FileInvite vs. Moneylender Professional Comparison


FileInvite	Moneylender Professional Whitman Technological Corporation	+	+
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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.	About Loan servicing software to track the balance and payments on virtually any type of loan or lease. Easily manage hundreds or thousands of loans generating customizable statements, reports. Borrower online access and electronic payment (US banks only) using our AutoPay system. Very affordable. Download Moneylender - it will run as a Demo until you purchase it, so you can test it out with your loans. Email and phone support, support forums, integrated User's Guide. We're here to help you make the most of what Moneylender can do.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Professionals and teams of all sizes, across industries	Audience People with loans, investment firms, big-ticket retailers, car dealerships, venture capital, credit unions.
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $829/mo Free Version Free Trial	Pricing $489 one-time/user Price is one-time purchase. Optional upgrade access for $129/year after the first year. Free Version Free Trial
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	Reviews/Ratings Overall 5.0 / 5 ease 4.6 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
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!	Pros & Cons from Real Users Pros The flexibility to handle lots of loan types and scenarios. Other software companies charge extra for the report features that this software includes standard--it's pretty amazing. Very user friendly and I like that it offers a variety of interest, and late fee calculation options. The many reports that are included with the software can be tailored to efficiently and successfully service any loan. Moneylender is user friendly, customizable, and Josh (the creator) is so helpful! He has gone above and beyond to help us through understanding and using the product to fit our business needs. It is well designed, appropriately updated, and effective for loan tracking. I switched from another product to this which was the best move I ever made. It was a big decision because I was so dug in to the old software but making the move was a wise choice! I have all of my students purchase this product because I know how to work it and now they do also! NoteConference.com The software calculates the interest and fees based on payment dates and produces a professional statement for your Borrowers. Customer service is outstanding. They answer on the first or second ring and stay with you for some of the crazy scenarios that you will encounter as a Lender. They even rewrite code to accommodate customers. Cons Absolutely nothing. The software delivers exactly what it claims to offer. Some of the loan reports don’t total the columns. It would be a good feature if those reports would total the columns or give you the option to total them. Unless that’s a feature I haven’t learned yet. There are some specific features that did not fit our business model, i.e. we apply funds to principal and interest before paying additional fee/escrow balances due (Moneylender applies funds to fees/escrow before p/i). However, despite the difference, Josh has helped us understand and work with these differences to still efficiently use the product. Temporary discomfort transferring out of one system into this system. Now there is a work around available to "import" loans from the old platform to this one That I didn't find MoneyLender sooner. It is a great tool!
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information FileInvite Founded: 2014 New Zealand, United States www.fileinvite.com	Company Information Whitman Technological Corporation Founded: 2004 United States moneylenderprofessional.com
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Mortgage Quest Market Focus	ABLE Platform
SynaMan Synametrics Technologies	Bryt Software
Collect	Elysys Loans Elysys
Portfolio+ View All	Mortgage+Care Consulting Plus View All
Categories Admissions and Enrollment Commercial Loan Digital Signature Document Collaboration Document Generation Document Management File Sharing Legal Document Management Loan Origination Loan Servicing Mortgage and Loans Onboarding Portal Workflow Management	Categories Commercial Loan Loan Servicing Mortgage and Loans
Commercial Loan Features Asset Management Audit Trail Complex Debt Structures Dashboard Document Management Exposure Management Lead Management Pipeline Management Risk Management Trend Analysis 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 Show More Features Admissions and Enrollment 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 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 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 Portal Features Chat Collaboration Content Management Document Management File Sharing Search 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	Commercial Loan Features Asset Management Audit Trail Complex Debt Structures Dashboard Document Management Exposure Management Lead Management Pipeline Management Risk Management Trend Analysis 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
Integrations Axis LMS Box Dropbox Google Drive HubSpot CRM Microsoft OneDrive Salesforce Zapier View All 8 Integrations	Integrations Axis LMS Box Dropbox Google Drive HubSpot CRM Microsoft OneDrive Salesforce Zapier
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