Client Portal vs. FileInvite
A side-by-side comparison based on G2 review data.
| Metric | Client Portal | FileInvite |
|---|---|---|
| Overall rating | 3.7 | 4.2 |
| Review count | 11 | 11 |
| Ease of use | 10.0 | 9.2 |
| Ease of setup | 0.0 | 10.0 |
| Quality of support | 5.0 | 9.0 |
| Meets requirements | 5.7 | 8.7 |
| NPS | 9.090909 | 45.454545 |
| Small Business | 45.5% | 36.4% |
| Mid-Market | 18.2% | 36.4% |
| Enterprise | 36.4% | 27.3% |
| Total page views | 77 | 188 |
| Total LLM citations | 466 | 981 |
Client Portal
Client Portal integrates with WordPress to help you manage your client projects, without the bulky project management software.
FileInvite
FileInvite is the only document collection platform built specifically for commercial and complex lending. Banks, credit unions, and commercial lenders use it to reduce document turnaround by 64%, improve borrower experiences, and maintain real-time visibility across every loan in the pipeline. - Keep every complex loan file process on track Get the complete view in one workspace. You always know which loans are ready to move and which are blocked on documentation. No more digging through email or chasing spreadsheets.