# Page 3 | FileInvite Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is FileInvite the right Document Management solution for you? Explore 99 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/138728/FileInvite/reviews --- FileInvite 4.7 (99) [View alternatives](https://www.capterra.com/p/138728/FileInvite/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 3 - Reviews of FileInvite ## Showing most helpful reviews Showing 51-75 of 99 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SW Stuart W. Mortgage Broker Financial Services Used the software for: 6-12 months ### "I had seen FileInvite advertised and thought it sounded okay but never took it any further, but ..." March 9, 2018 5.0 Saves time and frustration Pros FileInvite keeps all the application and data collection process in one place, but more importantly I am able to arrange the requests to suit the type of lending - ie: first home buyers, Welcome Home Loans, property investors, non-bank lending etc and this way I can collect what is needed. It also allows me to add detailed instructions for each piece of information that I require. Plus collecting bank statements is now easy and I get the information in the correct format - love this add-on. Best of all FileInvite converts everything to pdf format which saves a lot of frustration with trying to get every bit of information sorted out. Cons There is not much I don't like about this. I guess it would be good if the mobile number for texts could be automatically be changed to a +64 prefix as I keep forgetting. Review Source JT John T. Operations Manager Internet Used the software for: 1-2 years ### "Huge Time Saver! " September 28, 2016 5.0 This software was a lifesaver for our workflow! We used to spend hours chasing clients for the documents we need from them to start their application, not anymore. This software does all the chasing, and keeps everything in one place. I can now see exactly which documents have been sent to us and which ones we are still waiting for, and they're not all scattered through my email inbox. I absolutely LOVE the automatic dropbox sync. As soon as the client uploads their documents they instantly show up in an neat and tidy folder on my computer. Feedback from our clients using the software has been great, and we have noticed a massive increase in the speed that they return us the files too. Pros Everything is in one place and I don't have to remember to follow up the clients. Cons Can't reply to in-app messages by email. Review Source EC Edward C. Broker Banking Used the software for: 1-2 years ### "Thanks FileInvite!" January 3, 2022 5.0 So far all is good, we'll continue using FileInvite as it helps us documenting. Pros It's easy and accessible. Clients can upload documents needed. Cons None so far. My team and I love using this software. We have not encountered any problems with it yet. Review Source Response from FileInvite February 21, 2022 We're glad you and your team love using our product. If there's anything else we can do for you, please don't hesitate to let us know. SM Seth M. CEO Sports Used the software for: 6-12 months ### "Sports Agency" May 6, 2022 5.0 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 Response from FileInvite 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. GC Gary C. Director Financial Services Used the software for: 2+ years ### "file invite" December 29, 2021 5.0 Very happy Pros Ability to customise to my requirements and ease from use from clients point of view Cons Not enough templates that is specific to my industry. I have to do my forms from scratch Review Source Response from FileInvite February 21, 2022 Hi Gary, thank you for your valuable feedback. Regarding custom forms, we do offer a paid customisations service to help you out here. If you're interested please reach us at support@fileinvite.com requesting customisation support. Our team will also reach out to you personally on this. MM Michael M. Branch Manager Financial Services Used the software for: 6-12 months ### "Stop pulling your hair out!" July 17, 2019 5.0 It's given me the ability to provide secure portals for exchanging both information and conversation. I can reference conversations we've had with accuracy and also review them for my next contact with them. It saves me from having to cruise my email for the last conversation we had or mistakenly delete the email. Overall clients love the security and how things are broken down by date due. Pros The ability to present a needs list to my client that is not overwhelmingly long. Cons I can't add video links to remarks. I use them to give short explainers of why it's important to give me what I need in the request. Review Source VR Verified Reviewer Student Used the software for: Less than 6 months ### "Great way to share documents and save time organizing files" March 5, 2018 5.0 Pros You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. Cons Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally. Review Source VR Verified Reviewer AVP, Financial Reporting Officer Banking Used the software for: 1-2 years ### "Secure document collection" May 28, 2020 5.0 I found using this platform to be secure and allows us peace of mind during document transfers. Pros It allows to create a secure portal to collect documents. It gives us peace of mind rather than using email its much more secure. Cons Initial set up and learning how to use it took some time. Once we get it going we all agreed there wasn't a better solution. Review Source CW Connie W. Manager Used the software for: 6-12 months ### "great software " March 9, 2018 5.0 save us time and it will sending email to reminder the client and we don't need to manually f/up all the time. Pros first, the software can use the name you set up the template so after download, don't need to spend too much time to rename the file, second, if client upload the picture, you can choose to download the PDF one, and save time to convert the picture to PDF. Cons If client upload all the files and then you decide to download all the files, it will save as one merged PDF file, which has ID, bank statement, everything together, then we had to manually separate them, and rename, also under one template like bank statement, can't choose only download the merged docs for one template. Review Source Jerald H. Loan Officer Used the software for: Less than 6 months ### "I like this site" March 8, 2018 5.0 The auto follow up are the main thing. Together with SMS integration it makes for a great combo! :) Pros I love the extra follow ups that it does automatically. It has made my follow ups with clients very easy to do. Cons The signature feature is kinda broken. The signature never appears on the right spot and the box can't be resized. People just type in their signature as well and there's no way to disable this :( Please see RightSig for a good reference point. Review Source LP Lexi P. Executive Assistant Financial Services Used the software for: 2+ years ### "Satisfied Customer!" December 22, 2021 5.0 It was a great experience and easy to get in touch with people from FileInvite. Pros It's easy to separate the clients and keep things organized for us and clients. Cons I personally do not have any negatives. Review Source PC Pat C. Director Used the software for: 1-2 years ### "Clients love it we love it" May 8, 2017 5.0 Pros One place for uploading all docs. one place to check. One place for clients to go and make notes. Auto COnverting to pDF;s also awesome Cons Duplicating intro emails would be good - as in notes - we say similar stuff when sending out we have templates for the actual documents but can not copy/duplicate/drop in a note/intro as yet.... Review Source Response from FileInvite May 9, 2017 Hey Pat, thanks for the awesome review and feedback, we take all comments on board and helps us make fileinvite even better for future releases. RH Richard H. Director Financial Services Used the software for: 1-2 years ### "Time Saver" May 17, 2019 5.0 Increases the productivity of my business. Pros Clients love it. I can set out exactly what I need from a client and it is easy for them follow. It provides one central point for us to work together from. Cons I would like further integration into my CRM Review Source RF Richard F. Owner Financial Services Used the software for: 2+ years ### "Has made me much more productive" March 9, 2018 5.0 Increased prodctivity. Decreased frustration Pros Keeps all the documents I need precisely where I need them and allows me to create my own templates. Cons Needs to add the functionality for two people to sign the same document. Would like more options for sending reminders. Review Source VR Verified Reviewer Project Manager Translation and Localization Used the software for: Less than 6 months ### "Easy solution for file transfer" October 21, 2018 5.0 Pros I am working with tens or even hundreds of files on daily basis, transferring back and forth. FileInvite makes it all easier and painless. Cons I haven't found any cons so far, it's a brilliant solution for file transfers. Review Source Response from FileInvite October 22, 2018 Thanks for the review. It's great to see we can be a solid part of your workflow for collection and transferring files for translation. TS Tony S. Business Owner Financial Services Used the software for: 1-2 years ### "Great time saver for collecting documents" May 8, 2017 5.0 Pros simple to use for us and the clients. We can modify requested documents easily and give detailed instructions as required Cons We still need to review each document received to check what it is if the client has not labelled files clearly. Review Source Response from FileInvite May 8, 2017 Thanks for the awesome review Tony! Did you know that you can preview the documents that have been received in the invite > requests tab. Hope that helps! EH Emily H. Administrative assistant Financial Services Used the software for: 6-12 months ### "Very easy and efficient " June 18, 2019 5.0 I love fileinvite it has made collection of documents easier and more efficient. Pros It allows such ease to collecting documents. Also transferring documents to other programs is made easy. It has made my job a lot easier and helps me be very thorough. Cons I wish it isolated what you received from a client from what you still needed. Review Source BV Brad V. Mortgage loan originator Used the software for: 6-12 months ### "Very helpful for our users" March 8, 2018 5.0 Pros Secure docs and conversion to pdf This has been a helpful tool that has cut down on time and made it streamlined to review docs. Integration with google drive is also convenient Cons Access for the individual user is managed by administrators and I'd like to see the individual having more access Review Source VR Verified Reviewer Director of Sales and Operations Used the software for: Less than 6 months ### "Very Good and Easy Tpo Manage" March 9, 2018 5.0 easy to manage customers paper work,,, Pros Alerts and Advises Me any time there is activity.... Ability to use is simple. Keeps Data Manageable. Cons ability to reply with personal message are Not easy to find if it is available. sends my name double in messages Review Source CH Catriona H. Franchise Owner Financial Services Used the software for: 6-12 months ### "File invite Review" December 29, 2021 4.0 Has somewhat stopped the drip feeding of documents from clients Pros It is easy to use and makes collecting documents from clients easier and it is a more secure professional way to collect documents Cons Still getting the incorrect information - would like to be able to have more of a comments section to advise clients of exact requirements Review Source Response from FileInvite February 21, 2022 We really appreciate your feedback Catriona. We've shared it with the product team and they would like to discuss your comments further if you would like. Please contact us at support@fileinvite.com and we can set up a time to discuss further. DS Dan S. Vice President Financial Services Used the software for: 6-12 months ### "Documents" December 21, 2021 5.0 Pros I like the ease of collecting docs, getting signatures, and doing the follow up on the docs for me. Cons Its not able to sync to other platforms (monday.com) Review Source Response from FileInvite February 21, 2022 Thanks for the feedback Dan, we will certainly log this as an integration request. Miguel G. Development engineer Telecommunications Used the software for: I used a free trial ### "Envia fácilmente documentos " January 19, 2023 5.0 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 Response from FileInvite 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. HP Hamish P. director Financial Services Used the software for: 6-12 months ### "Great for reminding clients of what's missing" July 18, 2019 5.0 Pros keeping track of when clients look at the list Cons Nothing really overall delivers what it says it will Review Source CW Clinton W. Director Banking Used the software for: 2+ years ### "Get docs faster - its what it does!" May 17, 2019 5.0 We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process. We would always miss documents and be in and out of emails checking off against a manual spreadsheet. Quite simply... this sucked. When we found Fileinvite I knew immediately this would save us a ton of time and improve our client experience. We have been a user for two years now with zero regrets. Pros Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items. The the UI is pretty polished Cons Some of the menu systems require more clicks than should be required. No google contact or CRM integrations yet (work arounds with Zapier though) Fairly minor issue in my mind. Review Source AP Adam P. Loan Closer Financial Services Used the software for: Less than 6 months ### "FileInvite Rocks" July 17, 2019 5.0 Excellent. This has made the process of gathering information so much easier and our customers seem to enjoy the functionality and security of FileInvite. Pros I've been using FileInvite for over a month and it has definitely helped to streamline file collection from customers. I really enjoy being notified when a customer has reviewed the request and uploaded documents. Cons There were some minor issues with some of the "Live Form" fields but those issues have been resolved. Review Source Similar Products Featured