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FileInvite

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11 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.2
Serving customers since
2015
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FileInvite Reviews

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LO
Lucas O.
Trabajador en Build It Green
03/06/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

FileInvite, my livesaver.

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.
VH
Valentina H.
Administrator of tariffs in mundoturismo
01/08/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Progress and security for sending important information.

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.

About

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HQ Location:
Auckland, NZ

Social

@fileinvite

What is 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. FileInvite replaces email threads and spreadsheets with a secure, mobile-first borrower portal, structured checklists, and automated reminders so borrowers always know what to send and when. Underwriters receive correctly named, complete files with less rework. FileInvite sits between your LOS, your borrowers, and your team as a purpose-built document collection layer, with native integrations to Salesforce, HubSpot, SharePoint, OneDrive, Google Drive, and Box. SOC 2 Type II certified. Trusted by 500+ complex lenders worldwide.

Details

Year Founded
2015