Audience

Professionals and teams of all sizes, across industries

About FileInvite

Make document collection a breeze with FileInvite, a cloud-based solution that transforms the way businesses collect information from clients. Convenient and easy to use, FileInvite helps business users collect the information they need by simply creating and sending a FileInvite to their clients with the information they require. The client then completes the requested information via a secure portal. The platform also lets business users set up and send automated reminders to ensure they get the information required from their clients on time.

Pricing

Starting Price:
$12.00/month/user
Pricing Details:
Lite - $12 per month
Pro - $28 per month
Multi - $68 per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
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Company Information

FileInvite
Founded: 2014
New Zealand
www.fileinvite.com

Videos and Screen Captures

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Product Details

System Requirements

SaaS
Other

Training

Documentation
Live Online
Webinars

Support

Business Hours
24/7 Live Support
Online

FileInvite Product Features

Admissions

Application Management
Assessment Management
Candidate Management
Colleges / Universities
Forms Management
Self Service Portal
Evaluation Management
Fee Management
Financial Aid Management
K-12
Recruiting Management
Scoring

Applicant Tracking

Assessments
Background Screening
Candidate Management
Collaboration Tools
Interview Scheduling
Job Board Posting
Onboarding
Self Service Portal
Workflow Management
Internal HR
Interview Management
Job Requisition
Recruiting Firms
Reference Checking
Resume Parsing
Resume Search

Audit

Compliance Management
Dashboard
Exceptions Management
Internal Controls Management
Issue Management
Multi-Year Planning
Risk Assessment

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Insurance Agency

Claims Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management
Commission Management
Insurance Rating

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Loan Origination

Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
For Finance Industry
Loan Processing
Loan Submission Control
Mortgages
Online Application
Online Application Acceptance
Amortization Schedule
Fee Management
Loan Consolidation

Loan Servicing

Application Management
Auto Loans
Business Loans
Compliance Management
Construction Loans
Customer Database
Loan Processing
Student Loans
Accounting Management
Amortization Schedule
Automatic Funds Distribution
Collateral Tracking
Collections Management
Fee Management
Investor Management

Mortgage and Loans

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

Onboarding

Document Management
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Self Service Portal
Task Management
Tax Forms
Training Management
Course Management
E-Verify / I-9 Forms
Orientation Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Project Management
Resource Management
Task Management
Third Party Integrations
Workflow Configuration
Event Monitoring
Graphical Workflow Editor
Help Desk Management