FileInvite

Fully white label your client's experience, using your own domain for client portals, and the client notifications sending email.

Set your client portal URL &  Email Address with your domain (White-label)

Generate New Leads and Client Testimonials with our Review and Referral Engine

See what's included with the FileInvite Mortgage Addon

How to add and update an internal Reference ID/Number or a Unique Identifier to an Invite and Template

Protect your clients' sensitive information by masking their Tax File Number on incoming documents.

Our advanced Logging/Reporting means you can stay compliant and easily track your User's activity

How to brand FileInvite with your own logo and company colors.

Start collecting visitor information and automatically send FileInvites right from your website.

Learn how to save on your subscription, as well as your friend's, by referring them to the FileInvite platform!

How to create Custom Roles and Permissions so that you can keep control of what your team can and can't access

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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