IT Whitelisting Template for FileInvite
This article provides a ready-to-send technical brief you can forward to your IT team or a borrower's security department to request whitelisting of FileInvite's sending infrastructure.
If your login URL ends in fileinvite.com, use this knowledge base instead.
Getting Started
Before sending this template, confirm you have the contact details for the relevant IT or security administration team at your organisation or your borrower's institution.
đź’ˇ Best Practice: When sending this to a borrower's IT team, CC your point of contact at their organisation. This helps IT confirm the request is part of an authorised business partnership, which typically speeds up the approval process.
Whitelisting Request Template
Copy the template below and send it to the appropriate IT or security team.
Subject: Action Required: Whitelisting Request for FileInvite Document Portal
To: IT / Security Administration Team
Context:
To streamline our document collection process and enhance data security, we use FileInvite—a SOC 2 Type 2 compliant document collection platform. FileInvite replaces insecure email attachments with a secure, encrypted portal where borrowers upload documents directly.
Problem:
Automated email notifications from FileInvite—containing secure portal links—are currently being flagged or quarantined by inbound security filters. This prevents borrowers from receiving their upload links.
Whitelisting Request:
Please whitelist the following sending sources to ensure FileInvite notifications are delivered successfully:
| Item | Value |
|---|---|
| Primary Sending Domain | fileinvite.app |
| Application Domain | *.fileinvite.app |
| Mail Server IP Address | 149.72.212.118 (SendGrid) |
Security and Compliance:
| Attribute | Detail |
|---|---|
| Encryption (at rest) | AES-256 |
| Encryption (in transit) | TLS 1.2+ |
| Compliance certification | SOC 2 Type 2 |
| SOC 2 report availability | Available upon request with NDA in place |
Please confirm once these settings have been updated so we can send a test Invite to verify delivery.
Note: If your IT team requires the full SOC 2 certification report, please contact your FileInvite representative. A standard NDA or existing contract must be in place before the report can be shared.
Related Article: Troubleshooting Email Deliverability in FileInvite