# FileInvite Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about FileInvite Software - reviews, pricing plans, popular comparisons to other Document Management products and more. Source: https://www.capterra.com/p/138728/FileInvite --- # FileInvite Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) FileInvite ## What is FileInvite? FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and lending teams in mind, FileInvite provides a secure client portal that simplifies document intake from any device. It features online forms with digital signing, reusable templates, and automated reminders to reduce follow-ups and accelerate processing. An intuitive admin dashboard gives teams full visibility and control over document requests, while integrations with platforms like Salesforce, HubSpot, SharePoint, Google Drive, and more enable seamless workflows with existing systems. Trusted by banks, credit unions, and professional service firms, FileInvite helps reduce loan cycle times, save hours of admin per week, and maintain compliance with SOC 2 Type 2 and GDPR standards. ## What is FileInvite used for? [Document Management](https://www.capterra.com/document-management-software/)[File Sharing](https://www.capterra.com/file-sharing-software/)[Digital Signature](https://www.capterra.com/digital-signature-software/) Top alternative Featured Overall rating Based on 99 user reviews Reviews sentiment Positive 97% Neutral 3% Negative 0% Starting price $829 Usage Based, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for FileInvite?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.fileinvite.com&name=FileInvite) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### FileInvite 4.7 (99) VS. [4.7 (24,036)](https://www.capterra.com/p/135003/Slack/reviews/) Starting Price $829 Usage Based, Per Month Starting Price $8.75 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (99) Ease Of Use 4.6 (28,296) Value For Money 4.6 (83) Value For Money 4.5 (20,443) Customer Service 4.8 (80) Customer Service 4.4 (18,447) ## FileInvite alternatives [4.4 (2,883)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.6 (94)](https://www.capterra.com/p/145411/Zoho/reviews/) Starting price $3.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [Google Drive](https://www.capterra.com/p/161425/Drive/) [4.8 (28,420)](https://www.capterra.com/p/161425/Drive/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161425/Drive/) [View all alternatives](https://www.capterra.com/p/138728/FileInvite/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions 4.5 (10) 30.00% of 10 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems File Sharing 4.9 (9) 44.44% of 9 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Electronic Signature 4.0 (8) 62.50% of 8 reviewers that rated this feature as important or highly important Digitally sign online documents Document Storage 4.9 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Alerts/Notifications 5.0 (6) 33.33% of 6 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Collaboration Tools 4.7 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together FileInvite 102 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Handle the registration and admission process for existing and new students Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Track, manage and store the applications of potential future members, customers or candidates Manage the process of evaluating documents or requests submitted for approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Creation, administration, and evaluation of assessments or tests Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Verify the identity of users/devices to enable secure access Type of loan used to finance the purchase of a motor vehicle Searchable database of information about loan borrowers Type of loan used to finance business expenses Build, track, and maintain relationships with candidates Communicate using direct chat or messages within the system Electronic storage of stakeholder contact information Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Type of loan used to finance construction projects Manage, organize, and store contact information Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Track, store, and access client contracts or licenses A collection of customer information such as contact details, demographics, previous interactions, etc. Store and organize information about customers and previous interactions Reports that show customers their invoices, payments, and balance on the account Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Protect sensitive data for digital privacy Manage and store data in a database Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Electronic signing method that validates the authenticity and integrity of a digital document Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Convert data into a code for security Convert files to a different format Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Move files across different systems or networks Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Store, manage and track all forms in a centralized location Search for specific words or phrases within a document or database Information, data and reports that are being tracked over time Track interaction history by documenting conversations for contacts Store information about leads or contacts and track, manage and nurture them throughout the sales process Distribution and delivery of funds to approved borrowers Process of securing a loan from a bank or any other lender. Collect, organize, and prepare loan information to send to the lender for approval Process of collecting loan interest and escrow payments from a borrower. Communicate using messages within the system Access software remotely via mobile devices Capture signatures via mobile devices Type of loan used to purchase real estate Expand services to areas outside of the home location, functioning as an extension of the home location. Manage the accounting and financial aspects of multiple locations or companies in a single location Share documents with different users to collect multiple signatures Ability of websites, web applications, or mobile applications to function without an active internet connection Ability to fill out and submit application forms on the web Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords Tracking, managing, and initiating the transfer of funds for overdue customer payments Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. The initial step in the mortgage workflow Streamlining repetitive tasks and activities through automated and predefined workflows Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Calculation of consumption tax imposed on properties Files and folders are updated in real-time when changes/edits are made Engage in direct, instant messaging with customers, users, etc. Timed notification for any upcoming task, deadline, appointment, or activity Access work applications remotely, for when working away from the office and/or traveling Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Securely stores data to prevent data loss or breaches At least a username and password is required to access the system Online portal through which end users can access the system, manage tasks, or obtain information Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Type of loan designed to help students pay for post-secondary education and associated fees Create, manage and track all task activities and progression Allow multiple team members to edit and work on the same document Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Store, modify, and track user accounts and access in a centralized directory Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (99) 4.4 Based on 99 reviews ## Pricing Value for money 4.6 (83) [View pricing plan details](https://www.capterra.com/p/138728/FileInvite/pricing/) Collect $829.00 Usage Based,Per Month It includes: - 10 users - Accelerate document collection - Streamline borrower experience - Allow view access to third parties - Integrate with cloud storage - Track compliance with audit trails Connect $1,659 Usage Based,Per Month It includes: - 50 users - Accelerate document collection - Streamline & customize borrower experience - Collaborate with teams & third parties - Integrate with cloud storage & workflows in other aps including CRM - Track compliance with audit trails & specify custom roles & permissions Connect+ $2,499 Usage Based,Per Month It includes: - 100 users - Accelerate document collection - Streamline & customize borrower experience - Collaborate with teams & third parties - Integrate with cloud storage & workflows in other aps including CRM - Track compliance with audit trails & specify custom roles & permissions Value for money 4.6 (83) 4.6 Based on 83 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Box](https://www.capterra.com/p/148766/Box/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ WorkflowMax](https://www.capterra.com/p/226306/WorkflowMax/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (80) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (80) 4.8 Based on 80 reviews ## User reviews Overall rating 4.7 Based on 99 reviews Filter by rating 5(74) 4(22) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent AU Anonymous User Account Executive Financial Services ### "Best document collection platform!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2026 Overall I love the platform and use it weekly to manage several documents per client! Easiest way to organize everything need for a full package submission. Pros FileInvite is the easiest platform for collecting large quantities of documents. It make the process so simple when I have to gather large financial documents that need to be kept secure. It's also a great price for how intuitive it is! Cons File invite doesn't have much downside. Very simple to use and good value for what it offers. Makes it very easy to share files between client and business. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MC Melanie C. Consultant Consumer Services ### "A good communication tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 January 20, 2023 Pros Here at my business we use this app for file sharing. It makes a great communication tool, simple and fast. Cons I don't have any cons for this app as of right now. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 13, 2023 Hi Melanie, Thanks so much for your lovely feedback! Glad to hear it's working so well for you. Would you be willing to join our customer research panel? Doing so allows you to share suggestions and feedback that can shape the future of our app (Most opportunities come with the opportunity for a voucher or $ as a token of our appreciation). If so, please just send me an email. Miguel G. Development engineer Telecommunications ### "Envia fácilmente documentos " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 January 19, 2023 Muy positiva , te envian y envias documentos fácilmente. Tambien tiene google Drive lo cual te permite abrir el abanico de opciones para compartir archivos Pros Lo que mas me gusto fue la facilidad que te dan para usar el periodo de prueba. Con ello comprobamos lo dinamico y facil que es enviar documentación Cons Si hubiera sido mas barato hubieramos optado por comprarlo Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 13, 2023 Hi Miguel! We appreciate you stopping to give us some feedback, and we're happy to hear how well it worked for you Regarding the price, we do have a bunch of different options (https://www.fileinvite.com/pricing). If none of these options work, I encourage you to press contact sales on the one of the custom plans so we can look at creating something tailor made for your needs. KD Kevin D. Media Marketing Lead Retail ### "Easy interface " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 October 13, 2022 Pros It is a great advantage that it has an easy interface that the user can learn very easily. It is a user friendly application. Cons Increasing the number of requests more will increase my usage. This is its only limitation, but it is very important to many users. Switched from [TUIO](https://www.capterra.com/p/173831/Tuio/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 20, 2022 Thanks for your review. It's awesome to hear you like the easy-to-use customer portal - we like it too! When it comes to the price per invite - depending on the size of your team, the more invites you send, the cheaper each invite is. Please have a look here at our pricing options: https://www.fileinvite.com/pricing If your team is large enough for the enterprise plans please give us a call so we can tailor a custom Fileinvite plan just for you. LB Lindsey B. Owner/Tax Accountant Accounting ### "A great, user friendly program" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 July 29, 2022 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 17, 2022 Thanks for your review, Lindsey. We're glad you found the software so easy to use! Because we serve customers across so many industries (Finance, Legal, Academic, etc.), we'd love to hear your feedback specifically from the accounting perspective. If you would't mind sending us direct feedback, please message us via https://www.fileinvite.com/contact. FM Fukekila M. Enrolled Agent Financial Services ### "My experience is an open book. LOFY " 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 June 2, 2022 Pros To begin with the trial is always nice to see if this is a software that you can work with immediately, or catch on by way of use. I was able to reach out to the team and get some shared files that would point me in the right direction to how I needed to use certain features, but really my learning experience came from the trial and error. Once I learned how the software operated, I was able to smoothly go throughout my day sharing data with my clients. Cons To my knowledge there was no on boarding orientation only videos and reaching out to the team for help as needed. So, with me being new to the use of portals and software it would’ve been really helpful if a team member could have walked me through the process via Zoom or Google meets so I could be taught the steps to take and learn where and what to do. The time that it took for the team to respond to me I didn’t care for too much, because of the nature of the flow of my assignment I needed help right standing on site but because I was unable to get it I had to shell my productivity until someone became available then they were available and I was unavailable so was some tag teaming going on. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SM Santino M. Student Education Management ### "FileInvite Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 May 28, 2022 Pros FileInvite is very easy to navigate with great features to communicate between clients and myself. A very secure platform that allows for us to upload confidential files without worrying. The automated follow ups are an excellent feature that save a lot of time and provides timely reminders. The ability to save files as PDF instead of pictures saves a lot of time. Cons No major issues have been experienced with FileInvite. Switched from [Bryt](https://www.capterra.com/p/173292/Bryt-Loan-Management-Software/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 30, 2022 Thank you for your review, Santino. We are glad that our automated follow-up and auto PDF-conversions are saving you time! SM Seth M. CEO Sports ### "Sports Agency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 6, 2022 Pros This software makes signing contracts for athletes smooth and secure. It’s very easy to navigate and makes it an easy and quick process for signing contracts. Cons Sometimes is takes a little while to upload a document. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor May 30, 2022 Thanks so much for the review, Seth. We're so glad that FileInvite has made your workflow easier, and we appreciate your feedback. AU Anonymous User Bookkeeper Accounting ### "Great Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 9, 2022 Pros I love that its easy for my clients to use Cons That i can only do 25 requests a month and i need more than that in a given month sometimes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 21, 2022 Thank you for your kind review! We put a lot of effort into making the experience as seamless as possible for yourself (the requestor) and your clients (who you are requesting information from). Please get in touch with our customer success team at support@fileinvite.com if you are running into requests limits frequently. There are different ways that we can structure your plan according to your business' needs. JR Jenny Rose C. Managing Partner Financial Services ### "Perfect for document generation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 January 9, 2022 Fileinvite is an efficient tool for the business as it helps us to request all the documents required for the mortgage in less than 1 minute and it also saves time in saving as it will automatically downloaded in the drive. Pros I love the template options as it will be easier for us to request documents instead of using emails, typing them manually. I also love the autosave features as they will also save admin time. Cons When documents not syncing in the folder. Reasons for choosing FileInvite I have been using file invite in my previous work so I am more familiar with how to utilize the tool itself. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 21, 2022 Thank you for your great feedback Jenny! That's incredible that you've managed to get your requests down to less than 1 minute. [View all Reviews](https://www.capterra.com/p/138728/FileInvite/reviews/) Popular comparisons [Google Drive vs FileInvite](https://www.capterra.com/compare/138728-161425/FileInvite-vs-Drive)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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