FileInvite

Name: FileInvite
Price: 9900 USD
Author: FileInvite

Paid AndroidAPIiPhoneWeb

What FileInvite is

FileInvite is a document collection platform for banks, credit unions, and commercial lenders handling complex lending workflows. Lenders can request files from borrowers, guarantors, brokers, and other parties through a portal. Templates automate requests, reminders, file naming, and status updates, while AI email intake links forwarded documents to the right customer, loan, and request. Submitted documents can be reviewed, approved, or rejected, and borrowers can complete forms and sign through secure links. Portals may be open or password protected, with configurable internal roles and permissions. Listed connections include SharePoint, OneDrive, Box, Google Drive, Salesforce, HubSpot, and an API. FileInvite states SOC 2 Type II compliance, 256-bit encryption, AWS hosting, GDPR compliance, and a 99.9% uptime guarantee. Standard Plans start at $9,900/year, billed annually, for up to 100 typical commercial loans annually.

Who it suits

FileInvite is aimed at banks, credit unions, and commercial lenders managing complex document-heavy lending. It fits teams needing approvals, signatures, automated notifications, and audit trails.

What it does well

Automated requests, reminders, naming, and status updates
AI email intake matches documents to loan records
Secure forms, approvals, rejection, and electronic signatures
Multiple storage and CRM integrations
99.9% uptime guarantee

What to know first

No free plan
Plans start at $9,900/year
Standard plan covers up to 100 typical loans annually
Typical implementation takes 2–4 weeks

Limits

Standard Plans are intended for lenders processing up to 100 typical commercial loans annually.

Plans

Plan	Billed and limits	Price
Standard plans	Annually; starting from · Up to 100 typical commercial loans annually	$9,900 a year
Enterprise plans	Talk to us for a quote · More than 100 typical commercial loans annually; loan servicing and multi-party collaboration	On request

As fileinvite.com lists them, read 29 Sept 2026. The maker's own page has the final word.

Getting started

Open the FileInvite website
Choose Standard Plans or contact FileInvite about Enterprise Plans
Allow the typical 2–4 week implementation period
Connect listed storage or CRM services, or use the API
Configure borrower portals, internal roles, and permissions

Verdict

FileInvite brings collection, review, signing, automation, and connected storage into a lending workflow. Its annual starting price and loan-volume limit are important considerations for smaller or higher-volume lenders.

Questions

How much does FileInvite cost?

Standard Plans start at $9,900 per year and are billed annually. Enterprise pricing is directed to lenders handling more than 100 typical commercial loans annually.

Is there a free plan or trial?

There is no free plan. A 14-day trial is listed.

Which platforms can access FileInvite?

The listed platforms are Android, iOS, web, and API.

What storage and workflow integrations are listed?

Storage connections include SharePoint, OneDrive, Box, and Google Drive. Salesforce, HubSpot, and an API support connected workflows.

Does FileInvite support signatures and approvals?

Yes. Borrowers can sign through secure links, and lenders can review, approve, or reject submitted documents.

Who makes FileInvite?

FileInvite is made by FileInvite, headquartered in Auckland, New Zealand. The About page identifies James Sampson as founder and says it was built in 2015.

Facts from FileInvite's own pages

Access controls: The product page says borrower portals can be open or password protected, with internal roles and permissions configurable by the organization. · fileinvite.com, 29 Sept 2026
Automation: Templates automate document requests, reminders, file naming, and status updates, while AI email intake matches forwarded documents to the relevant customer, loan, and request. · fileinvite.com, 29 Sept 2026
Availability: The product page states a 99.9% uptime guarantee. · fileinvite.com, 29 Sept 2026
Company and audience: FileInvite says banks, credit unions, and commercial lenders use its service for document collection in complex lending. · fileinvite.com, 29 Sept 2026
Core workflow: It gives lenders a portal to request and collect documents from borrowers, guarantors, brokers, and other parties. · fileinvite.com, 29 Sept 2026
Founded: 2015 · fileinvite.com, 28 Sept 2026
Founder and year: The About page identifies James Sampson as founder and says FileInvite was built in 2015. · fileinvite.com, 29 Sept 2026
Free plan: No · fileinvite.com, 21 Sept 2026
Headquarters: Auckland, New Zealand · fileinvite.com, 28 Sept 2026
Hosting and compliance: The security page says FileInvite runs on AWS and describes GDPR compliance and SOC 2 audits. · fileinvite.com, 29 Sept 2026
Implementation: The pricing page describes a typical implementation period of 2–4 weeks. · fileinvite.com, 29 Sept 2026
Integrations: The site lists SharePoint, OneDrive, Box, and Google Drive for storage, Salesforce and HubSpot for connected workflows, and an API for custom integrations. · fileinvite.com, 29 Sept 2026
Pricing limit: The standard plan is intended for lenders processing up to 100 typical commercial loans annually; higher-volume lenders are directed to Enterprise pricing. · fileinvite.com, 29 Sept 2026
Purpose: FileInvite is a document collection platform built for commercial and complex lending workflows. · fileinvite.com, 29 Sept 2026
Review and signing: Lenders can review and approve or reject submitted documents, and borrowers can complete forms and sign documents through a secure link. · fileinvite.com, 29 Sept 2026
Security: FileInvite states that it is SOC 2 Type II compliant and uses 256-bit encryption for data in transit and at rest. · fileinvite.com, 29 Sept 2026
Support resources: The site links to a Help Center for product guidance and feature documentation. · fileinvite.com, 29 Sept 2026