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Valoración media

31 reseñas
  • 5 / 5
    En general
  • 5 / 5
    Facilidad de uso
  • 5 / 5
    Atención al cliente
  • 4.5 / 5
  • 5 / 5
    Relación calidad-precio

Detalles del producto

  • Precio de partida
  • Pricing Details
    We offer a 14 Day Free Trial with Unlimited Functionality.
  • Versión gratuita
  • Implementación
    Instalado: Mac
  • Formación
    En persona
    Seminarios web
  • Asistencia
    Todos los días a cualquier hora (atiende un representante)
    Horas laborables

Datos del proveedor

  • FileInvite
  • http://www.fileinvite.com
  • Fundada en 2014

Información sobre este software

FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. With FileInvite you can set up reminders, templates and sync with your favorite cloud storage like Google Drive. Send a FileInvite Today!

  • Access Controls
  • Accounting Management
  • Amortization Schedule
  • Application Management
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Assessments
  • Audit Trail
  • Auto Loans
  • Automatic Funds Distribution
  • Background Screening
  • Business Loans
  • Business Process Automation
  • Candidate Management
  • Candidate Profiles
  • Candidate Tracking
  • Careers Page
  • Chat / Messaging
  • Claims Management
  • Client Database
  • Closing Documents
  • Collaboration
  • Collateral Tracking
  • Collections Management
  • Colleges / Universities
  • Commercial Mortgages
  • Commission Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Construction Loans
  • Consumer Loans
  • Contact Management
  • Contract Management
  • Course Management
  • Credit Reporting
  • Customer Database
  • Customer Statements
  • Customizable Dashboard
  • Dashboard
  • Digital Signature
  • Direct Mail Management
  • Document Assembly
  • Document Indexing
  • Document Management
  • Document Tagging
  • Drag & Drop
  • E-Verify / I-9 Forms
  • Electronic Applications
  • Electronic Forms
  • Electronic Signature
  • Email Integration
  • Email Marketing
  • Email Templates
  • Employee Handbook
  • Employee Portal
  • Encryption
  • Escrow Management
  • Evaluation Management
  • Event Monitoring
  • Exceptions Management
  • Fee Management
  • File Management
  • File Synchronization
  • Financial Aid Management
  • Flyer Printing
  • For Borrowers
  • Forms Management
  • Full Text Search
  • Government Loans
  • Graphical Workflow Editor
  • HUD Settlement Statements
  • Help Desk Management
  • Insurance Rating
  • Integrated Vendor Services
  • Internal Controls Management
  • Internal HR
  • Interview Scheduling
  • Investor Management
  • Issue Management
  • Job Board Posting
  • Job Description Management
  • K-12
  • Lead Management
  • Lender Search
  • Loan Consolidation
  • Loan Level Pricing
  • Loan Origination
  • Loan Processing
  • Loan Searching
  • Loan Servicing
  • Loan Submission Control
  • Marketing Management
  • Mobile Process Management
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Multi-Year Planning
  • Onboarding
  • Online Application
  • Orientation Management
  • Outsource Processing
  • Payment Tracking
  • Pipeline Management
  • Policy Management
  • Pre-Qualification
  • Pricing Management
  • Project Management
  • Promissory Notes
  • Property Tax Management
  • Quote Management
  • Recruiting Firms
  • Recruiting Management
  • Refinance Management
  • Residential Mortgages
  • Resource Management
  • Resume Parsing
  • Resume Search
  • Resume Storage
  • Risk Assessment
  • Scoring
  • Search
  • Self Service Portal
  • Social Media Integration
  • Student Loans
  • Task Management
  • Tax Forms
  • Third Party Loan Origination
  • User Management
  • Version Control
  • Visual Presentation
  • Workflow Management

Últimas reseñas disponibles sobre FileInvite

Traducción realizada automáticamente. Mostrar la reseña original

Great software, easy way to share documents and save time organizing files!

En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
5 / 5
Asistencia al cliente
5 / 5
Relación calidad-precio

Comentarios: Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.

Puntos a favor: You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.

Puntos en contra: Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.

Traducción realizada automáticamente. Mostrar la reseña original

Great value for the price! Easy to use and an effective way to improve productivity!

En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
5 / 5
Asistencia al cliente
5 / 5
Relación calidad-precio

Puntos a favor: The best feature of this software is its user interface. It is easy to set up templates and it offers you sufficient customization. I have used similar platforms before and although they allowed for some customization, I found that they imposed several limitations of how may customizations you were allowed. For example, I could include a description, but the number of characters allowed for the description were extremely limited. This made it difficult to provide all of the information that the customer needed to know about that specific request. I also eventually left other software providers behind because they kept increasing the price with very little improvement in their platform (and in some cases, less functionality for a higher price). I believe that this platform is a fair price and depending upon the enhancements down the road, I would consider paying more for additional functionality.

Puntos en contra: It would be great to have the ability to collect electronic signatures (which I know is in the works). Also, in other systems that I have used, I was able to send out status reminders based upon certain milestones in the process. For example, I could have different milestones set and once I checked them off, it would email the parties that I set up at the start (i.e. loan documents received, appraisal completed, clear to close, etc.)