# Compare FileInvite vs HES LoanBox 2026 | Capterra > Unsure of what to choose? Check Capterra to compare HES LoanBox and FileInvite based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/138728-254642/FileInvite-vs-HES-LoanBox --- # HES LoanBox vs FileInvite Features and Cost Comparison Last updated June 3rd, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: HES LoanBoxFileInvite2/4 selected [HES LoanBox](https://www.capterra.com/p/254642/HES-LoanBox/)[4.9 (35)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) [FileInvite](https://www.capterra.com/p/138728/FileInvite/)[4.7 (99)](https://www.capterra.com/p/138728/FileInvite/reviews/) [## HES LoanBox](https://www.capterra.com/p/254642/HES-LoanBox/)[4.9 (35)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting Price $75000.00/year Value-for-Money 4.9 Functionality 4.9 Ease of Use 4.9 Customer Service 5 Reviews Sentiment CS RK Based on [35 reviews](#user-reviews) Positive 35 Neutral 0 Negative 0 [## FileInvite](https://www.capterra.com/p/138728/FileInvite/)[4.7 (99)](https://www.capterra.com/p/138728/FileInvite/reviews/) Starting Price $829.00/month Value-for-Money 4.6 Functionality 4.4 Ease of Use 4.6 Customer Service 4.8 Reviews Sentiment Based on [99 reviews](#user-reviews) Positive 96 Neutral 3 Negative 0 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Loan Servicing Software Best performer 43 / 50 Only HES LoanBox - Accounting - ACH Payment Processing - Amortization Schedule 30 / 50 Only FileInvite - Compliance Management - Mobile Access User satisfaction User satisfaction 4.9 User reviews[35](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Ease of use 4.9 Functionality 4.9 Value for money 4.9 Customer support 5.0 User satisfaction 4.7 User reviews[99](https://www.capterra.com/p/138728/FileInvite/reviews/) Ease of use 4.6 Functionality 4.4 Value for money 4.6 Customer support 4.8 Price starts from Price starts from $75000Other, Per Year - Free version - Free trial Price starts from $829Usage Based, Per Month - Free version - Free trial Best for Best for Designed for SMEs businesses and financial organizations, including banks, credit unions, and private lenders. Best for Built for financial institutions including credit unions, banks, capital lenders, and other commercial lending providers. ## User reviews Pros & cons Not enough reviews VR Verified Reviewer Account Executive > "Easiest way to organize everything need for a full package submission." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___7093869) FM Fukekila M. Enrolled Agent > "The time that it took for the team to respond to me I didn’t care for too much, because of the nature of the flow of my assignment I needed..." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___3555133) MF Mark F. Director of Homeownership Services > "Being able to send documents for signature along with having the customer securely upload their personal information has been very..." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___3284935) LB Lindsey B. Owner/Tax Accountant > "The software was great, but just not customized to my profession enough. And I know it isn't meant to be for accountants." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___3711789) SM Santino M. Student > "The automated follow ups are an excellent feature that save a lot of time and provides timely reminders." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___3545609) CC Charles C. Adviser > "A message may be included for the reason when a file upload is 'Rejected' due to not being in the correct type." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___3278439) TJR Thomas Jason R. Client Relations > "We've had the ability to grow our business because on boarding a new client is so much more streamlined and organized." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___3266945) TJR Thomas Jason R. Client Relations > "We've had complaints from clients that will start sending data in and then get an email telling them to send data in :)" [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___3266945) SM Seth M. CEO > "This software makes signing contracts for athletes smooth and secure." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___3504975) CC Charles C. Adviser > "Unable to prepare 'Create New Invite' first without linking a Contact at a drafting stage." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___3278439) CF Courtney F. Client Services Adviser > "I like that our clients can use this nice and simple software to keep track of what documents are required for their loan application." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___2478715) Alon P. manager > "the bulk invites are not so convinient, its hard to send to part of the invitees" [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___3265338) LB Lindsey B. Owner/Tax Accountant > "I liked how easy to use the interface was." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___3711789) VR Verified Reviewer Loan Processor > "My only grievance is that I can't transfer an invite to a colleague." [See full review](https://www.capterra.com/p/138728/FileInvite/#Capterra___2961696) [View Reviews](https://www.capterra.com/p/138728/FileInvite/reviews/) ## User interface 4.91 (35) [FileInvite](https://www.capterra.com/p/138728/FileInvite/) 4.72 (99) ### Features HES LoanBox Top features 43/50 - Accounting - ACH Payment Processing - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - Amortization Schedule - API - Approval Process Control - Audit Trail - Auto Loans - Automatic Funds Distribution - Borrower Management - Business Loans - Collateral Tracking - Compliance Management - Construction Loans - Contact Management - Credit Reporting - CRM - Customer Database - Customizable Reports - Customizable Templates - Data Import/Export - Data Security - Digital Signature - Document Management - Document Storage - Electronic Payments - Escrow Management - Generative AI - Investor Management - Lead Management - Loan Portfolio Management - Loan Processing - Mobile Access - Mortgages - Multi-Channel Communication - Multi-Company - Multi-Currency - Payment Collection - Payment Reminders - PCI Compliance - Pipeline Management - Reporting/Analytics - Role-Based Permissions - Student Loans - Third-Party Integrations - Transaction History - Workflow Management [See all features](https://www.capterra.com/p/254642/HES-LoanBox/#features) FileInvite 30/50 - Accounting - ACH Payment Processing - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - Amortization Schedule - API - Approval Process Control - Audit Trail - Auto Loans - Automatic Funds Distribution - Borrower Management - Business Loans - Collateral Tracking - Compliance Management - Construction Loans - Contact Management - Credit Reporting - CRM - Customer Database - Customizable Reports - Customizable Templates - Data Import/Export - Data Security - Digital Signature - Document Management - Document Storage - Electronic Payments - Escrow Management - Generative AI - Investor Management - Lead Management - Loan Portfolio Management - Loan Processing - Mobile Access - Mortgages - Multi-Channel Communication - Multi-Company - Multi-Currency - Payment Collection - Payment Reminders - PCI Compliance - Pipeline Management - Reporting/Analytics - Role-Based Permissions - Student Loans - Third-Party Integrations - Transaction History - Workflow Management [See all features](https://www.capterra.com/p/138728/FileInvite/#features) ### Recognition No recognitions have been awarded to HES LoanBox No recognitions have been awarded to FileInvite ### Deployment & support HES LoanBox Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos FileInvite Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details HES LoanBox - By HES FinTech - Located in Lithuania - Founded in 2012 FileInvite - By FileInvite - Located in New Zealand - Founded in 2014 ## Popular Comparisons [HES LoanBox](https://www.capterra.com/p/254642/HES-LoanBox/)[4.91 (35)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) vs [Lendsqr](https://www.capterra.com/p/10003412/Lendsqr/)[4.46 (52)](https://www.capterra.com/p/10003412/Lendsqr/reviews/) $75000/year Price $0/month 4.9 Features 4.6 4.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/254642-10003412/HES-LoanBox-vs-Lendsqr) [HES LoanBox](https://www.capterra.com/p/254642/HES-LoanBox/)[4.91 (35)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) vs [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[4.82 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) $75000/year Price Contact vendor for pricing 4.9 Features 4.7 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/9277-254642/The-Mortgage-Office-vs-HES-LoanBox) [HES LoanBox](https://www.capterra.com/p/254642/HES-LoanBox/)[4.91 (35)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) vs [Margill Loan Manager](https://www.capterra.com/p/79849/Margill-Loan-Manager/)[4.79 (48)](https://www.capterra.com/p/79849/Margill-Loan-Manager/reviews/) $75000/year Price $325/month 4.9 Features 4.6 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/79849-254642/Margill-Loan-Manager-vs-HES-LoanBox)