# FileInvite Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is FileInvite the right Document Management solution for you? Explore 99 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/138728/FileInvite/reviews

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FileInvite

4.7 (99)

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Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of FileInvite

Ease of use

4.6

Customer Service

4.8

## Pros and Cons in Reviews

Connor M

Account ExecutiveFinancial Services, 501 - 1,000 employeesUsed the software for: 6-12 months.

“Easiest way to organize everything need for a full package submission.“

February 11, 2026

FM

Fukekila M

Enrolled Agent Financial Services, Self-employedUsed the software for: 6-12 months.

“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.“

June 2, 2022

SM

Santino M

StudentEducation Management, 501 - 1,000 employeesUsed the software for: 1-2 years.

“The automated follow ups are an excellent feature that save a lot of time and provides timely reminders.“

May 28, 2022

LB

Lindsey B

Owner/Tax AccountantAccounting, 2 - 10 employeesUsed the software for: 1-2 years.

“The software was great, but just not customized to my profession enough. And I know it isn't meant to be for accountants.“

July 29, 2022

SM

Seth M

CEOSports, 2 - 10 employeesUsed the software for: 6-12 months.

“This software makes signing contracts for athletes smooth and secure.“

May 6, 2022

CC

Charles C

AdviserLegal Services, Self-employedUsed the software for: More than 2 years.

“A message may be included for the reason when a file upload is 'Rejected' due to not being in the correct type.“

December 30, 2021

MF

Mark F

Director of Homeownership ServicesNon-Profit Organization Management, 11 - 50 employeesUsed the software for: Less than 6 months.

“Being able to send documents for signature along with having the customer securely upload their personal information has been very beneficial to our organization. “

January 4, 2022

TR

Thomas Jason R

Client RelationsAccounting, 51 - 200 employeesUsed the software for: More than 2 years.

“We've had complaints from clients that will start sending data in and then get an email telling them to send data in :)“

December 22, 2021

## Showing most helpful reviews

Showing 1-25 of 99 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Calvin O.  
Owner  
  
Used the software for: Less than 6 months

### "Easy to use, easy to set up and provides our company with a professional image"

March 9, 2018

5.0

Much greater security for sending and receiving customer information , both documents and messages. A more professional customer experience.

Pros

The on-boarding process as a new user is very good with helpful videos. The software is easy to set up and amend. The option to upgrade to custom branding presents a professional image to our customers. I feel this is a much safer system than allowing customers to send their documents to us via unencrypted emails.

Cons

I would love this software to integrate with Timely who provide our office diary. I would also like the option for a file invite to expire and be deleted from the providers server after a set time.

Review Source

VR

Verified Reviewer  
Loan Processor  
Banking  
Used the software for: 1-2 years

### "This saves me SO much time, and makes my job more enjoyable."

July 17, 2021

5.0

I don't know I used to do my job before FileInvite?! It has really changed the way I work, I have a lot more time to focus on important tasks, rather than chasing people for the right documents. Not to mention, whenever I've had an issue or I don't know how something works, the customer service team has been on hand to help. For your sake, seriously consider this software, it solves so many problems I didn't even know we had!!

Pros

Fileinvite does exactly what good software is meant to do. It makes life easier! I get the documents I need from my colleagues and their clients so quickly. If something isn't quite right, I reject it in file invite, and they usually send me the correct documents in a few hours. It also does all the file organising for me!

Cons

My only grievance is that I can't transfer an invite to a colleague. We worked around it when I went on leave, but it would be a great addition.

Review Source

Response from FileInvite

February 22, 2022

Hi there, thank you for your kind review! Regarding your feedback, we've recently added this feature Transfer Invite. Checkout https://help.fileinvite.com/en/articles/5401626-transferring-ownership-of-an-invite for more info or contact our Customer Success team at support@fileinvite.com if you have any questions.

AR

Alanna R.  
Client manager  
Financial Services  
Used the software for: 6-12 months

### "Its great however it is a long winded path to get into drop box"

March 8, 2018

3.0

Pros

I like how all uploaded info can go straight to our clients efile into their personalised file under drop box,

Cons

Not liking the amount of clicks you need to go thr ough to get to the path in their efile under our drop box.

Review Source

VR

Verified Reviewer  
associate  
Accounting  
Used the software for: 2+ years

### "Great support for biz process "

December 19, 2021

5.0

It helps to keep control over document requests.

Pros

Easy to collect similar list of uploads from various customers. Great digital signing option.

Cons

Status {RETURNED} is confusing in case some invites were not correctly completed.

Review Source

Response from FileInvite

February 22, 2022

Thanks for your feedback! Occasionally, clients click the 'I'm Finished' button before they are done, which marks the Invite as returned. In these instances, you can simply reopen the invite and reach out via in-app messaging to clarify what documents are still required. I hope this helps! Please reach out to us at support@fileinvite.com if there is something else going on, we'd be very happy to assist.

VR

Verified Reviewer  
Mortgage Adviser  
Financial Services  
Used the software for: 6-12 months

### "FileInvite"

July 17, 2019

4.0

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.

Pros

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.

Cons

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.

Review Source

VR

Verified Reviewer  
Bookkeeper  
Accounting  
Used the software for: 6-12 months

### "Great Software"

February 9, 2022

5.0

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

Response from FileInvite

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.

VR

Verified Reviewer  
Business Development Executive  
  
Used the software for: 1-2 years

### "Easy way to collect the documents without chasing the client"

April 19, 2018

5.0

Easily collect documents and keep track over them without chasing them for documents

Pros

Great way to easily invite the client to upload documents and track them,frequent notification free from manual chasing them

Cons

many more additional features can added,timestamp,sent out share etc so as may features can be added

Review Source

VR

Verified Reviewer  
Market President  
Banking  
Used the software for: 6-12 months

### "Great document collection tool - makes the process easy to collect documents. "

March 9, 2018

5.0

Ease of use. Streamlines the document collection process. Speeds up the document collection process.

Pros

Easy to implement. Customized branding for mid and higher grade applications. Works with several applications and easy API integration. Nice product for price. Good for single, team or corporate application.

Cons

White Label in highest grade only. Needs ability to set workflows and timed actions. Needs an unlimited Invite option.

Review Source

VR

Verified Reviewer  
Financial Advisor  
Financial Services  
Used the software for: 6-12 months

### "Enjoying this application."

August 5, 2018

5.0

I like this application and use it on the regular basis as part of conducting business.

Pros

Facilitates collection of different documents very easy. Allows to collect different information, efile it and forward to the clients in an efficient manner. Like the automated reminders.

Cons

Would be very helpful to have some additional features added, like a time stamp, for a example.

Review Source

Ryan P.  
Branch Manager NMLS 250511  
Banking  
Used the software for: 6-12 months

### "It has streamlined the document exchange with my clients. The sync feature, saves us hours of time!"

March 9, 2018

5.0

It is a huge time saver!

Pros

Easy to use, they have a great and responsive support team. The client interface is allows for an easy way for clients to upload documents.

Review Source

NA

Nikunj A.  
Accountant  
Accounting  
Used the software for: 6-12 months

### "Easy to collect documents from clients"

December 17, 2021

5.0

Pros

The most amazing feature of file invite is to copy the file invite and templates. It makes so easy to collect all the documents from clients.

Cons

When you search file invite it takes a lot of time to process and show the results.

Review Source

Response from FileInvite

February 21, 2022

Thank you for your review Nikunj! We've made some speed improvements to the service recently which is getting great feedback. Please reach out to us at support@fileinvite.com if this is still an issue.

KD

Kevin D.  
Media Marketing Lead  
Retail  
Used the software for: 1-2 years

### "Easy interface "

October 13, 2022

5.0

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.

Review Source

Response from FileInvite

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.

SM

Santino M.  
Student  
Education Management  
Used the software for: 1-2 years

### "FileInvite Review"

May 28, 2022

4.0

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.

Review Source

Response from FileInvite

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!

PB

Philip B.  
Owner  
Insurance  
Used the software for: 6-12 months

### "Very Good near perfect"

December 21, 2021

5.0

Pros

Saves time and puts all our files in one please hard to not be happy with it.

Cons

I wish I didn't have to add a +1 when creating a new contact if we could set a default region for contact creation to save time that would be great we only do business in the US.

Review Source

Response from FileInvite

February 21, 2022

We appreciate your input Philip. We've just released a revised 'Create Invite' process (early February 2022) that makes requesting information from your clients even easier. We've added a dropdown menu for country codes when adding contacts, with the option to set the US as default.

RB

Robert B.  
Company Director/ Mortgage Broker  
Financial Services  
Used the software for: 2+ years

### "Mortgage Broking and File invite "

January 9, 2022

5.0

it enable us to keep notes on all files as a Mortgage broker, which is essential

Pros

Easy to use plenty of room for file notes

Cons

Not anything Major really i find it quite easy t0 use

Review Source

Response from FileInvite

February 21, 2022

We're glad you find it easy to use. We put a lot of effort into making our products smart and user-friendly, so we appreciate the kind words.

MC

Melanie C.  
Consultant  
Consumer Services  
Used the software for: 6-12 months

### "A good communication tool"

January 20, 2023

4.0

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

Response from FileInvite

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.

HL

Heather L.  
Manager  
Financial Services  
Used the software for: 2+ years

### "Documentation handling ease"

May 17, 2019

5.0

Documentation is easy to obtain from clients and accessibility to this information is at a click away.

Pros

Easy to direct a client to upload their documentation to ensure we receive the documentation in a timely manner.

Cons

The software has no faults that I can see being an issue

Review Source

AB

Adam B.  
Mortgage Broker  
Banking  
Used the software for: 1-2 years

### "FileInvite is Brilliant Software"

July 23, 2019

5.0

Collecting documents is one of the most time consuming parts of our process, and clients are always confused and annoyed at it. FileInvite completely optimises this process and helps walk clients through the process.

Pros

Time savings Clients love it Easy to use Easy to customise Optimises the most time consuming part of our business

Cons

The link to Cashdeck was delayed, but it is part of the software now

Review Source

Scott B.  
Business Development Manager / Mortgage Broker  
Financial Services  
Used the software for: Less than 6 months

### "File Invite Review"

May 20, 2019

4.0

Pros

We spend a lot of time gathering required information for clients and their home loan application. We have now templated our requests to suit each lender and we can see if the client has opened it, uploaded info and of course returned it - very simple and easy to use

Cons

Not everyone one of clients use it and of course, I would be happier if it were cheaper, but I still think it's value for money

Review Source

TT

Timor T.  
Mortgage Broker  
Banking  
Used the software for: 1-2 years

### "File invite is a game changer"

January 3, 2022

5.0

Saves time, keeps things organized.

Pros

Saves a lot of time and keeps things arranged and avoids multiple emails from clients with documents all over the place.

Cons

The lack of other languages, mainly French and Russian. I live in a country where people sometimes don't necessarily fluent in English. To have an option of other languages will be wonderful!

Review Source

Response from FileInvite

February 21, 2022

Thanks for your input! We'll take it into consideration as we continue to make improvements in the future.

Kate Rae D.  
Director of Leadership Development  
  
Used the software for: 6-12 months

### "Set it and forget it -- and still get what you need"

March 9, 2018

5.0

Hours of my time and focus back.

Pros

I love the "set it and forget it" model. Projects that used to take hours of follow-up to get all the necessary components are now done with a minimum expense of my time: maybe 3 minutes to set up, and another few to download everything once it's returned. The software takes care of sending reminders to my collaborators, and I get to maintain better relationships.

Cons

The menu has a lot of options that are symbol-based, so it can be hard to know where to go for what you need. Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be.

Review Source

SL

Steve L.  
Broker  
Real Estate  
Used the software for: I used a free trial

### "Great software"

February 9, 2021

5.0

Able to obtain required documents from clients all in one portal. Clients can fill in a PDF and even add an electronic signature to the forms.

Pros

Helps the process of obtaining necessary and required documents for clients. The widget which you can place on your business website is invaluable. Once you get past the learning curve, it is easy to use and your customers will like using it. The support is unbelievable helpful and prompt.

Cons

None that I can see, other than the learning curve could have been shorter, but I believe a big part of that was me.

Review Source

Response from FileInvite

February 22, 2022

We appreciate your review Steve! We work hard to provide the best possible experience for you and your clients! We're glad to hear that FileInvite works well for you.

Patrick O.  
Owner  
  
Used the software for: Less than 6 months

### "Fantastic experience. Real timesaver."

March 9, 2018

5.0

Pros

Saves me time collating documents. Integrates with bankstatements.com.au which provides a seamless experience for clients to provide statements.

Cons

Some clients have complained that it is sometimes slow to upload. Other than that everything is fine.

Review Source

JK

James K.  
Mortgage Broker  
Financial Services  
Used the software for: 6-12 months

### "Fantastic - Simple to use and an easy way to gather documents."

May 9, 2017

5.0

Pros

I like how the files convert to PDF and automatically save to my laptop. Also, the ease at which clients can upload information, from their smartphone or computer.

Cons

Would like files to sync with OneDrive and Box. Also, the speed throughout the site can be on the slow side.

Review Source

Response from FileInvite

May 10, 2017

Hey James, thanks for the awesome review! We stoked that you're enjoying the ease of use for yourself and your clients.

SB

Sarah B.  
Director and Chief Talker  
  
Used the software for: 1-2 years

### "I love Fileinvite - finally my world is easier and clients know what to do!"

March 10, 2018

5.0

Pros

Its so easy with templates - and I do tailor each clients needs as well. I know when they are working on my requests and we have easy conversations between us to get to an end result - that being I have the documents I need from them - what a win/win

Cons

I do love this software - would like it to be a bit cheaper however the professionalism it shows to my clients is worth it - I have even put other advisers onto FileInvite. There's enough work for all of us!

Review Source

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