--- description: Learn how FileInvite can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for FileInvite. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: FileInvite Reviews, Prices & Ratings | GetApp UK 2026 --- Breadcrumb: [Home](/) > [Mortgage Software](/directory/180/mortgage-loans/software) > [FileInvite](/software/106645/fileinvite) # FileInvite Canonical: https://www.getapp.co.uk/software/106645/fileinvite Page: 1 / 5\ Next: [Next page](https://www.getapp.co.uk/software/106645/fileinvite?page=2) > FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services. > > Verdict: Rated **4.7/5** by 99 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of FileInvite FileInvite's automated document collection and management software replaces traditional methods for chasing clients when it comes to gathering requested information in a more efficient way. Invite templates can be created to simplify the process of making repeated requests, before FileInvite tracks the request progress and sends automated reminders to clients. Files and assets are uploaded to a link, while users can then download all completed information and documentation through FileInvite or sync automatically to third-party online storage apps. Uses a secure SSL/HTTPS connection, automatically encrypting every file during upload and throughout cloud storage to offer a safer method than sending attachments via unencrypted email. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 99 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: FileInvite - **Location**: Auckland, New Zealand - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$829.00 - **Pricing model**: Usage Based - **Pricing Details**: Pricing varies based on number of users, usage volume, integrations, support and more. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Argentina, Armenia, Australia, Austria, Azerbaijan, Bangladesh, Belarus, Belgium, Bhutan, Bolivia, Bosnia & Herzegovina, Brazil, Bulgaria, Cambodia, Canada, Chile, China, Colombia and 78 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Admissions Management - Alerts/Notifications - Application Management - Approval Process Control - Archiving & Retention - Assessment Management - Audit Management - Audit Trail - Authentication - Auto Loans - Borrower Management - Business Loans - Candidate Management - Chat/Messaging - Client Database - Client Management ## Integrations (7 total) - Box - Dropbox Business - Google Drive - HubSpot CRM - OneDrive - WorkflowMax - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Mortgage Software](https://www.getapp.co.uk/directory/180/mortgage-loans/software) ## Related Categories - [Mortgage Software](https://www.getapp.co.uk/directory/180/mortgage-loans/software) - [File Sharing Software](https://www.getapp.co.uk/directory/422/file-sharing-api/software) - [Document Management Software](https://www.getapp.co.uk/directory/284/document-management/software) - [Loan Origination Software](https://www.getapp.co.uk/directory/899/loan-origination/software) - [Admissions Software](https://www.getapp.co.uk/directory/907/admissions/software) ## Alternatives 1. [Google Drive](https://www.getapp.co.uk/software/90762/google-drive) — 4.8/5 (28427 reviews) 2. [Google Workspace](https://www.getapp.co.uk/software/90761/google-apps-for-business) — 4.7/5 (17483 reviews) 3. [OneDrive](https://www.getapp.co.uk/software/91652/onedrive) — 4.5/5 (12623 reviews) 4. [Microsoft SharePoint](https://www.getapp.co.uk/software/90850/sharepoint) — 4.4/5 (5412 reviews) 5. [Microsoft 365](https://www.getapp.co.uk/software/90725/microsoft-office-365) — 4.6/5 (14035 reviews) ## Reviews ### "I like this site" — 5.0/5 > **Jerald** | *8 March 2018* | Recommendation rating: 7.0/10 > > **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. > > The auto follow up are the main thing. Together with SMS integration it makes for a great combo\! :) ----- ### "Great for business growth" — 5.0/5 > **Thomas Jason** | *22 December 2021* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Pros: SMS feature, email feature, auto reminders, simple to use, easy to train new staff, organization is easy, flexible and clean, ability to have templates with hyper links is great. We've had the ability to grow our business because on boarding a new client is so much more streamlined and organized. I am very happy we found you guys. > > **Cons**: Really no complaints, just some suggestions. We really wish there was a way to toggle off and on per invite the default template messaging when a client receives a new invite. 9/10 times its fine, but occasionally we need the default template wording to be different and the only way to change it is to change the universal language for the entire account, save it, go back to the invite, send it and then go back again and change the template back (and hopefully you remember to change it back). Also, we wish that if a client starts responding to the requests that the reminder notifications would automatically turn off. We've had complaints from clients that will start sending data in and then get an email telling them to send data in :) > > Overall FileInvite is fantastic, you really have a great product and it meets all the needs of what we were looking for originally. ----- ### "Gathering information made easy" — 3.0/5 > **Dylan** | *6 November 2018* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: FileInvite has made collecting important information from our clients so much easier. We can send a email right to them asking for specific items and they can send right back fast and secure. > > **Cons**: Price is a little expensive to just receive files. > > Overall the product is good and helps our agency collect information necessary. ----- ### "General Thought" — 4.0/5 > **Charles** | *30 December 2021* | Legal Services | Recommendation rating: 6.0/10 > > **Pros**: 0. Simplicity and easy to use 1. Able to create Templates 2. eMail notifications being sent automatically for each message 3. An Invite can be duplicated now 4. Quick access from the link given for the Invitees with or without passport setting 5. File conversion into PDF file > > **Cons**: Things to be improved rather than Cons: 1. Unable to prepare 'Create New Invite' first without linking a Contact at a drafting stage. A Contact has to be linked first to create a New Invite not the other way around. This results in the prepared Invite being deleted automatically when the Contact is to be changed without being given a warning notice before proceeding. 2. No memo writing function for each Invite: a short memo or information has to be written sometimes for each Invite but there is no function unless a Request is used for a note recording purpose. 3. No sending message function for the multiple Invites selected as only message sending is limited to an Invite. This means though the same information each message has to be prepared separately for a group of Invites. 4. A function that an Invite sent/used can be reused as a draft in Template. A template has to be first made to create an Invite not the other way around. If an Invite can be duplicated into the Template folder, it will save a lot of time in terms of modification and reusability of sent/used Invite. 5. A message may be included for the reason when a file upload is 'Rejected' due to not being in the correct type. ----- ### "A great, user friendly program" — 4.0/5 > **Lindsey** | *29 July 2022* | Accounting | Recommendation rating: 7.0/10 > > **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. ----- Page: 1 / 5\ Next: [Next page](https://www.getapp.co.uk/software/106645/fileinvite?page=2) ## Links - [View on GetApp](https://www.getapp.co.uk/software/106645/fileinvite) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Structured Data