I recommend FileInvite to any company or industry professional that provides any form of a checklist to their clients for documents or to-dos!
Updated May 17, 2019

I recommend FileInvite to any company or industry professional that provides any form of a checklist to their clients for documents or to-dos!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with FileInvite

We've recently implemented FileInvite to help with the collection of certain necessary documentation and to help our clients with the organization of certain necessary client-related tasks.

Pros

  • Templates for similar use cases.
  • Customer notifications via email and text.
  • Ease of access to the request list by the recipient.

Cons

  • I am hopeful to see more customization in the templates, such as the ability to check to include rather than delete to exclude certain items on a per-client basis.
  • The system allows text reminders and email reminders. There is a cost to the text reminders, but no way to send ongoing email reminders without texts if texts are enabled.
  • I'd like to see a way to send test invitations while fine-tuning a variety of invite types. Currently, I believe any invite goes against the # permitted for the fee paid.
  • It's a little too soon to tell, but we envision this solution will pay for itself.
  • We also see this solution as an improvement to the customer experience.
There were at least two other solutions that I looked into. Of my list of needs, however, file invite had the majority of them covered, and I know that at least one other solution that I reviewed was significantly more expensive.
It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.
Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.
We haven't integrated it into any of our other platforms at this time. I would suggest making it easier to save the link that is sent to the customer in the file invite for future reference internally by the team, but other than that, training a couple of team members to start using it in our workflow was relatively painless.
File invite is specifically well suited for anyone that needs to collect certain documents from their customers. I'd say loan officers specifically. However, ideally, the templates would allow for a robust list of every potential document scenario, whereby the user would just go through and mark a check next to those documents required, rather than loading the invite with every available selection and then going through to delete those that are not necessary. This is slightly more time consuming and allows for more room for error.

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