FileInvite Pricing Overview

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 Year

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.

Enterprise

For commercial lenders processing more than 100 typical commercial loans annually, servicing loans and managing complex multi-party lending workflows.

Email Document Intake with AI-powered matching to 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.

Standard

$9,900.00

Per Year

For commercial 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.

FileInvite pricing is designed for commercial lenders managing complex document collection workflows.

Standard plans start from USD $9,900 per year for lenders processing up to 100 typical commercial loans annually.

Enterprise plans are tailored for higher-volume lenders, loan servicing teams, and organisations managing complex multi-party lending workflows. Pricing is based on annual loan volume, workflow complexity, integration requirements, and support needs.

Every plan includes secure document collection, automated reminders, progress tracking, audit trails, and SOC 2 Type II compliance. Most customers are fully implemented within 2–4 weeks, with no need to replace existing loan origination systems (LOS), CRMs, or document storage platforms.

Trusted by 500+ complex lenders, FileInvite has securely collected more than 30 million documents through over 1 million borrower portals.

Unlike broad document management platforms, FileInvite is purpose-built to automate document collection for complex lending, helping financial institutions accelerate loan processing, improve borrower experiences, and maintain complete visibility throughout the document collection process.

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 remove document collection as the bottleneck in your lending workflow? Contact our team to see how FileInvite helps commercial lenders reduce document turnaround times, improve borrower experience and process more loans with existing teams.

Pricing information was last updated on September 13, 2026

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Assembly 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
SuiteDash Thrive Plan	$49.00Per Month	One FLAT Price for UNLIMITED Users UNLIMITED CRM Contacts UNLIMITED Staff/Team UNLIMITED Portals Everything in Start PLUS Autoresponder Drip Marketing Dynamic Proposals Toolkit Custom Folder Generators Advanced Custom Menus Deal Stage Pipelines Client-Side Live Chat Total of 500GB File Storage
Zoho CRM 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..

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.

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FileInvite Pricing Overview

FileInvite Pricing Key Insights

Top-Rated Alternatives

FileInvite Alternatives Pricing

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