FileInvite vs. Mortgage Quest Comparison


FileInvite	Mortgage Quest Market Focus	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products ONLYOFFICE Docs ONLYOFFICE is an open-source project that offers cloud-based and self-hosted solutions for business of all sizes. The key product is ONLYOFFICE Docs, a secure office suite that seamlessly integrates into the most popular platforms, e.g. Odoo, Alfresco, Confluence, Pipedrive, Redmine, SuiteCRM and more. When integrated, ONLYOFFICE Docs provides the users of your business app with editors for documents, spreadsheets, presentations, forms, PDFs and diagrams. The ONLYOFFICE suite makes it possible to collaborate on office files in real time. The built-in AI assistant is compatible with ChatGPT, DeepSeek, Mistral and other AI providers to ensure a flawless editing experience. You can use Docs within ONLYOFFICE DocSpace, a room-based document collaboration platform that allows you to create dedicated spaces where you can assign access permissions and collaborate with your teammates. With DocSpace, you can store, share and co-edit office files, and even interact with third parties. 715 Ratings Visit Website Centrex Software Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. 18 Ratings Visit Website Bryt Software Bryt Software is a flexible, cloud-based loan servicing platform designed to help lenders automate servicing, reduce manual processes and manage their loan portfolios from one centralized system. Bryt supports configurable loan structures, automated payment allocation, multiple interest accrual methods, late fees, borrower communications, document management, reporting and portfolio monitoring. Optional modules extend the platform with capabilities including ACH payment processing, borrower and investor portals, escrow/impound management, multi-lender and investor servicing, custom reporting, API access and more. Designed for organizations ranging from private and commercial lenders to consumer finance companies, CDFIs, automotive lenders and nonprofits, Bryt combines powerful servicing capabilities with an intuitive interface and modular pricing. Bryt is 100% cloud-based and includes unlimited support. Start a free 30-day trial or schedule a personalized demonstration to see how Bryt can simplify your loan servicing operation. 19 Ratings Visit Website Proton Drive Proton Drive is the all-in-one workspace for storing sensitive data and collaborating with your teams, clients, and partners. Collaborate securely without compromising control: Share client files, contracts, and sensitive business documents with full end-to-end encryption. You control who can access what. Set passwords, add expiry dates,   or revoke access anytime. Protect all your business data: Plans come with 1 TB of storage allowance per user, giving your team enough space for all their files and docs. You can always add more storage later if needed. Simplify compliance across industries: Proton Drive supports GDPR, HIPAA, NIS2, DORA, and ISO 27001 compliance out of the box, and has been successfully audited for SOC 2 Type II. There's no need for custom configurations or third-party tools, as this helps you meet regulatory standards with minimal effort. 3,602 Ratings Visit Website SBS Banking Platform SBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale on their terms while delivering seamless, digital-first experiences - anytime, anywhere. A fully integrated, front-to-back platform, it drives innovation across retail, corporate, and neobanking sectors. From digital and open banking to deposits, payments, lending, and compliance, our platform enables financial institutions across EMEA to stay ahead of the curve. Trusted by top-tier banks, SBS Banking Platform is recognized by industry leaders, including Gartner, Forrester, NelsonHall, and IBS, for its transformative impact. Recent recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS underscores our commitment to excellence. 29 Ratings Mortgage Automator Mortgage Automator is an all-in-one loan origination and servicing software built for private and hard money lenders across the US and Canada. It streamlines the full loan lifecycle: application, underwriting, document generation, servicing, renewals, and fund management, all in one cloud-based platform. Built for lenders managing residential, commercial, and construction loans, it automates payment tracking, interest calculations, and fund disbursements while instantly generating commitment letters, loan agreements, and discharges. Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. Hands-on onboarding and responsive support help private lenders scale efficiently and focus on growth. 198 Ratings Visit Website Apryse PDF SDK Apryse (formerly PDFTron) powers the future of document technology. We help businesses, developers, and enterprises handle documents with unmatched speed, accuracy, and security. Whether running in secure server environments or delivering seamless web-based experiences, Apryse makes document workflows smarter and easier. With Apryse, you can: Embed powerful document features directly into your apps — from viewing and editing to collaboration and compliance. Run at enterprise scale on secure server infrastructure, ensuring reliability without cloud dependencies. Deliver seamless in-browser document experiences with responsive, accessible, and feature-rich web capabilities. Trusted globally, Apryse empowers organizations to simplify operations, enhance productivity, and create exceptional document experiences. 159 Ratings Visit Website UnForm UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it. 19 Ratings Visit Website Nutrient SDK Nutrient is the comprehensive solution for all your PDF needs, offering tools that effortlessly integrate and operate PDF functionality across any platform. 1. SDK PRODUCTS Integrate robust PDF functionality into iOS, Android, Windows, web (JavaScript), or any cross-platform technology, providing capabilities such as PDF viewing, markup, collaboration, and more. 2. LIBRARIES Utilize our potent .NET and Java libraries to boost your backend applications with batch processing of redactions and PDF forms, OCR’d scanned text, and editing of PDF documents, directly from your application server. 3. PROCESSOR Our dynamic PDF microservice, Processor, enables swift generation of PDFs from HTML, including HTML forms, along with Office-to-PDF conversions, OCR, redaction, and XFDF merging and exporting. 4. PDF API Use hosted PDF API to generate, convert, and modify PDF documents in your workflows. We manage the development and server administration, letting you focus on what you do best. 111 Ratings Visit Website Foxit Document Workflow APIs Foxit provides a powerful suite of cloud-native APIs that help organizations automate, secure, and modernize document workflows. Built on scalable REST architecture, Foxit APIs enable developers to generate, convert, extract, sign, and display documents directly within applications—eliminating manual processes and accelerating digital operations. The Foxit PDF Services API supports high-volume PDF automation, including conversion, extraction, optimization, and redaction. The Document Generation API creates dynamic PDFs and DOCX files from templates and real-time business data. The Foxit eSign API embeds legally binding eSignature workflows with full audit trails and compliance support. The PDF Embed API delivers customizable in-app PDF viewing, annotations, and secure access controls. Together, Foxit APIs provide a secure, scalable foundation for end-to-end document automation and digital transformation. 8 Ratings Visit Website
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 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	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 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 Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $829/mo Free Version Not Supported Free Trial Not Supported	Pricing $45 per month Includes weekly mortgage and real estate newsletter, holiday & birthday ecards, premade mortgage videos, and content library. Free Version Not Supported Free Trial Not Supported
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
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 I've been a client with Mortgage Quest for over 15 years and love their service. The content of their newsletter was fantastic and would set me apart from my competition due to its extremely informative content. It wasn't a rate sheet, like everyone else was sending, but an informative and pertinent economic newsletter that was full of valuable information that any borrower or real estate professional would find extremely useful. It was a way to provide my contacts with something that they could actually use and look forward to receiving. Also, the ability you have to send out automated marketing campaigns is invaluable when automating your marketing. Interfaces with Encompass. You can mail or internet market to your clients using Mortgage Quest. Set up campaigns and let them run so that they work without a lot of work on your part once they are set up and you put people in the campaigns. Using this program, as well as keeping the same cell phone and e-mail address means I never lose contact. This is a tough business but having the right tools like this can help make you as successful as you want to be. I use weekly updates to all related parties on transactions. I build out letters for one timing that are easily accessible I keep note and email history for continuity on files I update loan statuses to keep my self and all parties on point I track and keep tabs on lead sources and viability of referral partners. I have been using Mortgage Quest for more than 20 years as my main marketing platform. I have no doubt that it has been the key to my success in receiving repeat business and referrals from past clients. Mortgage Quest is very easy to use and the content of the letters are always relevant and timely. I love the fact that I can set and forget it and feel confident that I am top of mind with my clients and referral sources. Cons Nothing... I really enjoyed all of the features that this software offered. I can't think of anything negative other than when you start to set up the system it can be overwhelming. You have to put together a plan and work on it a little at a time to accomplish your goal. If you do that it will pay off in the long run. It's easier to solve occasional issues if you pay for the ongoing support. So I would recommend doing that. No cons that i can think of... if there are issues, I work them through with developer. I can't really think of anything negative. One helpful point would be to let users know when there is new content/letters so that we can take a look and decide if we wan to use them or not.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Not Supported Webinars Supported Live Online Supported In Person Not Supported
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
Portfolio+ View All	Lendware View All
Categories Admissions and Enrollment Supported Commercial Loan Supported Digital Signature Supported Document Collaboration Supported Document Collection Supported Document Generation Supported Document Management Supported File Sharing Supported Legal Document Management Supported Loan Origination Supported Loan Servicing Supported Mortgage and Loans Supported Onboarding Supported Portal Supported Workflow Management Supported	Categories Financial CRM Supported Mortgage and 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 Show More Features 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 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 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 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	Mortgage and Loans Features Amortization Schedule Not Supported Client Database Supported Closing Documents Not Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Not Supported Document Management Not Supported Electronic Applications Not Supported Government Loans Supported Loan Origination Not Supported Loan Servicing Not Supported Pipeline Management Supported Pre-Qualification Not Supported Refinance Management Supported Residential Mortgages Supported Show More Features Financial CRM Features Account Alerts Not Supported Asset Management Not Supported Expense Tracking Not Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Supported
Integrations Axis LMS Supported Box Supported Dropbox Supported Encompass Not Supported Google Drive Supported HubSpot CRM Supported Microsoft OneDrive Supported Salesforce Supported Zapier Supported View All 8 Integrations	Integrations Axis LMS Not Supported Box Not Supported Dropbox Not Supported Encompass Supported Google Drive Not Supported HubSpot CRM Not Supported Microsoft OneDrive Not Supported Salesforce Not Supported Zapier Not Supported View All 1 Integration
Claim FileInvite and update features and information Claim FileInvite and update features and information	Claim Mortgage Quest and update features and information Claim Mortgage Quest and update features and information