FileInvite

FileInvite

Automated cloud-based document collection system for clients

4.6/5 (62 opiniones)

Información general sobre FileInvite

FileInvite is an information and document requesting solution for any business that wants to automate the process across a client base. Offering particular suitability to those sectors involved in financial services, loan and mortgage applications for example, FileInvite is in fact open to all with scalable subscription-based pricing. The service promises enhanced security over data transmission and storage over traditional email methods, adding SSL/HTTPS encryption to keep sensitive client information confidential. This, coupled with the ability to make multiple requests in one hit while tracking progress, claims to streamline a more efficient approach to data collection.

The system works by allowing users to create "invites" that define all the required information and associated document attachments, which can be saved to template for repeated use. These are then sent to a client contact and tracked to report back the status and progress, viewable from within the app's dashboard-based interface. Automated email reminders can be setup to prompt timely client completion based on stipulated due dates, giving clients online portal links to precisely where the information should be submitted. The uploaded content and files are then securely stored for download through FileInvite, or automatically synced to cloud storage including Dropbox.

Precio

A partir de
12,00 US$/mes
Opciones de precios
Prueba gratis
Suscripción
Relación calidad-precio

Dispositivos

Tamaño de la empresa

P
M
G

Disponible en los países siguientes

Australia, Canadá, Europa, Estados Unidos

Idiomas admitidos

Inglés

Reseñas de FileInvite

Calificación general
4.6/5
97% reseñas positivas
48
Excelente
12
Muy bien
2
Normal
0
Pobre
0
Malo
Bruno B.
Traducir con Google

Great software, easy way to share documents and save time organizing files!

Software usado A diario durante Más de dos años
Revisado el 2/11/2017
Fuente de la reseña: Capterra

Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.

Puntos a favor

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. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

10.0/10
Jared F.
Traducir con Google

A Great Solution for Document Collection

Software usado Semanalmente durante Más de un año
Revisado el 17/5/2019
Fuente de la reseña: Capterra

The Fileinvite team has been very responsive. They are willing to listen and if it makes sense implement certain changes to the platform.

Puntos a favor

The software (app) is easy to use and set up, taking only a few minutes. The 'templates' feature make it easy to quickly send document requests to my clients / customers. The software also offers a quick video tutorial for those clients / customers familiar with such software, showing end users how to use the app. FileInvite just added a "forms" feature allowing the user to create quick and easy fillable form templates.

Puntos en contra

I would like to see some additional functionality added to "forms" like simple math functions. It would also be very beneficial to "replaceable fields" to the templates allowing for automatic naming of certain documents.

Traducir con Google

Respuesta de FileInvite

Thanks for the feedback Jared,
We're hoping to expand on the forms functionality soon...

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

9.0/10
Chris R.
Traducir con Google

Great value for the price! Easy to use and an effective way to improve productivity!

Software usado A diario durante 1-5 meses
Revisado el 8/5/2017
Fuente de la reseña: Capterra

Puntos a favor

The best feature of this software is its user interface. It is easy to set up templates and it offers you sufficient customization. I have used similar platforms before and although they allowed for some customization, I found that they imposed several limitations of how may customizations you were allowed. For example, I could include a description, but the number of characters allowed for the description were extremely limited. This made it difficult to provide all of the information that the customer needed to know about that specific request. I also eventually left other software providers behind because they kept increasing the price with very little improvement in their platform (and in some cases, less functionality for a higher price). I believe that this platform is a fair price and depending upon the enhancements down the road, I would consider paying more for additional functionality.

Puntos en contra

It would be great to have the ability to collect electronic signatures (which I know is in the works). Also, in other systems that I have used, I was able to send out status reminders based upon certain milestones in the process. For example, I could have different milestones set and once I checked them off, it would email the parties that I set up at the start (i.e. loan documents received, appraisal completed, clear to close, etc.)

Traducir con Google

Respuesta de FileInvite

Hey Chris, thanks for the awesome review! We have now have signature capture that you can use in beta, let me know if you'd like us to turn this on for you. We also have Zapier integration which may help down the track with your automated reminders and invites.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Clinton W.
Traducir con Google

Get docs faster - its what it does!

Software usado A diario durante Más de dos años
Revisado el 17/5/2019
Fuente de la reseña: Capterra

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.

Puntos a favor

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

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación

10.0/10
Usuario verificado
Traducir con Google

FileInvite

Software usado A diario durante 6-12 meses
Revisado el 17/7/2019
Fuente de la reseña: Capterra

Document collation is an important part of our process. Prior to using this system we would normally have clients emailing documents to our email address. The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly.

Puntos a favor

Our clients find FileInvite easy to use which is our ultimate aim when using this type of document collation service.
Once set-up it is easy for us to manage the process with documents being converted into PDF and transferred into our online system automatically ready for us to check and utilize for our clients application.

Puntos en contra

When we use our templates there are times that some of the documents being requested within the template are not required for the client involved. We can only delete one document at a time. It would be great if we could check the documents we don't need and then press delete rather than having to delete each one individually.

Desglose por calificación

Facilidad de uso

Probabilidad de recomendación

8.0/10

Precios de FileInvite

A partir de
12,00 US$/mes
Opciones de precios
Prueba gratis
Suscripción
Relación calidad-precio

14-day free trial available with unlimited functionality.

LITE: $12 per month (paid annually, otherwise $15 per month)
PRO: $28 per month (paid annually, otherwise $35 per month)
MULTI: $68 per month (paid annually, otherwise $85 per month)

Funciones de FileInvite

  • API
  • Almacenamiento de documentos
  • Chat
  • Control de acceso
  • Creación de marca personalizable
  • Gestión de archivos
  • Gestión de documentos
  • Integración de terceros
  • Panel de actividades
  • Seguimiento de actividades
  • Seguridad SSL

  • Comentarios
  • Espacio de trabajo colaborativo
  • Funcionalidad de búsqueda
  • Gestión de la comunicación
  • Gestión de permisos
  • Herramientas de colaboración
  • Interfaz para arrastrar y soltar
  • Notificaciones automáticas
  • Proyecciones

Más información sobre FileInvite

Funciones principales de FileInvite

  • API
  • API
  • Access Control
  • Action Mangement
  • Action item tracking
  • Activity Tracking
  • Application management
  • Approval Process Control
  • Approve Documents
  • Assignment Management
  • Audit Trail
  • Auditing
  • Authentication
  • Auto loans
  • Automated Scheduling
  • Automatic reminders
  • Branded invites
  • Business loans
  • CRM Integration
  • Chat
  • Chat ability
  • Client contact database
  • Client messaging
  • Closing documents
  • Collections Management
  • Compliance management
  • Configurable Workflow
  • Construction loans
  • Consumer loans
  • Contact import/export
  • Dashboard-based UI
  • Data Synchronization
  • Data Synchronization
  • Data encryption
  • Document Approval
  • Document Management
  • Document storage
  • Electronic applications
  • Email Notifications
  • File Management
  • File Transfer
  • File Transfer
  • For finance industry
  • History Tracking
  • Invitations and reminders
  • Invite progress tracking
  • Invite templates
  • Loan origination
  • Loan processing
  • Loan servicing
  • Loan submission control
  • Mortgages
  • Notifications
  • OneDrive Integration
  • Online application acceptance
  • Outsource processing
  • Password Management
  • Password Management
  • Receiving files
  • Remote Access
  • SSL secured
  • Secure Login
  • Secure Login
  • Secured data storage
  • Student loans
  • Third Party Integration
  • Third Party Integration
  • Track Applicants Files
  • User Management
  • Web storage integration

Beneficios

  • 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.
  • Pricing plans include the sending of unlimited "invites" sent to clients when formally requesting information and files, specifying the necessary information required and due deadlines.
  • 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.
  • Preguntas frecuentes sobre FileInvite

    He aquí algunas preguntas frecuentes sobre FileInvite.

    P. ¿Qué tipo de planes de precios ofrece FileInvite?

    FileInvite ofrece los siguientes planes de precios:

    A partir de: 12,00 US$/mes

    Modelo de precios: Suscripción

    Prueba gratis: Disponible

    14-day free trial available with unlimited functionality.

    LITE: $12 per month (paid annually, otherwise $15 per month)
    PRO: $28 per month (paid annually, otherwise $35 per month)
    MULTI: $68 per month (paid annually, otherwise $85 per month)

    P. ¿Cuáles son las características principales de FileInvite?

    FileInvite ofrece las siguientes características:

    • API
    • API
    • Access Control
    • Action Mangement
    • Action item tracking
    • Activity Tracking
    • Application management
    • Approval Process Control
    • Approve Documents
    • Assignment Management
    • Audit Trail
    • Auditing
    • Authentication
    • Auto loans
    • Automated Scheduling
    • Automatic reminders
    • Branded invites
    • Business loans
    • CRM Integration
    • Chat
    • Chat ability
    • Client contact database
    • Client messaging
    • Closing documents
    • Collections Management
    • Compliance management
    • Configurable Workflow
    • Construction loans
    • Consumer loans
    • Contact import/export
    • Dashboard-based UI
    • Data Synchronization
    • Data Synchronization
    • Data encryption
    • Document Approval
    • Document Management
    • Document storage
    • Electronic applications
    • Email Notifications
    • File Management
    • File Transfer
    • File Transfer
    • For finance industry
    • History Tracking
    • Invitations and reminders
    • Invite progress tracking
    • Invite templates
    • Loan origination
    • Loan processing
    • Loan servicing
    • Loan submission control
    • Mortgages
    • Notifications
    • OneDrive Integration
    • Online application acceptance
    • Outsource processing
    • Password Management
    • Password Management
    • Receiving files
    • Remote Access
    • SSL secured
    • Secure Login
    • Secure Login
    • Secured data storage
    • Student loans
    • Third Party Integration
    • Third Party Integration
    • Track Applicants Files
    • User Management
    • Web storage integration

    P. ¿Quiénes son los usuarios habituales de FileInvite?

    Los clientes habituales de FileInvite son:

    Empresas medianas, Empresas pequeñas

    P. ¿Qué idiomas admite FileInvite?

    FileInvite admite los siguientes idiomas:

    Inglés

    P. ¿Qué tipo de planes de precios ofrece FileInvite?

    FileInvite cuenta con los siguientes planes de precios:

    Suscripción

    P. ¿FileInvite es compatible con dispositivos móviles?

    No tenemos información sobre los dispositivos compatibles con FileInvite

    P. ¿Con qué otras aplicaciones se integra FileInvite?

    FileInvite se integra con las siguientes aplicaciones:

    Capsule, Dropbox, Egnyte, Google Drive, WorkflowMax, Zapier

    P. ¿Qué tipo de asistencia ofrece FileInvite?

    FileInvite ofrece las siguientes opciones de asistencia:

    Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo

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