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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Technology platform that service businesses use to run and grow

Audience

Professionals and teams of all sizes, across industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per user per month
Free Version
Free Trial

Pricing

$0/month/1 user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.3 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Copilot
Founded: 2020
United States
www.copilot.com

Company Information

FileInvite
Founded: 2014
New Zealand, United States
www.fileinvite.com

Alternatives

Alternatives

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Cerberus FTP Server

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Market Focus
SynaMan

SynaMan

Synametrics Technologies

Categories

Categories

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Admissions Features

Application Management
Assessment Management
Candidate Management
Colleges / Universities
Evaluation Management
Fee Management
Financial Aid Management
Forms Management
K-12
Recruiting Management
Scoring
Self Service Portal

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Collaboration Features

Access Control / Permissions
Autosave
Chat / Messaging
Cloud Storage
Comments / Annotations
Edit / Change Tracking
Electronic Signature
Multiple File Formats
Pre-made Templates
Search
User Tagging
Version Control
Workflow / Approval Process

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing Features

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Onboarding Features

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Box
Capsule
Dropbox
Google Drive
Microsoft OneDrive
Zapier

Integrations

Box
Capsule
Dropbox
Google Drive
Microsoft OneDrive
Zapier
Claim Copilot and update features and information
Claim Copilot and update features and information