FileInvite
FileInvite is a document collection software that provides a simple, fast, and secure alternative to email for collecting documents from clients. It automates the document collection process by allowing users to request documents from clients and then ...
- Location: Denver, CO, United States
- Founded: 2015-01-01
- Website: https://fileinvite.com
Product & Features
- Automates secure document collection, forms, and signatures from all parties for lending.
- Utilizes intelligent templates with conditional logic and AI to streamline document requests.
- Enables multi-party collaboration, task assignment, and maintains a comprehensive audit trail.
- Offers bank-grade security, SOC 2 compliance, and customizable access controls.
- Integrates with CRMs and cloud storage, allowing custom API workflow automation.
- Converts files to PDF, intelligently renames them, and performs virus detection.
Notable Customers
- Fundera
- BayFirst
- 7(A) Funding Group
- B:Side Capital
- TMC Financing
- Capital CDC
- Stone Bank
- SouthState Bank
Recent News
- How FileInvite Collects Borrower Documents 64% Faster in Commercial Lending (2026-04)
- FileInvite - Data & Document Collection That's Simple, Fast and Secure (2023-03)
Integration partners
Similar Companies
Frequently Asked Questions
What is FileInvite?
FileInvite is a document collection software that provides a simple, fast, and secure alternative to email for collecting documents from clients. It automates the document collection process by allowing users to request documents from clients and then ...
What does FileInvite do?
Automates secure document collection, forms, and signatures from all parties for lending. Utilizes intelligent templates with conditional logic and AI to streamline document requests. Enables multi-party collaboration, task assignment, and maintains a comprehensive audit trail.
Who are FileInvite's customers?
FileInvite's customers include Fundera, BayFirst, 7(A) Funding Group, B:Side Capital, TMC Financing, Capital CDC.
Where is FileInvite based?
FileInvite is based in Denver, CO, United States.
When was FileInvite founded?
FileInvite was founded in 2015.