FileInvite Pricing Overview

Collect

Starting at $829.00

10 users Per Month

For small lending teams needing a faster, easier way to collect documents and a better borrower experience to drive engagement.

Connect

Starting at $1,659.00

50 users Per Month

For growing lending teams looking to scale with more customization, collaboration and integration across departments and workflows.

Connect+

Starting at $2,499.00

100 users Per Month

For large lending teams looking for customization, collaboration, integration and enterprise-grade implementation.

FileInvite automates data and document collection for document-heavy workflows. Create a seamless digital experience for your clients with our branded client portals, complete with built-in messaging, eSignatures, PDF conversion, cloud storage syncing, automated text & email follow-up, and more, so you can spend your time where it really matters.

Trusted by thousands of customers worldwide, discover the tool that top finance professionals are using to automate their document collection.

FileInvite has 3 pricing editions, from $829 to $2,499. Look at different pricing editions below and see what edition and features meet your budget and needs.

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 learn more? Contact us today to discover how you can automate your document collection.

Pricing information was last updated on June 30, 2025

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FileInvite Alternatives Pricing

The following is a quick overview of editions offered by other Client Portal Software

SuiteDash 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 Show More
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.. Show More
Accelo Professional	Contact Us	Quote-to-cash for profitable professional service firms. Client Project Management Client Sales Management Client Quote Management Time Logs, Timers & Timesheets Client Invoices & Payments Financial Insight Dashboards Show 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.