/redgate-flyway-vs-liquibase-for-automating-database-schema-changes-which-database-devops-platform-do-devops-teams-find-easier-to-adopt-and-maintain-across-multiple-environments) [What are the best construction data analytics platforms for contractors tracking profitability across multiple job sites?](https://www.g2.com/discussions/what-are-the-best-construction-data-analytics-platforms-for-contractors-tracking-profitability-across-multiple-job-sites)[What companies offer secure data room services for private equity transactions?](https://www.g2.com/discussions/what-companies-offer-secure-data-room-services-for-private-equity-transactions)[What digital advertising intelligence tools are most trusted by marketing managers at technology companies who need competitive creative and spend intelligence for fast-moving categories?](https://www.g2.com/discussions/what-digital-advertising-intelligence-tools-are-most-trusted-by-marketing-managers-at-technology-companies-who-need-competitive-creative-and-spend-intelligence-for-fast-moving-categories) [Show MoreShow Less](javascript:void(0);)