FileInvite is a document collection platform built around a secure client portal, automated reminders, e-signature, and status tracking, with sync into Google Drive, OneDrive for Business, or Box. As of September 2026 it is marketed to commercial lenders — SBA, commercial real estate, construction finance — and the published entry price is $9,900 a year.
How FileInvite works
- 01You create an "invite": a list of the documents a borrower or client has to supply.
- 02They receive a secure link to a portal, which they can use from any device without creating an account or installing anything.
- 03Automated follow-ups chase anything outstanding, on a schedule rather than in your own time.
- 04Documents can be filled in and signed inside the portal, with single and multi-party signing.
- 05You approve or reject each document, and message the client without leaving the thread.
- 06Approved files are named, organised, and synced out to your connected storage or CRM.
Two capabilities are genuinely distinctive. The first is multi-party collection — a single deal can pull documents from a borrower, a guarantor, and a broker at once, which matters when a file is not one person's responsibility. The second is AI document matching on inbound email, which routes documents a client forwarded to the wrong place back to the right request.
What the client sees
A mobile-first portal that persists: a list of outstanding documents, a status against each, direct messaging with you, and one-click resubmission for anything rejected. No account is required to reach it, but it is a place a client returns to over days or weeks, not a page they complete and forget. For a loan application that is exactly right. For "send me last month's invoices", it is a room to walk into for a task that should be a drag-and-drop.
FileInvite pricing as of September 2026
FileInvite publishes one figure: Standard from $9,900 a year, sized for lenders processing up to 100 typical commercial loans annually, with Enterprise quoted on volume. Standard includes PDF form-fill, digital signing, the borrower portal, in-portal messaging, approve and reject, free view-only users, and Google Drive, OneDrive for Business, and Box integrations, with SOC 2 Type II and MFA. Custom branding, custom automated messaging, teams and assignees, SharePoint, API access, and SSO are Enterprise-only.
Third-party pricing aggregators still list older per-user tiers in the $829 to $2,499 a month range for 10 to 100 users. Those figures are not on FileInvite's own pricing page as of September 2026, so treat them as historical rather than current — if the per-user shape is what you remember FileInvite for, it is worth asking them directly what is still available.
Where FileInvite stops fitting
- The price. Five figures a year is a rounding error against loan origination costs and unreachable for a firm that needs to collect documents from twelve clients a quarter.
- The fit. Everything from the vocabulary to the feature set is now built for lending workflows; a photographer or a bookkeeper is not the customer being designed for.
- The portal. It is a system your clients enter, which is an asset for a loan and an obstacle for a one-off handover.
- The storage. Documents live in FileInvite and sync out to Drive, so the copy in your Drive is downstream of the platform rather than the original.
- The commitment. Annual contracts and onboarding, where the underlying need may be one link that works this afternoon.
The Google Drive alternative
Drive File Request does the collection and nothing else. You sign in with your Google account, create a link, and every upload is written straight into a folder inside your own Drive — the file in Drive is the original, not a synced copy. Senders open one page, drop the files, and are finished; there is no portal, no login, and nothing to return to.
You still get the controls that make a link safe to send: a password, an allowed-sender list by address or domain, an expiry date, size, count and file-type limits, custom questions answered before upload, a subfolder per submission, and a completion email when files arrive. What is missing is the rest of FileInvite: no automated reminders, no e-signature, no client status portal, no CRM integrations. Chasing is still your job.
| FileInvite | Drive File RequestNative | |
|---|---|---|
| Built for | Commercial and complex lending | Anyone collecting files into Drive |
| Published price | From $9,900/year | $10/mo flat |
| Files land in | FileInvite, synced to Drive or Box | A folder in your own Google Drive |
| Client needs an account | No, but uses a persistent portal | No — one upload page |
| Automated reminders | Yes | No |
| E-signature | Yes | No |
| Multi-party collection on one request | Yes | No |
| Access control | Portal with MFA, roles and permissions | Password, allowed senders, expiry |
| Custom questions before upload | Yes | Yes |
| Filing | Auto-named and organised on sync | Routed into subfolders by the sender's answer |
Which one to pick
Pick FileInvite if you originate loans. Multi-party document collection, e-signature, audit trails, SOC 2 Type II, and CRM connections are the requirements of a regulated lending desk, and the price is set against the cost of a loan that closes late.
Pick Drive File Request if you were looking at FileInvite because you needed a professional way to ask clients for documents and found a lending platform. One link, no account for the sender, files in your own Drive, $10 a month flat with no seats, and a narrow Drive permission that only lets the app touch the files it creates.
If reminders and a client checklist are the part you actually need, Content Snare is the closer comparison. For the wider category see document collection software and secure file upload portal, or the side-by-side of every platform here.