FileInvite
FileInvite is a document collection platform for banks, credit unions, and commercial lenders handling complex lending workflows.
What FileInvite is
FileInvite is a document collection platform for banks, credit unions, and commercial lenders handling complex lending workflows. It gives lenders a portal to request and gather documents from borrowers, guarantors, brokers, and other parties. Templates automate requests, reminders, file naming, and status updates, while AI email intake matches forwarded documents to the relevant customer, loan, and request. Lenders can review submissions and approve or reject them; borrowers can complete forms and sign through a secure link. Storage connections include SharePoint, OneDrive, Box, and Google Drive, while Salesforce, HubSpot, and an API support connected workflows. Portals can be open or password protected, and organizations can set internal roles and permissions. FileInvite says it is SOC 2 Type II compliant, uses 256-bit encryption for data in transit and at rest, and runs on AWS. A 14-day trial is listed; typical implementation is described as 2–4 weeks.
Good
- Automates document requests, reminders, naming, and status updates
- AI email intake matches forwarded documents to loans
- Borrowers can submit forms and signatures through secure links
- Connects with listed storage and workflow services
Watch out
- No free plan
- Higher-volume lenders are directed to Enterprise pricing
Who it suits
FileInvite is aimed at banks, credit unions, and commercial lenders collecting documents for complex lending. Its standard plan is intended for lenders processing up to 100 typical commercial loans annually.
Verdict
FileInvite centers on collecting and reviewing documents across commercial lending workflows, with automation and borrower signing included. Lenders should check the annual plan volume limit and request Enterprise pricing if they exceed it.
Plans and prices
From FileInvite's own pricing page, checked 29 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standard plans | $9,900 a year | Up to 100 typical commercial loans annually · Annually; starting from |
| Enterprise plans | Priced on request | More than 100 typical commercial loans annually; loan servicing and multi-party collaboration · Talk to us for a quote |
The facts
Each one read from FileInvite's own pages, with the date it was checked.
What it does
- Access controls
- The product page says borrower portals can be open or password protected, with internal roles and permissions configurable by the organization.checked 29 Sep 2026
- Automation
- Templates automate document requests, reminders, file naming, and status updates, while AI email intake matches forwarded documents to the relevant customer, loan, and request.checked 29 Sep 2026
- Availability
- The product page states a 99.9% uptime guarantee.checked 29 Sep 2026
- Core workflow
- It gives lenders a portal to request and collect documents from borrowers, guarantors, brokers, and other parties.checked 29 Sep 2026
- Founder and year
- The About page identifies James Sampson as founder and says FileInvite was built in 2015.checked 29 Sep 2026
- Hosting and compliance
- The security page says FileInvite runs on AWS and describes GDPR compliance and SOC 2 audits.checked 29 Sep 2026
- Implementation
- The pricing page describes a typical implementation period of 2–4 weeks.checked 29 Sep 2026
- Integrations
- The site lists SharePoint, OneDrive, Box, and Google Drive for storage, Salesforce and HubSpot for connected workflows, and an API for custom integrations.checked 29 Sep 2026
- Pricing limit
- The standard plan is intended for lenders processing up to 100 typical commercial loans annually; higher-volume lenders are directed to Enterprise pricing.checked 29 Sep 2026
- Purpose
- FileInvite is a document collection platform built for commercial and complex lending workflows.checked 29 Sep 2026
- Review and signing
- Lenders can review and approve or reject submitted documents, and borrowers can complete forms and sign documents through a secure link.checked 29 Sep 2026
- Security
- FileInvite states that it is SOC 2 Type II compliant and uses 256-bit encryption for data in transit and at rest.checked 29 Sep 2026
- Support resources
- The site links to a Help Center for product guidance and feature documentation.checked 29 Sep 2026
The company
- Company and audience
- FileInvite says banks, credit unions, and commercial lenders use its service for document collection in complex lending.checked 29 Sep 2026
- Founded
- 2015checked 28 Sep 2026
- Headquarters
- Auckland, New Zealandchecked 28 Sep 2026
Money
- Free plan
- Nochecked 21 Sep 2026
