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On the recordRead 29 Sep 202617 facts
FileInvite
FileInvite · Auckland, New Zealand · founded 2015
Plans and prices
Standard plans
$9,900a year
Up to 100 typical commercial loans annually
Read 29 Sep 2026 · fileinvite.com
Enterprise plans
Priced on request
More than 100 typical commercial loans annually; loan servicing and multi-party collaboration
Read 29 Sep 2026 · fileinvite.com
On the record
- Access controls
- The product page says borrower portals can be open or password protected, with internal roles and permissions configurable by the organization.fileinvite.com · read 29 Sep 2026
- Automation
- Templates automate document requests, reminders, file naming, and status updates, while AI email intake matches forwarded documents to the relevant customer, loan, and request.fileinvite.com · read 29 Sep 2026
- Availability
- The product page states a 99.9% uptime guarantee.fileinvite.com · read 29 Sep 2026
- Company and audience
- FileInvite says banks, credit unions, and commercial lenders use its service for document collection in complex lending.fileinvite.com · read 29 Sep 2026
- Core workflow
- It gives lenders a portal to request and collect documents from borrowers, guarantors, brokers, and other parties.fileinvite.com · read 29 Sep 2026
- Founder and year
- The About page identifies James Sampson as founder and says FileInvite was built in 2015.fileinvite.com · read 29 Sep 2026
- Hosting and compliance
- The security page says FileInvite runs on AWS and describes GDPR compliance and SOC 2 audits.fileinvite.com · read 29 Sep 2026
- Implementation
- The pricing page describes a typical implementation period of 2–4 weeks.fileinvite.com · read 29 Sep 2026
- Integrations
- The site lists SharePoint, OneDrive, Box, and Google Drive for storage, Salesforce and HubSpot for connected workflows, and an API for custom integrations.fileinvite.com · read 29 Sep 2026
- Pricing limit
- The standard plan is intended for lenders processing up to 100 typical commercial loans annually; higher-volume lenders are directed to Enterprise pricing.fileinvite.com · read 29 Sep 2026
- Purpose
- FileInvite is a document collection platform built for commercial and complex lending workflows.fileinvite.com · read 29 Sep 2026
- Review and signing
- Lenders can review and approve or reject submitted documents, and borrowers can complete forms and sign documents through a secure link.fileinvite.com · read 29 Sep 2026
- Security
- FileInvite states that it is SOC 2 Type II compliant and uses 256-bit encryption for data in transit and at rest.fileinvite.com · read 29 Sep 2026
- Support resources
- The site links to a Help Center for product guidance and feature documentation.fileinvite.com · read 29 Sep 2026
