FileInvite est une solution de demande d'informations et de documents pour toute entreprise souhaitant automatiser le processus sur une base de clients. Particulièrement adapté aux secteurs des services financiers, des prêts et des hypothèques par exemple, FileInvite est en effet ouvert à tous avec un tarif évolutif par abonnement. Le service promet une sécurité accrue sur la transmission et le stockage des données par rapport aux méthodes de messagerie traditionnelles, en ajoutant le cryptage SSL/HTTPS pour garder confidentielles les informations sensibles des clients. Ceci, couplé avec la capacité de faire plusieurs requêtes en un seul coup tout en suivant les progrès, prétend rationaliser une approche plus efficace de la collecte de données.
Le système fonctionne en permettant aux utilisateurs de créer des "invitations" qui définissent toutes les informations requises et les pièces jointes associées, qui peuvent être sauvegardées dans un modèle pour une utilisation répétée. Celles-ci sont ensuite envoyées à un contact client et suivies pour rapporter le statut et la progression, visibles depuis l'interface basée sur le tableau de bord de l'application. Des rappels électroniques automatisés peuvent être configurés pour accélérer l'achèvement du processus client en fonction des dates d'échéance stipulées, en donnant aux clients des liens vers le portail en ligne précisément où les informations doivent être soumises. Le contenu et les fichiers téléchargés sont ensuite stockés en toute sécurité pour pouvoir être téléchargés via FileInvite ou automatiquement synchronisés avec le stockage dans le cloud, y compris Dropbox.
Being able to manage files received by customers and also send them files with notes. The way we are able to communicate through the software is also awesome. I do recommend this file to all business owners, you will always need this type of software.
You can just upload all documents to the same place, and have your customers also uploading. Everything will be there, so next time you are looking for something, you won't have to go searching everywhere. The best of it all is that if you make a mistake when requesting a document, you can go back and edit it. It's so easy to manage files and add notes to it! Also, you can communicate with customers through it. Did I mention that it also transforms files to PDF automatically, making it easy to access through your phone or notebook? This is the one software we need to manage our files. Very easy and simple to use.
Sometimes it will take a little while to upload files, but that could also be an issue with our connection. Let me also note that it is very rare to have an upload or download that will take long to complete, but it does happen occasionally.
The best feature of this software is its user interface. It is easy to set up templates and it offers you sufficient customization. I have used similar platforms before and although they allowed for some customization, I found that they imposed several limitations of how may customizations you were allowed. For example, I could include a description, but the number of characters allowed for the description were extremely limited. This made it difficult to provide all of the information that the customer needed to know about that specific request. I also eventually left other software providers behind because they kept increasing the price with very little improvement in their platform (and in some cases, less functionality for a higher price). I believe that this platform is a fair price and depending upon the enhancements down the road, I would consider paying more for additional functionality.
It would be great to have the ability to collect electronic signatures (which I know is in the works). Also, in other systems that I have used, I was able to send out status reminders based upon certain milestones in the process. For example, I could have different milestones set and once I checked them off, it would email the parties that I set up at the start (i.e. loan documents received, appraisal completed, clear to close, etc.)
Hey Chris, thanks for the awesome review! We have now have signature capture that you can use in beta, let me know if you'd like us to turn this on for you. We also have Zapier integration which may help down the track with your automated reminders and invites.
This software was a lifesaver for our workflow! We used to spend hours chasing clients for the documents we need from them to start their application, not anymore. This software does all the chasing, and keeps everything in one place. I can now see exactly which documents have been sent to us and which ones we are still waiting for, and they're not all scattered through my email inbox. I absolutely LOVE the automatic dropbox sync. As soon as the client uploads their documents they instantly show up in an neat and tidy folder on my computer. Feedback from our clients using the software has been great, and we have noticed a massive increase in the speed that they return us the files too.
Everything is in one place and I don't have to remember to follow up the clients.
Can't reply to in-app messages by email.
Saves time and frustration
FileInvite keeps all the application and data collection process in one place, but more importantly I am able to arrange the requests to suit the type of lending - ie: first home buyers, Welcome Home Loans, property investors, non-bank lending etc and this way I can collect what is needed.
It also allows me to add detailed instructions for each piece of information that I require.
Plus collecting bank statements is now easy and I get the information in the correct format - love this add-on.
Best of all FileInvite converts everything to pdf format which saves a lot of frustration with trying to get every bit of information sorted out.
There is not much I don't like about this.
I guess it would be good if the mobile number for texts could be automatically be changed to a +64 prefix as I keep forgetting.
Very easy to work with, excellent customer service and always available when needed.
I loved the fact that all the documents that I needed from a client were not only sent to the client in one actionable file but also that the clients had a clear visual of what they had and hadn't sent. The auto follow ups for documents not yet received was also a valuable time saver. Clients have given me nothing but positive feedback on the ease of use from end user experience as well.
Nothing to fault with the product at all.
Thanks so much for the review Renee. Having a good idea where everyone and every file is at can be handy, and automatically following gets results.
We are so glad that clients are finding it easy to use as well.
Nick @ FileInvite.com
Voici quelques-unes des questions fréquentes sur FileInvite.
Types de licences disponibles pour FileInvite :
À partir de: $12/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de FileInvite.
Utilisateurs habituels du logiciel FileInvite :
Entreprises de taille moyenne, PME
Langues dans lesquelles FileInvite est disponible :
Types de licences disponibles pour FileInvite:
Nous n'avons pas d'informations sur les appareils pris en charge par FileInvite.
Applications s'intégrant à FileInvite :
Capsule, Dropbox, Google Drive, WorkflowMax, Zapier
Ressources d'aide disponibles pour FileInvite :
Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo