# FileInvite Reviews **Vendor:** FileInvite **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.2/5.0 **Total Reviews:** 11 ## About FileInvite FileInvite is the only document collection platform built specifically for commercial and complex lending. Banks, credit unions, and commercial lenders use it to reduce document turnaround by 64%, improve borrower experiences, and maintain real-time visibility across every loan in the pipeline. - Keep every complex loan file process on track Get the complete view in one workspace. You always know which loans are ready to move and which are blocked on documentation. No more digging through email or chasing spreadsheets. FileInvite is designed for commercial real estate loans, SBA loans, construction financing, commercial lines of credit, and multi-party transactions requiring extensive documentation. - Give borrowers a seamless experience Replace email threads and spreadsheets with a secure, mobile-first portal. Borrowers, guarantors, and brokers get clear checklists and automated reminders so they always know what to send and when. Fundera cut loan documentation turnaround from 42 to 15 days. Top 10 SBA lender BayFirst processed 12 months of loan volume in just 2 months without adding headcount. - Gain control, transparency, and compliance by default Monitor pipeline readiness and capacity. Protect sensitive data with bank-grade security. FileInvite is SOC 2 Type II certified, hosted on AWS, and GDPR compliant, with 256-bit encryption and multi-factor authentication. Maintain audit-ready trails for every file and user without replacing your loan origination system. - The automation layer between your borrowers and your systems FileInvite sits between your LOS, your borrowers, and your team, orchestrating document flow without requiring you to change how you fundamentally operate. Automate requests, reminders, file naming, and status updates so underwriters receive correctly named, complete files with less rework. For documents that arrive by email, AI-powered intelligent email intake automatically matches forwarded documents to the correct customer, loan, and request so nothing gets lost. - Connects to the tools you already use Native integrations with Salesforce, HubSpot, SharePoint, OneDrive, Google Drive, Box, and Dropbox. Connected Workflow integrations let you initiate document requests, send messages, and manage workflows directly from your CRM, with document requests triggered automatically when deal stages change. - Fast implementation. Immediate ROI. Delighted borrowers and partners. Most commercial lending teams are fully implemented within 2 to 4 weeks. - Key statistics Trusted by 500+ complex lenders worldwide 30M+ files securely collected 1M+ FileInvite portals served Average 10.5 hours saved per week per user Document turnaround reduced by up to 64% Fundera Case study example: documentation turnaround reduced from 42 days to 15 days - Industries served Banks Credit unions Commercial lenders Small business and SBA lenders Equipment financing Private lenders - Teams supported Commercial finance teams Loan origination and servicing teams Lending teams managing multi-party loan applications (borrowers, guarantors, brokers, attorneys) ## FileInvite Reviews ### 1. Huge time saver and error avoidance **Rating:** 4.5/5.0 stars **Reviewed by:** Pawan M. | Executive Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2022 **What do you like best about FileInvite?** It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items. **What do you dislike about FileInvite?** Would like to be able to use the automatic link to Dropbox but it is not compatible for Dropbox for business. **What problems is FileInvite solving and how is that benefiting you?** Able to create Templates. Quick access from the link given for the Invitees with or without passport setting. ou can just upload all documents to the same place, and have your customers also uploading. ### 2. Portal to Safely Upload, Review and Share Files and Documents **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2021 **What do you like best about FileInvite?** The setup process is very easy. Free trial without a credit card is helpful. The online help with instructions on how to configure Invites, Send Them and then have the receiver review was very easy. **What do you dislike about FileInvite?** Is there a plan to integrate with other document stores when uploading documents such as SharePoint or OneDrive? Or, the best approach is to just send a link to the actual documentation store within the invite? The instructions on this topic would be helpful. **What problems is FileInvite solving and how is that benefiting you?** Find a reliable, secure method to collaborate and share documents with team members. ### 3. Portal to share and collect documents **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2022 **What do you like best about FileInvite?** It was easy to create Folders, upload documents, send invites and create an online File Portal. The online tutorials and the navigation steps in the UI helped to set things quickly. **What do you dislike about FileInvite?** It would be nice to have Web Chat (Text) capability to promote collaboration. **What problems is FileInvite solving and how is that benefiting you?** Create Online Portal for documentation sharing. ### 4. Easiest file sharing application **Rating:** 4.0/5.0 stars **Reviewed by:** Abboudi G. | HCIS Technical Specialist , Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2021 **What do you like best about FileInvite?** Easy to use Secure to transfer data. Fast **What do you dislike about FileInvite?** Trail period is small. Prefer to be cheaper. **What problems is FileInvite solving and how is that benefiting you?** E-signature mainly and file transfer with other remote working colleagues **Official Response from Tiago Penteado:** > Thank you for your review Abboudi! Great to hear that you find us easy to use, we spend a lot of time optimizing for that. Will report your feedback to the team, thanks! ### 5. Sharing files never been easy **Rating:** 4.5/5.0 stars **Reviewed by:** Fadi K. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2021 **What do you like best about FileInvite?** Simple to use. I love the google drive integration a **What do you dislike about FileInvite?** Some of the menu systems require more clicks than should be required **What problems is FileInvite solving and how is that benefiting you?** collect and collate documents **Official Response from Tiago Penteado:** > Thank you for your feedback Fadi! Our native cloud integrations are a major benefit for many of our customers. We're in the process of optimizing the in-app experience to reduce any friction and make it even easier and more efficient to use. I'll pass your feedback on to the team, thanks! ### 6. A great checklist format! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2020 **What do you like best about FileInvite?** I love the option of sending out club member families a checklist so that their application is organized and simple. It’s a great way to keep track of what has to be included with summer camp applications, payment submissions, and identification documents. **What do you dislike about FileInvite?** I wish there was a section to actually check the items instead of removing them completely from the list. I also would like a free version of email and text reminders. **Recommendations to others considering FileInvite:** It is a great way to keep track of applications and any other process which involves detailed documentation. **What problems is FileInvite solving and how is that benefiting you?** We use fileinvite to help us with our club member application process throughout the year but also with day camp applications. **Official Response from Tiago Penteado:** > We love hearing the different use-cases of our software. Thank you for your review! Since your review was made, we've optimized the 'reviewing' features to be even more user-friendly. You're now able to auto-generate new documents from your templates, review all requests before sending, and then review, reject/accept returned invites. ### 7. please customers is one of the many advantages I have using fileinvite **Rating:** 4.5/5.0 stars **Reviewed by:** bernard g. | manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 30, 2019 **What do you like best about FileInvite?** For a long time I have been able to please all the clients even the most demanding, this is something that gives me peace of mind and makes me happy, previously it was difficult to get to know each client enough to generate the necessary satisfaction not only with products adapted to their needs. needs also with quality services and direct management, fileinvite is a program that brought me these benefits and when I exchange documents or information with clients I feel very calm since the program has an incredibly secure platform in which I can trust and do the I work every day, it is a program that helps me a lot by doing each job in my work **What do you dislike about FileInvite?** It is software that gives direct benefits to each employee and their tools help to make each management easier, but the cost of $ 12 per month I think it is high, and there are much cheaper programs that give equal advantages, the only thing that does not Like the program is the rest price is perfect and for all the reasons I said I will use it for much longer **Recommendations to others considering FileInvite:** The reputation of each company depends a lot on the good service it offers, and the security that it gives to the clients, it is also important to know each need and generate solutions in each project and management that is done for that reason I use fileinvite and I give good recommendations to execute the program in companies and establish significant improvements in each office and department **What problems is FileInvite solving and how is that benefiting you?** I have all the clients happy and I always advance to their needs, the procedures have a complete and fast process with good results and when sharing the private documents of the company I have the security that is needed, fileinvite is a good program that does what is necessary to facilitate my work **Official Response from Tiago Penteado:** > Thanks, Bernard! Improving your customers' experience is one of our core focuses when we are considering how to build out our product. Glad to hear it is working well for you. ### 8. If you propose it, if you can. **Rating:** 5.0/5.0 stars **Reviewed by:** jackson s. | CTO (Chief Technology Officer), Enterprise (> 1000 emp.) **Reviewed Date:** April 01, 2019 **What do you like best about FileInvite?** We thought that we could not, it was such a conflict and disorder that we never managed to agree. Documents came and went and always mistakes a lot. The most updated ones were lost along the way, in a mail inbox which made life very complicated for us. Advisors of the company helped us to get the solution and the first thing that they told us was that if it could, and really they were right. With FileInvite we realized that if you can have an orderly inbox, which has helped us to expedite everything concerning the paperwork with documents, files and business information and with the clientele. If you can speed up the work with the clients when reviewing and correcting the files and documents and the ease with which they manage to upload the information, being happy because they can do it from the phone and from any place without losing time. If you can guarantee the security of the information and compress it because now with FileInvite it is easier, thanks to the fact that we can convert the files automatically to the PDF. If we could increase sales, if we could increase productivity and increase the confidence of employees and customers. "We believed and it's true, if you can, if we could". **What do you dislike about FileInvite?** Up to now, only the initial investment is a bit uncomfortable, however, one is adjusted to its possibilities and after the results are seen, the investments increase as a function of the obtained benefits. **Recommendations to others considering FileInvite:** The administration of client documents was significantly improved, an important order was achieved in the inbox, which helped to reduce the errors made when receiving so much information. Productivity and punctuality in the delivery of results was improved. **What problems is FileInvite solving and how is that benefiting you?** The administration of client documents was significantly improved, an important order was achieved in the inbox, which helped to reduce the errors made when receiving so much information. Productivity and punctuality in the delivery of results was improved. **Official Response from Tiago Penteado:** > Thanks for your extensive review Jackson, we appreciate it! "With FileInvite we realized that if you can have an orderly inbox" - This is great. We specialize in moving insecure & hard-to-track file and document collection out of your email inboxes, and into our systemized & secure document and data collection portal. In fact, this was the reason FileInvite was built in the first place. ### 9. Progress and security for sending important information. **Rating:** 4.5/5.0 stars **Reviewed by:** Valentina H. | Administrator of tariffs in mundoturismo, Mid-Market (51-1000 emp.) **Reviewed Date:** January 08, 2019 **What do you like best about FileInvite?** I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform. **What do you dislike about FileInvite?** A very complete platform to manage files from a web but you need an application to facilitate the management of files from any device, and most people are in the world of smart phones and spend more time with these devices than in a computer entering a web, the costs for a multi-service version is somewhat expensive, although you have many advantages. **Recommendations to others considering FileInvite:** Excellent to keep your files and work with the documents you need, you will always have at your disposal since it is on the web and is easy to use. **What problems is FileInvite solving and how is that benefiting you?** Ans largely solved the load of various files because many times by trying to send files within the mails sometimes the connection is dropped and I have to restart it, with this platform I send that problem, I can also have a list of charges that come up automatically. **Official Response from Tiago Penteado:** > Thank you, Valentina! Since you've left your review, we've continued to upgrade our security & compliance measures. In addition to our at rest and in transit encryption, audit history, logs, and access permissions, we are fully compliant with enterprise-grade SOC 2 Type 2. We understand that our clients are often on-the-go, and have updated our application to be functional from mobile also. ### 10. Find documents quickly without wasting time. **Rating:** 5.0/5.0 stars **Reviewed by:** nathan c. | COO (Chief Operating Officer), Enterprise (> 1000 emp.) **Reviewed Date:** March 24, 2019 **What do you like best about FileInvite?** The order is one of the fundamental principles to achieve success in everything that one proposes, and make use of a tool that gives you that opportunity is what we had always wanted. We receive, send and share a large volume of information in digitized documents from our employees, and in turn from our clients in order to monitor and analyze them as soon as possible, given that the many requests that have to be answered must be answered. we receive daily. With the use of FileInvite we abolish the dependence of the electronic mail for matters inherent to the business documentation. Thanks to FileInvite, the location of the files is now faster, more comfortable and secure, we no longer waste time searching for the most up-to-date information, and we keep everything in strict order as it should be. The entire management process was streamlined before the different users, the work being more fluid. The probability of sending obsolete and disorderly information was reduced to a minimum, which has allowed us to be more sure of our work. There is no longer the inconvenience caused to our customers, or at least we realized that they were greatly reduced. The time invested in interacting with the clientele is less and we know it because they approach us less in consulting. We guarantee security, confidentiality, and punctuality, and even now we have the luxury of giving answers before the agreed dates. **What do you dislike about FileInvite?** The use of it on mobile devices is sometimes very slow, so sometimes and depending on the urgency and only has the tool of a phone or tablet, solve by this alternative is complicated and slow. **Recommendations to others considering FileInvite:** Save time and demonstrate professionalism by using a tool that helps you to be practical, orderly and to ensure you have the confidence of customers and even employees when working with documents. **What problems is FileInvite solving and how is that benefiting you?** The dependence of receiving or sending attachments in countless emails, we lost a valuable time that could be devoted to more productive activities. Now everything is more orderly, more order is displayed, the search for information is immediate and secure. **Official Response from Tiago Penteado:** > What a great review, thank you, Nathan! ### 11. FileInvite, my livesaver. **Rating:** 4.0/5.0 stars **Reviewed by:** Lucas O. | Trabajador, Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2019 **What do you like best about FileInvite?** The best feature of this product is the UI (User Interface). It is anything but difficult to set up formats and it offers you adequate customization. Also it has a simple clean interface, practically zero learning curve. Other advantage is that everything is in one spot and I don't need to make sure to catch up the customers. Also, I like that keeps every one of the records I need exactly where I need them and enables me to make my own layouts. I love the automatic Dropbox synchronization. I cherish the extra follow ups that it does automatically. It has made my subsequent meet-ups with customers exceptionally simple to do. I trust that this stage is a reasonable cost and relying on the improvements not far off, I would think about paying more for extra functionality. Also I have to highlight that the technical support is very kind and they have a great YouTube Channel where you can see different tutorials about the use of the software. **What do you dislike about FileInvite?** Fileinvite would be useful to have some extra features included, similar to a timestamp, conveyed share, for example. One disadvantage is that you can't answer to in-application messages by email. It would be more useful if it is be able to gather electronic signatures. Also, in different systems that I have utilized, I had the capacity to convey status updates dependent on specific achievements all the while. For example, I could have distinctive achievements set and once I confirmed them, it would email the gatherings that I set up toward the begin. This is an option that must be added. Other problem is that Fileinvite doesn’t have any translation to others languages different to English, like Spanish, Portuguese, Chinese.. **Recommendations to others considering FileInvite:** FileInvite is a software that can be a bit difficult to use if you are a noob but if you see some tutorials in their YouTube channel, you will improve with the time. **What problems is FileInvite solving and how is that benefiting you?** I used to spend hours pursuing customers for the documents we need from them to begin their application, not any longer. This product does all the pursuing, and keeps everything in one spot. I would now be able to see precisely which records have been sent to us and which ones we are as yet hanging tight for, and they're not all dispersed through my email inbox. ## FileInvite Discussions - [Is FileInvite secure?](https://www.g2.com/discussions/is-fileinvite-secure) - 1 comment - [View FileInvite pricing details and edition comparison](https://www.g2.com/products/fileinvite/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+07%3A44%3A27+-0500&secure%5Bsession_id%5D=0d5f5844-061b-4fca-8990-b2ff67738897&secure%5Btoken%5D=ddfccc580be75af119f23ec9e96afb4b0e74ef592edd01ac2f85d043a5c2b89d&format=llm_user) ## FileInvite Features **Content** - Versioning - E-Signature - File Request - Feedback **Process Automation** - Onboarding Flow Management - E-Signature - Data Capture - Auto-Capture **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Mobile Application **Identity Verification** - ID Scanning - KYC - Credit Check **Agentic AI - Digital Customer Onboarding** - Decision Making ## Top FileInvite Alternatives - [SuiteDash](https://www.g2.com/products/suitedash/reviews) - 4.8/5.0 (605 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,818 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.4/5.0 (538 reviews)