--- title: "FileInvite Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about FileInvite Software - reviews, pricing plans, popular comparisons to other Content Collaboration products and more." source_url: "https://www.capterra.com/p/138728/FileInvite/" page_type: "product" language: "en" --- # FileInvite Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) FileInvite ## What is FileInvite? FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and lending teams in mind, FileInvite provides a secure client portal that simplifies document intake from any device. It features online forms with digital signing, reusable templates, and automated reminders to reduce follow-ups and accelerate processing. An intuitive admin dashboard gives teams full visibility and control over document requests, while integrations with platforms like Salesforce, HubSpot, SharePoint, Google Drive, and more enable seamless workflows with existing systems. Trusted by banks, credit unions, and professional service firms, FileInvite helps reduce loan cycle times, save hours of admin per week, and maintain compliance with SOC 2 Type 2 and GDPR standards. ## What is FileInvite used for? [Document Management](https://www.capterra.com/document-management-software/)[File Sharing](https://www.capterra.com/file-sharing-software/)[Digital Signature](https://www.capterra.com/digital-signature-software/) Top alternative Featured Overall rating Based on 99 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Starting price $829 Usage Based, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for FileInvite?[Manage this product listing](https://www.g2.com/products/fileinvite/claim_requests/new?auto=true) ## FileInvite Overview Updated September 2026 AI summary FileInvite supports small and midsize organizations in managing documents, forms, and digital signatures through a cloud-based platform. Covering document management, content collaboration, and workflow automation, it offers tools for access control, retention, electronic signatures, and customizable templates. Additional capabilities include audit trails, mobile access, and branded portals, with integration and reporting options to enhance document-centric processes. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### FileInvite 4.7 (99) VS. [4.7 (9,483)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting Price $829 Usage Based, Per Month Starting Price $15 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (99) Ease Of Use 4.7 (28,492) Value For Money 4.6 (83) Value For Money 4.5 (20,617) Customer Service 4.8 (80) Customer Service 4.5 (18,609) ## FileInvite alternatives [4.7 (4,262)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting price $19.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (5,311)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.4 (1,022)](https://www.capterra.com/p/123400/revver/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.6 (6,112)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/138728/FileInvite/alternatives/) ## FAQs about FileInvite Overview ### What problems does FileInvite solve? FileInvite solves slow, disorganized document collection by replacing email back-and-forth, scattered file versions, and manual follow-ups with one secure portal, templates, due dates, and automatic reminders. Mortgage brokers, accountants, agencies, and client onboarding teams use it to track missing items, speed submissions, and reduce training and support burden for staff and clients. Answer based on 57 reviews Overview ### Which roles and teams benefit most from FileInvite? FileInvite is most used by mortgage brokers, loan officers, finance teams, and lending operations staff who need to collect, track, and verify client documents quickly. Directors, owners, and executives use it to streamline onboarding, reduce follow-up, improve compliance, and keep document-heavy workflows moving efficiently across client-facing teams. Answer based on 98 reviews Overview ### What company size and industries is FileInvite built for? FileInvite is built primarily for small financial institutions, with 90% of reviewers from small businesses and Financial Services leading at 48%. It serves credit unions, banks, capital lenders, and commercial lending providers, with Banking representing 14% of reviewers and Accounting 11%, while midsize and enterprise companies each account for 5%. Answer based on 99 reviews Features and Usability ### What are the key features of FileInvite? FileInvite includes core document collection features such as document requests, client document upload, file management, and template-based invites. Differentiating features include automated reminders, secure access controls, messaging, digital signatures, and integrations with Google Drive, Dropbox, and Box for moving files into existing workflows. Answer based on 42 reviews Pricing ### How much does it cost and what fees or limitations are included? FileInvite starts at $829 per month for the Collect plan, which includes 10 users and document collection tools. Connect costs $1,659 per month for 50 users, and Connect+ costs $2,499 per month for 100 users. Reviews call it fairly priced, with one noting a free version is also available. Answer based on 9 reviews Integrations ### Which third-party tools and platforms does FileInvite integrate with? FileInvite integrates with Google Drive, Dropbox, Box, OneDrive, Trello, Google Docs, pdfFiller, and HubSpot CRM. It also connects with WorkflowMax and supports more than 5 integrations overall, with storage and document-sharing tools appearing most often in reviewer feedback. Answer based on 14 reviews Getting Started and Support ### What training and onboarding options does FileInvite offer? FileInvite provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer self-paced reference and walkthrough materials for reviewing setup steps and product features. Answer based on 5 reviews Getting Started and Support ### What customer support options does FileInvite offer, and how do users rate the experience? FileInvite offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users generally describe support as fast, friendly, and helpful, with replies often arriving within hours. Help guides and tutorials ease onboarding, though some users mention a learning curve and occasional need for trial and error. Answer based on 49 reviews Security ### How does FileInvite handle data security and access control? FileInvite uses secure portals, customer-specific links, and a safer alternative to unencrypted email for exchanging sensitive documents, messages, signatures, and confidential information. Reviewers value the secure upload environment and peace of mind during transfers, though some note security may be a concern for certain industries depending on file sensitivity. Answer based on 16 reviews ## Features AI summary Based on 32,025 Content Collaboration reviews Capterra data shows that buyers of document management software rank the following features as their top priorities: - **Secure Data Storage** (**56%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**49%**) FileInvite supports all three features that reviewers rate most highly: **Secure Data Storage**, **Document Storage**, and **File Sharing**. Together, these capabilities help businesses protect sensitive files, keep documents organized in one place, and share information quickly with the right people, allowing teams to manage records more efficiently and work with greater confidence. Secure Data Storage 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Securely stores data to prevent data loss or breaches Document Storage 4.9 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system File Sharing 4.9 (9) 44.44% of 9 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Mobile Access 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Electronic Signature 4.0 (8) 62.50% of 8 reviewers that rated this feature as important or highly important Digitally sign online documents Access Controls/Permissions 4.5 (10) 30.00% of 10 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems FileInvite 108 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Admissions Management: Handle the registration and admission process for existing and new students - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Application Management: Track, manage and store the applications of potential future members, customers or candidates - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Assessment Management: Creation, administration, and evaluation of assessments or tests - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Auto Loans: Type of loan used to finance the purchase of a motor vehicle - Borrower Management: Searchable database of information about loan borrowers - Business Loans: Type of loan used to finance business expenses - Candidate Management: Build, track, and maintain relationships with candidates - Chat/Messaging: Communicate using direct chat or messages within the system - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Construction Loans: Type of loan used to finance construction projects - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract/License Management: Track, store, and access client contracts or licenses - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Storage Management: Manage and store data in a database - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Documents: Maintain a repository of documents related to the product, such as technical specifications or contracts - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Encryption: Convert data into a code for security - File Conversion: Convert files to a different format - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Historical Reporting: Information, data and reports that are being tracked over time - Integrations: Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.) - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Management: Distribution and delivery of funds to approved borrowers - Loan Origination: Process of securing a loan from a bank or any other lender. - Loan Processing: Collect, organize, and prepare loan information to send to the lender for approval - Loan Servicing: Process of collecting loan interest and escrow payments from a borrower. - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Mobile Signature Capture: Capture signatures via mobile devices - Mortgages: Type of loan used to purchase real estate - Multi-Branch: Expand services to areas outside of the home location, functioning as an extension of the home location. - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Party Signing: Share documents with different users to collect multiple signatures - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Online Applications: Ability to fill out and submit application forms on the web - Password Management: Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pre-Qualification: The initial step in the mortgage workflow - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Property Tax Management: Calculation of consumption tax imposed on properties - Real Time Synchronization: Files and folders are updated in real-time when changes/edits are made - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Schedule: Create schedules for operations that need to be performed at each stage of the project. - Secure Data Storage: Securely stores data to prevent data loss or breaches - Secure Login: At least a username and password is required to access the system - Security: Ensures that the application itself is protected and assures data interacting with third-party plugins or integrations do not allow for unapproved access or privilege escalation. - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Software: Integrate with software such as ERP or CRM to use data for document generation - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Student Loans: Type of loan designed to help students pay for post-secondary education and associated fees - Task Management: Create, manage and track all task activities and progression - Team Collaboration: Allow multiple team members to edit and work on the same document - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Unified Directory: Store, modify, and track user accounts and access in a centralized directory - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (99) 4.4 Based on 99 reviews ## Pricing Value for money 4.6 (83) [View pricing plan details](https://www.capterra.com/p/138728/FileInvite/pricing/) Collect $829.00 Usage Based,Per Month It includes: - 10 users - Accelerate document collection - Streamline borrower experience - Allow view access to third parties - Integrate with cloud storage - Track compliance with audit trails Connect $1,659 Usage Based,Per Month It includes: - 50 users - Accelerate document collection - Streamline & customize borrower experience - Collaborate with teams & third parties - Integrate with cloud storage & workflows in other aps including CRM - Track compliance with audit trails & specify custom roles & permissions Connect+ $2,499 Usage Based,Per Month It includes: - 100 users - Accelerate document collection - Streamline & customize borrower experience - Collaborate with teams & third parties - Integrate with cloud storage & workflows in other aps including CRM - Track compliance with audit trails & specify custom roles & permissions Enterprise Custom Pricing It includes: - 150+ users Value for money 4.6 (83) 4.6 Based on 83 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Box](https://www.capterra.com/p/148766/Box/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (80) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (80) 4.8 Based on 80 reviews ## User reviews Overall rating 4.7 Based on 99 reviews Filter by rating 5(74) 4(22) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent AN Anonymous User Account Executive Financial Services ### "Best document collection platform!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2026 Overall I love the platform and use it weekly to manage several documents per client! Easiest way to organize everything need for a full package submission. Pros FileInvite is the easiest platform for collecting large quantities of documents. It make the process so simple when I have to gather large financial documents that need to be kept secure. It's also a great price for how intuitive it is! Cons File invite doesn't have much downside. Very simple to use and good value for what it offers. Makes it very easy to share files between client and business. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MC Melanie C. Consultant Consumer Services ### "A good communication tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 January 20, 2023 Pros Here at my business we use this app for file sharing. It makes a great communication tool, simple and fast. Cons I don't have any cons for this app as of right now. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 13, 2023 Hi Melanie, Thanks so much for your lovely feedback! Glad to hear it's working so well for you. Would you be willing to join our customer research panel? Doing so allows you to share suggestions and feedback that can shape the future of our app (Most opportunities come with the opportunity for a voucher or $ as a token of our appreciation). If so, please just send me an email. Miguel G. Development engineer Telecommunications ### "Envia fácilmente documentos " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 January 19, 2023 Muy positiva , te envian y envias documentos fácilmente. Tambien tiene google Drive lo cual te permite abrir el abanico de opciones para compartir archivos Pros Lo que mas me gusto fue la facilidad que te dan para usar el periodo de prueba. Con ello comprobamos lo dinamico y facil que es enviar documentación Cons Si hubiera sido mas barato hubieramos optado por comprarlo Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 13, 2023 Hi Miguel! We appreciate you stopping to give us some feedback, and we're happy to hear how well it worked for you Regarding the price, we do have a bunch of different options (https://www.fileinvite.com/pricing). If none of these options work, I encourage you to press contact sales on the one of the custom plans so we can look at creating something tailor made for your needs. KD Kevin D. Media Marketing Lead Retail ### "Easy interface " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 October 13, 2022 Pros It is a great advantage that it has an easy interface that the user can learn very easily. It is a user friendly application. Cons Increasing the number of requests more will increase my usage. This is its only limitation, but it is very important to many users. Switched from [TUIO](https://www.capterra.com/p/173831/Tuio/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 20, 2022 Thanks for your review. It's awesome to hear you like the easy-to-use customer portal - we like it too! When it comes to the price per invite - depending on the size of your team, the more invites you send, the cheaper each invite is. Please have a look here at our pricing options: https://www.fileinvite.com/pricing If your team is large enough for the enterprise plans please give us a call so we can tailor a custom Fileinvite plan just for you. LB Lindsey B. Owner/Tax Accountant Accounting ### "A great, user friendly program" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 July 29, 2022 Pros I liked how easy to use the interface was. My clients never had an issue maneuvering through the software. Even on a mobile device, it still looks great and is easy to navigate. Cons The software was great, but just not customized to my profession enough. And I know it isn't meant to be for accountants. I was looking for something that had specific features specifically for accounting that would simplify my processes. This was a great starter portal for me to use in my first year of running my business 100% virtually, but eventually, I had to upgrade to something more robust. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 17, 2022 Thanks for your review, Lindsey. We're glad you found the software so easy to use! Because we serve customers across so many industries (Finance, Legal, Academic, etc.), we'd love to hear your feedback specifically from the accounting perspective. If you would't mind sending us direct feedback, please message us via https://www.fileinvite.com/contact. FM Fukekila M. Enrolled Agent Financial Services ### "My experience is an open book. LOFY " 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 June 2, 2022 Pros To begin with the trial is always nice to see if this is a software that you can work with immediately, or catch on by way of use. I was able to reach out to the team and get some shared files that would point me in the right direction to how I needed to use certain features, but really my learning experience came from the trial and error. Once I learned how the software operated, I was able to smoothly go throughout my day sharing data with my clients. Cons To my knowledge there was no on boarding orientation only videos and reaching out to the team for help as needed. So, with me being new to the use of portals and software it would’ve been really helpful if a team member could have walked me through the process via Zoom or Google meets so I could be taught the steps to take and learn where and what to do. 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 help right standing on site but because I was unable to get it I had to shell my productivity until someone became available then they were available and I was unavailable so was some tag teaming going on. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SM Santino M. Student Education Management ### "FileInvite Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 May 28, 2022 Pros FileInvite is very easy to navigate with great features to communicate between clients and myself. A very secure platform that allows for us to upload confidential files without worrying. The automated follow ups are an excellent feature that save a lot of time and provides timely reminders. The ability to save files as PDF instead of pictures saves a lot of time. Cons No major issues have been experienced with FileInvite. Switched from [Bryt Software](https://www.capterra.com/p/173292/Bryt-Loan-Management-Software/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 30, 2022 Thank you for your review, Santino. We are glad that our automated follow-up and auto PDF-conversions are saving you time! SM Seth M. CEO Sports ### "Sports Agency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 6, 2022 Pros This software makes signing contracts for athletes smooth and secure. It’s very easy to navigate and makes it an easy and quick process for signing contracts. Cons Sometimes is takes a little while to upload a document. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 30, 2022 Thanks so much for the review, Seth. We're so glad that FileInvite has made your workflow easier, and we appreciate your feedback. AN Anonymous User Bookkeeper Accounting ### "Great Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 9, 2022 Pros I love that its easy for my clients to use Cons That i can only do 25 requests a month and i need more than that in a given month sometimes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 21, 2022 Thank you for your kind review! We put a lot of effort into making the experience as seamless as possible for yourself (the requestor) and your clients (who you are requesting information from). Please get in touch with our customer success team at support@fileinvite.com if you are running into requests limits frequently. There are different ways that we can structure your plan according to your business' needs. JR Jenny Rose C. Managing Partner Financial Services ### "Perfect for document generation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 January 9, 2022 Fileinvite is an efficient tool for the business as it helps us to request all the documents required for the mortgage in less than 1 minute and it also saves time in saving as it will automatically downloaded in the drive. Pros I love the template options as it will be easier for us to request documents instead of using emails, typing them manually. I also love the autosave features as they will also save admin time. Cons When documents not syncing in the folder. Reasons for choosing FileInvite I have been using file invite in my previous work so I am more familiar with how to utilize the tool itself. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 21, 2022 Thank you for your great feedback Jenny! That's incredible that you've managed to get your requests down to less than 1 minute. [View all Reviews](https://www.capterra.com/p/138728/FileInvite/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Google Drive vs FileInvite](https://www.capterra.com/compare/138728-161425/FileInvite-vs-Drive)