If your Fileinvite Login URL ends in fileinvite.com, please use this knowledge base instead.
What's Changed for Borrowers
Updated Layout
The portal features a cleaner, modern layout designed to make navigating large document checklists clearer and less overwhelming for borrowers.
Dedicated Request Pages
Each document request now opens on its own page rather than expanding in-place. This gives borrowers more space and clarity to focus on what's needed for each individual request.
To open a request:
- From the Client Portal, locate the relevant request you wish to complete
- Click on the request itself or click on the arrow right next to it's summary to open it on its own dedicated page
- Complete the request (upload files, fill out forms, etc.)
- Navigate back to the main portal view to continue with remaining requests
Request Status
Borrowers can see at a glance what's left to do, what's been submitted, and what's been accepted or needs revision.
To check request status:
- From the Client Portal main view, review the progress bar and metrics at the top of the page showing To Do, Sent, Done, and Revise counts
- Scroll through the Request to see the status of each individual request
- Look for status indicators on each request:
– The request has not yet been actioned
– The borrower has uploaded a document and it is awaiting review
– The user has accepted the submitted document from the borrower
– The user has requested changes; the borrower should review and resubmit
Mobile-Optimized Experience
The portal is fully optimized for smaller screens. Borrowers can upload documents and track progress from their phone without compromise.
To upload documents from a mobile device:
- Open the portal link from the Invite email or SMS notification on your mobile device
- The Client Portal will load in a mobile-optimized view.
- Navigate to which request you wish to complete.
- Tap the upload area to select files:
- Take Photo – Use your device camera to capture a document directly
- Photo Library – Select an existing image from your device
- Browse Files – Choose a document from your device storage
- The file uploads and submits automatically — no additional submit button is required
Updated Branding Placement
Your institution's branding now has more intentional placement within the portal layout, giving borrowers a more consistent, on-brand experience when they open their portal.
What's Not Changing
Your existing workflow as a user is unchanged. Templates, requests, reminders, and settings all carry over — your borrowers will simply see them presented in the new design.
No action is required from you or your borrowers. The updated portal applies automatically.