FileInvite

#50 in Client Portal

Auckland, NZ

Products on G2

Total reviews

4.2

Avg. star rating

FileInvite ranks #50 in Client Portal.
FileInvite's 1 product span 3 categories on G2.
Small Business is the largest segment among reviewers, at 36.4%.

Traffic & LLM citations

Monthly G2.com page views and citations by AI answer engines, summed across FileInvite's products.

Page views and citations · FileInvite

Source: G2 review data

Winning from

Based on reviewers who said they switched from another vendor's product.

WeTransfer

1 switched

Losing to

Based on reviewers of other products who said they switched from FileInvite.

CleverBiz

2 switched

Key stats

—

#50

Small Business

2015

Auckland, NZ

Adoption by company size

Segment	Share of reviews
Small Business	36.4%
Mid-Market	36.4%
Enterprise	27.3%

Quarterly history

Quarter	Total reviews	Avg. rating

About 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. FileInvite replaces email threads and spreadsheets with a secure, mobile-first borrower portal, structured checklists, and automated reminders so borrowers always know what to send and when. Underwriters receive correctly named, complete files with less rework. FileInvite sits between your LOS, your borrowers, and your team as a purpose-built document collection layer, with native integrations to Salesforce, HubSpot, SharePoint, OneDrive, Google Drive, and Box. SOC 2 Type II certified. Trusted by 500+ complex lenders worldwide.

Products

FileInvite

by FileInvite · 11 reviews

4.2

Showing 1 of 1

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