---
title: FileInvite Reviews
meta_title: 'FileInvite Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 11 reviews by the users' company size, role or industry to
  find out how FileInvite works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 11
  scale: '5'
date_modified: '2026-07-07'
parent_category:
  name: Content Management
  url: https://www.g2.com/categories/content-management
---

# 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 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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-19+00%3A43%3A20+-0500&secure%5Bsession_id%5D=0c561f27-bf3d-4639-a78c-0cf4434ebeb0&secure%5Btoken%5D=5401684d2b5dd0d9c162c7501d1b7231010ffd5a4c7b6811615e3698f8180883&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

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