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About FileInvite
What is FileInvite?
FileInvite is a document collection platform designed for commercial and complex lending. It replaces email threads and spreadsheets with a secure, automated workflow to collect borrower documents faster and with full visibility.Problem it solves
Lenders waste 10.5 hours per employee per week chasing documents, and 30-40% of loan cycle time is spent waiting on borrowers. FileInvite automates requests, reminders, file naming, and status updates, reducing document collection time by 64% and processing 6x more loans.Who it is for
Ideal for loan teams, customer teams, and management in complex lending—commercial banks, SBA lenders, and credit unions. It's not for simple B2C document requests.Real use cases
Fundera cut loan documentation turnaround from 42 to 15 days. BayFirst, a top SBA lender, processed 12 months of loan volume in 2 months with FileInvite without adding headcount.Key features
- Automated document requests — Send personalized requests with checklists and automatic reminders.
- Real-time visibility — Track status of every document and party in one dashboard.
- Mobile-first borrower portal — Modern, easy-to-use portal for borrowers to upload documents.
- PDF form-fill & digital signing — Fill, sign, and collect documents digitally.
- Email document intake with AI — AI matches incoming emails to the right customer and loan automatically.
- Security & compliance — SOC 2 Type II compliance, multi-factor authentication, and audit trails.
SaaSpartout Score
7.6
/10
Editorial score from our review methodology — not user ratings.
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FileInvite Pricing
FileInvite pricing: from $9,900/yr.
For comparison: the median starting price in Finance & Accounting is $20/month, measured across 145 tools we track. See the full SaaS Pricing Index →
Standard Plan
Starts at USD $9,900/year for lenders processing up to 100 typical commercial loans annually. Includes document collection, PDF form-fill, digital signing, borrower portal, email intake, and audit trails.
Enterprise Plan
Custom quote for lenders processing more than 100 loans annually, servicing loans, and collaborating with multiple parties. Includes everything in Standard plus custom domain, custom branding, SharePoint integration, SSO, and management insights.
No free trial is mentioned, but 2-4 week implementation is standard.
Frequently asked questions
How much does FileInvite cost?
FileInvite Standard Plan starts at USD $9,900 per year. Enterprise plans are custom-quoted.
Is FileInvite free?
No free plan or trial is listed. Implementation takes 2-4 weeks.
Who is FileInvite best for?
FileInvite is best for commercial and complex lenders, including SBA lenders and credit unions, who need to collect borrower documents quickly and securely.
What alternatives are there to FileInvite?
Alternatives include Document Locator, GoAnywhere, and other document collection platforms, but FileInvite is focused specifically on complex lending workflows.
Does FileInvite integrate with loan origination systems?
FileInvite can be deployed without replacing your loan origination system. It offers API access and integrations with SharePoint, OneDrive, Google Drive, and Box.
