Your workflow, powered by FileInvite.
Install powerful integrations in a few clicks or build on FileInvite's easy-to-use robust API
Reduce cross-platforming Save your staff hours each week No IT projects required
Build on the FileInvite API
Get access to our world-leading document collection API, used by some of the largest financial institutions in Australasia.
FileInvite powers ⅓ brokered loans in Australasia
Over 1 million FileInvite Portals™ served
Get documents back 64% faster
"We know from talking to our top brokers that this tool can save them anywhere up to two hours per application, so if you think about that, we've given well over 60,000 hours a year back to our brokers to be out there providing more service to more Australians.”
- Rainer Rhedey, Chief Digital Officer
A secure portal that your clients can access from any device
Request documents, live forms with signatures, files and data from clients.
Send an Invite (a package of requests) to your clients, who will be sent a FileInvite Portal™ to upload your requests.
FileInvite will remind them to upload your requests by the due date using Smart Notifications.
Send and manage Invites via your CRM and receive processed documents in the cloud.
Sync returned information to the cloud
Once requests are returned and approved, files are processed and sent to your desired destination.
Get documents back exactly where you need them, when you need them so you can keep moving forward.
FileInvite offers out-of-the-box integrations with Dropbox, Google Drive, OneDrive, Box & more.
Out-of-the-box integrations
Illion Bankstatements
Link BankStatements with FileInvite to automatically and securely retrieve your clients’ bank statement data.
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OneDrive for Business
Link your OneDrive Business account with FileInvite so all your work files are saved on, and can be accessed from, the Cloud by members of your business.
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Zapier
Use our Zapier integration to connect your FileInvite account with an app not listed below.
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Dropbox
Link your Dropbox account with FileInvite to save and access your files from the Cloud.
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Fortiro Protect
Fortiro Protect uses advanced analysis methods and document blacklisting to ensure your client documents are real, not fraudulent.
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Google Drive
Link your Google Drive account with FileInvite to automatically sync returned files to your existing cloud storage.
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Box
Link your Box account with FileInvite to save and access all your files from the Cloud.
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CashDeck
Link your CashDeck account with FileInvite to automatically and securely retrieve your clients’ bank statement data.
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OneDrive
Link your OneDrive account with FileInvite to save and access your files from the Cloud.
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Something Missing?
If you have questions about the integrations listed on this page, or don't see a specific integration, reach out to our team for answers.
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Leverage FileInvite's API to deliver a world-class service
FileInvite integrates with thousands of technologies via our enterprise-grade API, allowing our data and document collection system to function seamlessly alongside your custom system, CRM or LOS. This level of integration:
Easy-to-use robust API
Reduce cross-platforming
Enable smoother communication with clients
Get documents back 64% faster
API & Integrations
How to integrate FileInvite with your existing systems via Zapier or custom API
Want to connect FileInvite with an app outside of the currently supported integrations? We recommend using Zapier, a simple service for making your own custom app connections.