FileInvite vs. Mortgage Quest Comparison


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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 Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and Twitter
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 Tailor-made for the mortgage industry. Commercial and residential loan officers who want to boost their sales through innovative marketing strategies can take advantage of Mortgage Quest.
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 $45 per month 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 4.9 / 5 ease 4.8 / 5 features 4.9 / 5 design 4.7 / 5 support 4.8 / 5 Read all reviews
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 Market Focus Founded: 1995 United States www.emarketfocus.com
Alternatives Cerberus FTP Server Redwood Software	Alternatives Cimmaron Mortgage Manager Cimmaron Software, Inc.
Mortgage Quest Market Focus	Surefire CRM Top of Mind Networks
SynaMan Synametrics Technologies	MyCRMDashboard Mortgage CRM Continuity Programs
Collect	Unify CRM Unify
Avvoka View All	Aidium 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 Financial CRM Mortgage and 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 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 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	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 Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management
Integrations Axis LMS Box Dropbox Encompass Google Drive HubSpot CRM Microsoft OneDrive Salesforce Zapier View All 8 Integrations	Integrations Axis LMS Box Dropbox Encompass Google Drive HubSpot CRM Microsoft OneDrive Salesforce Zapier View All 1 Integration
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