FileInvite review
A lending-focused workflow for collecting, approving, signing, and tracking complex documents.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
FileInvite is a cloud-based document workflow platform for commercial and complex lenders managing multi-party loan documentation. Banks, credit unions, SBA lenders, commercial finance companies, and similar teams can use party-specific document requests, personalized checklists, secure borrower portals, forms, uploads, electronic signatures, approvals, and audit trails in one workflow. Its focus is narrower than a general-purpose document tool, with features shaped around lending processes and high-value document collection.
Pricing is aimed at organizations with substantial document workflows. Standard Plans start at USD $9,900 per year and include secure document collection, automated reminders, progress tracking, PDF form-fill, digital signing, and one-click document approval. Enterprise Plans add expanded capacity, multi-party collaboration, loan servicing support, dedicated support, SharePoint and connected workflow integrations, and the FileInvite API. A 14-day trial is available without a card, while Enterprise pricing is custom. The annual starting price makes the product a stronger fit for lending teams that can justify specialized workflow coverage than for smaller groups seeking a low-cost document request tool.
Its strongest case is the combination of workflow control and ecosystem fit. FileInvite can synchronize with Google Drive, OneDrive, OneDrive for Business, Box, and Dropbox, while CRM and automation connections include Salesforce, HubSpot, and Zapier. Lending-related integrations include BankStatements, CashDeck, CreditSense, Fortiro Protect, and Xero WorkflowMax. Automatic PDF conversion, file renaming, AI-powered email document matching, and API access extend the workflow beyond collection alone. Choose FileInvite when lending-specific requests, approvals, signatures, reminders, and audit history matter together. Choose an alternative when the priority is a lower annual entry price, broader platform availability, or a general-purpose document workflow.
FileInvite pros and cons
- Where it wins
- Personalized requests, checklists, portals, reminders, and progress tracking
- Electronic signatures, approvals, audit trails, and activity history
- Cloud-storage, CRM, API, and lending workflow integrations
- Where it doesn't
- Standard Plans start at USD $9,900 per year
- Enterprise pricing is custom rather than published
- Available on the web platform only
FileInvite fact sheet, pricing and score →
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