FileInvite
Streamlining loan document collection.
Overview
FileInvite helps businesses streamline the process of collecting documents and information from clients. It provides a secure and organized way to request, track, and manage the documents needed for loan applications and other processes.
✨ Key Features
- Document Collection
- Information Requests
- Secure Client Portal
- Automated Reminders
- Templates
🎯 Key Differentiators
- Focus on simplifying the document collection process
- Secure and user-friendly client portal
Unique Value: A simple and secure way to collect documents and information from clients.
🎯 Use Cases (3)
✅ Best For
- NA
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Not a full loan origination system
🏆 Alternatives
More focused on the document collection workflow than general-purpose file sharing or eSignature tools.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: NA
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