FileInvite vs iZone

Starting Price

$12.00/month/user

Not provided by vendor

Best For

Used by thousands of professionals who need to collect documentation from their clients. We have automated this process with our simple and secure interface. Sign up for a FREE Trial Today!

Mortgage solution for small and medium-sized enterprises which helps with financial advice, lending, property management, telesales, insurance, and recruitment.

Rating


4.7 / 5
(62)
Read All Reviews
(0)

Ideal number of Users

1 - 1000+

1 - 499

Ease of Use


4.7 / 5


  • "Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents."

  • "The templates make it very easy to use this software."



Customer Support


4.8 / 5




Features & Functionality


4.5 / 5


  • "FileInvite just added a "forms" feature allowing the user to create quick and easy fillable form templates."

  • "Simple to use for us and the clients. We can modify requested documents easily and give detailed instructions as required."



Value for Money


4.6 / 5




Product Features

  • close Amortization Schedule
  • check Client Database
  • check Closing Documents
  • check Commercial Mortgages
  • check Contact Management
  • close Credit Reporting
  • check Customer Statements
  • check Document Management
  • check Electronic Applications
  • check Government Loans
  • check Loan Origination
  • check Loan Servicing
  • check Pipeline Management
  • check Pre-Qualification
  • check Refinance Management
  • check Residential Mortgages
  • close Amortization Schedule
  • close Client Database
  • close Closing Documents
  • check Commercial Mortgages
  • close Contact Management
  • check Credit Reporting
  • close Customer Statements
  • close Document Management
  • close Electronic Applications
  • close Government Loans
  • close Loan Origination
  • close Loan Servicing
  • close Pipeline Management
  • close Pre-Qualification
  • close Refinance Management
  • check Residential Mortgages

Screenshots

View 5 screenshots 47712 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • close Webinars
  • check Documentation
Not provided by vendor

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FileInvite vs iZone

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