The FileInvite alternative for client onboarding
FileInvite is built for high-volume commercial lending. If you collect documents from clients but do not need loan-origination depth, Collect gives you the same secure portal, templates, and automated follow-up, plus onboarding tasks and CRM sync, on transparent monthly pricing.
FileInvite is a secure document collection platform built for commercial and mortgage lending, priced from $9,900/year. Collect is document collection and client onboarding software on transparent monthly plans from $129/month. Choose FileInvite for loan-origination workflows and LOS integrations; choose Collect for affordable, general client onboarding and document collection.
Why teams look for a FileInvite alternative
- Lending-scale pricing starts at $9,900/year, which is steep for general client onboarding.
- The platform is optimized for loan-origination workflows you may not need.
- Annual, volume-based contracts instead of simple monthly plans.
- More tool than required for teams outside high-volume lending.
Collect as the FileInvite alternative
Collect gives brokers, advisers, and client-facing teams the essentials FileInvite is known for, a secure borrower-style portal, reusable templates, smart file naming, and automated reminders, without the loan-origination overhead or the annual lending contract. It adds tasks, video messages, e-signature, and native CRM sync on monthly pricing that scales with a small team.
Explore the pieces: document collection, client portal, customer onboarding, tasks & action plans, and video messages.
Where Collect pulls ahead
- Transparent monthly pricing from $129, versus a starting contract around $9,900/year.
- A complete AI suite beyond intake: portal builder, document validation, automatic file renaming, and data extraction, plus a hosted MCP server for Claude and ChatGPT.
- Tasks and mutual action plans and personalized video messages, so you run the whole onboarding, not just document collection.
- Two-way CRM sync and CRM cards for HubSpot and Pipedrive, with requests triggered from HubSpot workflows.
- A built-in mobile scanner for clients capturing paper documents on their phone.
Collect vs. FileInvite at a glance
| Feature | Collect | FileInvite |
|---|---|---|
| Primary use case | Client onboarding + document collection | Commercial and mortgage lending document collection |
| Pricing model | Monthly per-plan, from $129 | Annual, volume-based, from $9,900/year |
| Client portal | Branded, secure client portal | Secure borrower portal |
| Templates / checklists | Reusable request templates with conditional logic | Loan-type templates with conditional logic |
| Tasks / mutual action plans | Yes, tasks and mutual action plans, assignable to clients or teammates | No |
| Video messages | Yes, camera, screen, or both, embedded in the portal | No |
| E-signature | Yes, via DocuSign | Built-in digital signatures |
| Automated reminders | Automated email and SMS reminders | Yes, including recurring reminders |
| AI | AI portal builder, document validation, automatic file renaming, and data extraction, plus a hosted MCP server for Claude and ChatGPT | AI email intake, PDF conversion and redaction |
| CRM / LOS integration | Two-way sync with HubSpot and Pipedrive, CRM cards, requests triggered from HubSpot workflows, and status written back | CRM and LOS connected workflows (Salesforce, HubSpot) |
| Mobile scanner | Built-in mobile scanner: clients scan paper to clean PDFs from their phone | Upload on any device |
| Cloud storage sync | Auto-dispatch to Box, Dropbox, Google Drive, OneDrive, and SharePoint, sorted into subfolders with renamed files | SharePoint, OneDrive, Box, Google Drive, with renaming |
| Enterprise (SSO, SAML, custom roles) | Custom roles and permissions, SSO and SAML, plus optional hosting on your own S3 | SOC 2 Type II; enterprise plans |
| Security | Encryption, audit logs, MFA, roles and permissions, data retention | SOC 2 Type II, PDF redaction, audit trails |
Pricing compared
From $129/month (Pro, 5 seats included), $349/month (Business), from $849/month (Enterprise). Seats are bundled, not billed per user. 7-day free trial, no credit card.
From $9,900/year for lenders processing up to 100 typical commercial loans annually; Enterprise is quote-based on volume, servicing, integrations, and multi-party needs.
Pricing as of 2026.
Who each tool is best for
- Mortgage and finance brokers who collect client documents without running origination in-house
- Accountants, advisers, and agencies onboarding clients
- Small teams that want monthly pricing, not an annual lending contract
- Teams that want onboarding tasks and video guidance alongside collection
- Banks and commercial lenders processing high loan volumes
- Teams that need deep LOS integration and loan-type-specific workflows
- Lending operations requiring PDF redaction and multi-party loan collaboration at scale
How to switch from FileInvite
If you use FileInvite for general document collection rather than loan origination, moving to Collect is quick.
- Rebuild your standard document checklist as a Collect request template.
- Add your clients and connect HubSpot or Pipedrive if you trigger requests from a CRM.
- Set automated reminders and enable cloud sync to your existing storage.
- Send new requests from Collect and let existing FileInvite invites complete.
Frequently asked questions
What is the best FileInvite alternative?
Collect is a strong FileInvite alternative for teams that collect client documents but do not need commercial loan-origination depth. It offers a secure portal, reusable templates, smart file naming, automated reminders, e-signature, and CRM sync on transparent monthly pricing from $129/month, instead of FileInvite’s lending-scale annual contract.
What should mortgage brokers use to collect client documents?
Mortgage brokers who want an affordable, easy-to-run document portal can use Collect: send one branded request, automate reminders, collect and organize files, and sync to a CRM. FileInvite is a better fit for banks and lenders that need loan-origination-system integration and loan-type-specific workflows at high volume.
How much does FileInvite cost compared to Collect?
FileInvite starts at $9,900/year for up to 100 typical commercial loans annually, with Enterprise priced on volume. Collect starts at $129/month with unlimited requests, making it far more accessible for small teams and non-lending use cases.
Is Collect built for lending?
Collect works well for brokers and finance teams collecting client documents, but it is not a loan-origination system. If you need LOS integration, loan-type templates, or lending-specific compliance features like automated SSN redaction, FileInvite is purpose-built for that.
Can Collect handle secure document collection?
Yes. Collect provides a secure client portal with encryption, MFA, audit logs, roles and permissions, and data retention controls, plus cloud sync to Box, Dropbox, Google Drive, OneDrive, and SharePoint.
Information verified September 2026. FileInvite details are drawn from public sources:
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