FileInvite

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

Opmerkingen: It is a huge time saver!

Pluspunten:

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.

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

Opmerkingen: 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!!

Pluspunten:

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!

Minpunten:

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.

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

Pluspunten:

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

Minpunten:

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

Great support for biz process

Opmerkingen: It helps to keep control over document requests.

Pluspunten:

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

Minpunten:

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

FileInvite

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Great Software

Pluspunten:

I love that its easy for my clients to use

Minpunten:

That i can only do 25 requests a month and i need more than that in a given month sometimes.

Get docs faster - its what it does!

Opmerkingen: We are mortgage brokers - our problem has always been that to collect dozens of documents to submit a mortgage application was a convoluted and time consuming process. We would always miss documents and be in and out of emails checking off against a manual spreadsheet. Quite simply... this sucked. When we found Fileinvite I knew immediately this would save us a ton of time and improve our client experience. We have been a user for two years now with zero regrets.

Pluspunten:

Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items. The the UI is pretty polished

Minpunten:

Some of the menu systems require more clicks than should be required. No google contact or CRM integrations yet (work arounds with Zapier though) Fairly minor issue in my mind.

Easy way to collect the documents without chasing the client

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

Pluspunten:

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

Minpunten:

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

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

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

Pluspunten:

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.

Minpunten:

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

Enjoying this application.

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

Pluspunten:

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.

Minpunten:

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

Easy to collect documents from clients

Pluspunten:

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.

Minpunten:

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

Easy interface

Pluspunten:

It is a great advantage that it has an easy interface that the user can learn very easily. It is a user friendly application.

Minpunten:

Increasing the number of requests more will increase my usage. This is its only limitation, but it is very important to many users.

FileInvite Review

Pluspunten:

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.

Minpunten:

No major issues have been experienced with FileInvite.

Very Good near perfect

Pluspunten:

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

Minpunten:

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.

Mortgage Broking and File invite

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

Pluspunten:

Easy to use plenty of room for file notes

Minpunten:

Not anything Major really i find it quite easy t0 use

Thanks FileInvite!

Opmerkingen: So far all is good, we'll continue using FileInvite as it helps us documenting.

Pluspunten:

It's easy and accessible. Clients can upload documents needed.

Minpunten:

None so far. My team and I love using this software. We have not encountered any problems with it yet.

file invite

Opmerkingen: Very happy

Pluspunten:

Ability to customise to my requirements and ease from use from clients point of view

Minpunten:

Not enough templates that is specific to my industry. I have to do my forms from scratch

Secure document collection

Opmerkingen: I found using this platform to be secure and allows us peace of mind during document transfers.

Pluspunten:

It allows to create a secure portal to collect documents. It gives us peace of mind rather than using email its much more secure.

Minpunten:

Initial set up and learning how to use it took some time. Once we get it going we all agreed there wasn't a better solution.

File Invite Review

Pluspunten:

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

Minpunten:

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

File invite is a game changer

Opmerkingen: Saves time, keeps things organized.

Pluspunten:

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

Minpunten:

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!

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

Opmerkingen: Hours of my time and focus back.

Pluspunten:

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.

Minpunten:

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.

Great software

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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

Fantastic experience. Real timesaver.

Pluspunten:

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

Minpunten:

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

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

Pluspunten:

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.

Minpunten:

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

FileInvite Rocks

Opmerkingen: Excellent. This has made the process of gathering information so much easier and our customers seem to enjoy the functionality and security of FileInvite.

Pluspunten:

I've been using FileInvite for over a month and it has definitely helped to streamline file collection from customers. I really enjoy being notified when a customer has reviewed the request and uploaded documents.

Minpunten:

There were some minor issues with some of the "Live Form" fields but those issues have been resolved.