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Products/Automation & Integrations/FileInvite

FileInvite

Automated

Automated document collection platform for commercial lenders to streamline loan document gathering and reduce turnaround times.

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FileInvite has 2 plans: paid plans from $9,900/year and custom pricing for larger teams. We have not recorded a price change.

FileInvite plans and prices

Standard

yearly
$825/mo

billed annually · $9,900/yr

  • Document Collection — PDF form-fill
  • Digital signing — single & multi-signing
  • Request approval for copy from FI product
  • Automatic PDF conversion & file renaming
  • Email Document Intake with AI-powered matching
  • Borrower Portal
  • Persistent document portal
  • In-portal direct messaging
Show all 26 featuresShow fewer
  • One-click approve/reject documents
  • Custom branded portal
  • Custom domain
  • Custom automated messaging
  • Collaboration
  • Free view-only users
  • Point of Contact
  • Watchers
  • Teams
  • Assignees
  • Integration — Sign in with Microsoft or Google
  • OneDrive for Business, Google Drive & Box
  • Reporting & Insights
  • Privacy & Security — SOC 2 Type II compliance
  • Multi-factor authentication
  • Document virus detection
  • Roles & permissions
  • Single sign-on (SSO) & Active Directory

Enterprise

Custom
  • More than 100 commercial loans annually
  • SharePoint integration
  • Connected workflow integrations (CRM, LOS)
  • FileInvite API access
  • Custom branded portal and domain
  • Single sign-on (SSO) & Active Directory

Price history

Last 0 recorded changes

No price changes recorded yet.

Other Automation & Integrations products

No confirmed alternatives yet.

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