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About

Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.

About

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for a customer onboarding platform

Audience

Professionals and teams of all sizes, across industries

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

£40 per user
Free Version Not Supported
Free Trial Not Supported

Pricing

$829/mo
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.3 / 5

Pros & Cons from Real Users

Pros

  • The user interface of FileInvite is super clean and intuitive. Easy to share and collect a digital signature for any type of user. Integrated with Dropbox and Zapier platforms. Approval and ability control can be set by admins. Pre-designed templates for creating contracts.
  • Perfect for any size of business/enterprise. Helps you in document automation. Available on SaaS, web and cloud platform. You can access file offline also. Lets you synchronize with Google Drive.
  • This is such a great service for data and document collection. Personalised branding makes it even better.

Cons

  • Till now I haven't found any downside in this platform.
  • No free plan available. Otherwise it's a great DMS tool.
  • Nothing really, overall ticks all our boxes. All pros!

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

FastDox
Founded: 2018
United Kingdom
fastdox.co.uk

Company Information

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

Alternatives

Alternatives

Cerberus FTP Server

Cerberus FTP Server

Redwood Software
Mortgage Quest

Mortgage Quest

Market Focus
SynaMan

SynaMan

Synametrics Technologies

Categories

AML Supported
CRM Supported
Digital Signature Supported
Lead Management Supported

Categories

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Not Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Not Supported
Progress Tracking Supported
Task Progress Tracking Supported

AML Features

Behavioral Analytics Not Supported
Case Management Supported
Compliance Reporting Supported
Identity Verification Supported
Investigation Management Not Supported
PEP Screening Not Supported
Risk Assessment Not Supported
SARs Not Supported
Transaction Monitoring Supported
Watch List Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Digital Signature Features

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

Admissions and Enrollment Features

Application Management Supported
Assessment Management Supported
Candidate Management Supported
Colleges / Universities Supported
Evaluation Management Supported
Fee Management Supported
Financial Aid Management Not Supported
Forms Management Supported
K-12 Not Supported
Recruiting Management Not Supported
Scoring Not Supported
Self Service Portal Supported

Commercial Loan Features

Asset Management Not Supported
Audit Trail Supported
Complex Debt Structures Not Supported
Dashboard Supported
Document Management Supported
Exposure Management Not Supported
Lead Management Not Supported
Pipeline Management Supported
Risk Management Not Supported
Trend Analysis Not Supported

Document Collaboration Features

Access Control / Permissions Supported
Autosave Supported
Chat / Messaging Supported
Cloud Storage Supported
Comments / Annotations Not Supported
Edit / Change Tracking Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Supported
Search Supported
User Tagging Not Supported
Version Control Supported
Workflow / Approval Process Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

File Sharing Features

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

Legal Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Not Supported
Version Control Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Supported
Online Application Supported

Loan Servicing Features

Accounting Management Not Supported
Amortization Schedule Not Supported
Application Management Supported
Auto Loans Not Supported
Automatic Funds Distribution Not Supported
Business Loans Supported
Collateral Tracking Supported
Collections Management Supported
Compliance Management Supported
Construction Loans Supported
Customer Database Supported
Fee Management Not Supported
Investor Management Not Supported
Loan Processing Supported
Student Loans Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Supported
Closing Documents Supported
Commercial Mortgages Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Supported
Residential Mortgages Supported

Onboarding Features

Course Management Not Supported
Document Management Supported
E-Verify / I-9 Forms Not Supported
Electronic Forms Supported
Electronic Signature Supported
Employee Handbook Not Supported
Employee Portal Supported
File Management Supported
Job Description Management Not Supported
Orientation Management Not Supported
Self Service Portal Supported
Task Management Not Supported
Tax Forms Supported
Training Management Supported

Portal Features

Chat Supported
Collaboration Supported
Content Management Supported
Document Management Supported
File Sharing Supported
Search Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Supported
Task Management Not Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Axis LMS Not Supported
Box Not Supported
Dropbox Not Supported
Google Drive Not Supported
HubSpot CRM Not Supported
Microsoft OneDrive Not Supported
Salesforce Not Supported
WWS Open API Supported
Zapier Not Supported

Integrations

Axis LMS Supported
Box Supported
Dropbox Supported
Google Drive Supported
HubSpot CRM Supported
Microsoft OneDrive Supported
Salesforce Supported
WWS Open API Not Supported
Zapier Supported
Claim FastDox and update features and information
Claim FastDox and update features and information
Claim FileInvite and update features and information
Claim FileInvite and update features and information