FileInvite vs Loan Tracker

Starting Price

$12.00/month/user

$179.00/one-time/user

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!

C.P.A.s and small to medium sized businesses

Rating


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

Ideal number of Users

1 - 1000+

1 - 49

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
  • close Commercial Mortgages
  • close Contact Management
  • close 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
  • close Residential Mortgages

Screenshots

View 5 screenshots 47712 thumb
View 1 screenshot 185220 thumb

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
  • close In Person
  • close Live Online
  • close Webinars
  • check Documentation

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FileInvite vs Loan Tracker

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