Starting Price

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Mortgage and loans management solution that enables businesses of all sizes to store documents online, monitor transactions, provide customer service, and more.

Rating

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use

• "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."

• Not enough reviews

Customer Support

• Not enough reviews

• Not enough reviews

Features & Functionality

• "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."

• Not enough reviews

Value for Money

• Not enough reviews

• Not enough reviews

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

• check 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
• close Government Loans
• close Loan Origination
• check Loan Servicing
• close Pipeline Management
• close Pre-Qualification
• close Refinance Management
• close Residential Mortgages

Screenshots

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

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