FileInvite

6.8easy start · #61 of 105
in File transfer services

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Web. Paid plans from $825/mo.

FileInvite is ranked #61 of 105 in file transfer services on The Geeks Club, made by FileInvite (Auckland, New Zealand). It runs on Android, API, iOS, Web. There is no free plan. Paid plans start at $825/mo.

FileInvite plans and pricing

All plans

Standard Plans $9,900/yr Starting from USD$9,900/year; plans are billed annually Up to 100 typical commercial loans annually fileinvite.com · 21 Sept 2026

Enterprise Plans Not published More than 100 typical commercial loans annually fileinvite.com · 21 Sept 2026

Standard plans $9,900/yr Annually; starting from Up to 100 typical commercial loans annually fileinvite.com · 29 Sept 2026

Enterprise plans Not published Talk to us for a quote More than 100 typical commercial loans annually; loan servicing and multi-party collaboration fileinvite.com · 29 Sept 2026

Compared on file transfer services

Free plan: No
Approval routing: Yes
Electronic signatures: Yes
Document generation: Yes
Automated notifications: Yes
Audit trail: Yes

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The record

Purpose: FileInvite is a document collection platform built for commercial and complex lending workflows.
Core workflow: It gives lenders a portal to request and collect documents from borrowers, guarantors, brokers, and other parties.
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.
Review and signing: Lenders can review and approve or reject submitted documents, and borrowers can complete forms and sign documents through a secure link.
Integrations: The site lists SharePoint, OneDrive, Box, and Google Drive for storage, Salesforce and HubSpot for connected workflows, and an API for custom integrations.
Security: FileInvite states that it is SOC 2 Type II compliant and uses 256-bit encryption for data in transit and at rest.
Hosting and compliance: The security page says FileInvite runs on AWS and describes GDPR compliance and SOC 2 audits.
Access controls: The product page says borrower portals can be open or password protected, with internal roles and permissions configurable by the organization.
Availability: The product page states a 99.9% uptime guarantee.
Implementation: The pricing page describes a typical implementation period of 2–4 weeks.
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.
Company and audience: FileInvite says banks, credit unions, and commercial lenders use its service for document collection in complex lending.
Founder and year: The About page identifies James Sampson as founder and says FileInvite was built in 2015.
Support resources: The site links to a Help Center for product guidance and feature documentation.
Price from: $825/mo

Where it ranks on The Geeks Club

Best File Transfer Services in 2026#61 of 105
Best Document Workflow Software in 2026#17 of 34

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Sources

fileinvite.com· checked 29 Sept 2026
fileinvite.com/product· checked 29 Sept 2026
fileinvite.com/security· checked 29 Sept 2026
fileinvite.com/pricing· checked 29 Sept 2026
fileinvite.com/about· checked 29 Sept 2026