FileInvite Overview

FileInvite offers a simple, fast, and secure alternative to email for document collection. Clients can return documents up to 80% faster using FileInvite's software.

Use Cases

Customers recommend Engaging And Following Up, Contact List Management, Workflow Management, as the business use cases that they have been most satisfied with while using FileInvite.

Other use cases:

  • Rating And Review Management
  • Products & Pricelist Management
  • Collaboration
  • Sending & Publishing Communications
  • Content Publishing
  • Content Sharing
  • Digital Signature
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using FileInvite.

Other priorities:

  • Increase Sales & Revenue
  • Scale Best Practices
See all business priorities See less business priorities

FileInvite Use-Cases and Business Priorities: Customer Satisfaction Data

FileInvite works with different mediums / channels such as E-Mail. Text SMS. Offline etc.

FileInvite's features include Templates, Alerts: Popups & Notifications, Personalization, etc. and FileInvite support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also FileInvite analytics capabilities include Custom Reports, and Analytics.

Reviews

"...This is an awesome piece of workflow automation...." Peer review by Anonymous Reviewer

Popular Business Setting

for FileInvite

Top Industries

  • Financial Services
  • Banking
  • Computer Software

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

FileInvite is popular in Financial Services, Banking, and Computer Software and is widely used by Small Business, Mid Market, and Large Enterprise.

Comprehensive Insights on FileInvite Use Cases

How efficiently Does FileInvite manage your Engaging And Following Up?

How can FileInvite enhance your Contact List Management process?

What Are the key features of FileInvite for Workflow Management?

16+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well FileInvite solved their business needs. Cuspera uses 528 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Case Studies

Banking

CASE STUDY New Jersey credit union

FileInvite helped a New Jersey credit union improve its loan application process. The credit union switched from ShareFile to FileInvite to fix slow and confusing document collection. FileInvite let ...them send document requests, use a secure portal, and automate reminders. Members found it easier to submit documents and talk to loan officers. The credit union cut loan processing time from weeks to under 48 hours. Members gave positive feedback about the new system.

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Financial Services

CASE STUDY Fundera

FileInvite helped Fundera cut loan document processing times from 42 days to 15 days. Fundera faced slow turnaround, lack of workflow visibility, and manual document handling. FileInvite replaced spr...eadsheets with a secure client portal and automated workflows. The system was easy for both staff and borrowers to use. Fundera quickly rolled out FileInvite to the whole team, improving efficiency and client experience.

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CASE STUDY Mortgage Atlanta

FileInvite helped Mortgage Atlanta, a three-person mortgage lending firm, digitize and streamline their document collection process. The team managed 300 transactions worth over $100 million per year.... Before FileInvite, collecting documents was slow and manual, using email and secure email, which was clunky and time-consuming. With FileInvite, they got documents back 80% faster, improved client experience, and boosted productivity. The solution allowed the small team to handle a high transaction volume efficiently.

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Accounting

CASE STUDY McCambridge Duffy Group

FileInvite helped McCambridge Duffy Group digitize their document collection process. The company faced slow, manual document handling using post, email, and WhatsApp, which made client service diffi...cult as volumes grew. With FileInvite, they automated and secured document requests, making it easier for clients to respond. The time required for document collection dropped by 87.5%. Employees now spend much less time per case, and client satisfaction has improved.

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Financial Services

CASE STUDY California hard money lender

FileInvite helped a California hard money lender streamline loan document collection. The lender faced challenges with email-based document gathering, which was slow and risky. FileInvite's secure up...load portal let borrowers and brokers send documents quickly and safely. The platform reduced emails and calls, improved team collaboration, and made it easier to manage more loans. The lender increased operational efficiency and strengthened their brand image.

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Marketing and Advertising

CASE STUDY Driving Success

FileInvite helped Driving Success, a marketing agency in Canada, improve how they collect content from clients. Before FileInvite, the team spent too much time chasing clients for files and reminders.... With FileInvite client portals, clients can upload files easily and securely. The process is now automated, so the team no longer sends reminders by hand. This made work faster and better for both the agency and its clients.

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Frequently Asked Questions(FAQ)

for FileInvite

What is FileInvite used for?

FileInvite is mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Engaging And Following Up, Contact List Management and Workflow Management .

What are the top features of FileInvite?

Templates, Alerts: popups & Notifications and Personalization are some of the top features of FileInvite.

Who uses FileInvite?

FileInvite is used by Financial Services, Banking and Computer Software among other industries.

Where is FileInvite located?

FileInvite is headquartered at 669 Great South Rd, Penrose, Auckland 1061, New Zealand.
lightning

Peers used FileInvite for engaging and following up and contact list management

FileInvite Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Custom Reports

4.32/5 ★

Read Reviews (49)
Analytics

4.16/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.05/5 ★

Read Reviews (1)
Custom Reports

4.32/5 ★

Read Reviews (49)
Analytics

4.16/5 ★

Read Reviews (3)

Software Failure Risk Guidance

?

for FileInvite

Overall Risk Meter

Low Medium High

Top Failure Risks for FileInvite

FileInvite Limited Profile

Company Name

FileInvite Limited

Company Website

https://www.fileinvite.com/

HQ Location

669 Great South Rd, Penrose, Auckland 1061, New Zealand

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