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A Huge time saver and error avoidance tool ! But not reliable
May 12, 2022

A Huge time saver and error avoidance tool ! But not reliable

Abraham Smythe | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User

Overall Satisfaction with FileInvite

It helps to keep everyone involved in the transaction with a status of what documents are still outstanding. Easy to use, they have a great and responsive support team. The client interface allows for an easy way for clients to upload documents.
  • Nice and simple software.
  • Fairly simple from the user side.
  • Easy to use and communicate with clients.
  • Very easy to work with, excellent customer service and always available when needed.
  • It takes forever to delete unwanted document in my experience.
  • The signature never appears on the right spot and the box can't be resized.
  • Our problem has always been to collect dozens of documents to submit an application.
  • More secure professional way to collect documents.
  • Once you load your requests, FileInvite follows up the client by email or sms.
  • You get regular updates as to the progress.
  • Clients are happy knowing that their information is being uploaded in a secure environment.
  • It is not available and the site is not mobile friendly.
  • Initial set up and learning how to use it took some time.
  • There were some minor issues with some of the Live Form.
Client Management, Team Collaboration, Customer Statements, Pre-Qualification, Closing Documents, Contact Database Messaging.

Do you think FileInvite delivers good value for the price?

Not sure

Are you happy with FileInvite's feature set?

No

Did FileInvite live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of FileInvite go as expected?

I wasn't involved with the implementation phase

Would you buy FileInvite again?

No

I would like the search function to work from the initial dashboard, for the messages from clients to show immediately when you log in, for the forms function to be more sophisticated with great formatting, and for the reminders to have a custom reminder period (e.g. one month).

Fileinvite has solved the issue of how to send and receive sensitive information from clients in a safe and secure manner.