Fileinvite

FileInvite is a document collection platform designed for commercial and complex lending, enabling banks, credit unions, and commercial lenders to automate and streamline the process of requesting, receiving, and managing documents. Founded in 2014 by James Sampson, the company is headquartered in Auckland, New Zealand, with an additional office in Broomfield, Colorado, USA. FileInvite's platform offers features such as AI document matching, e-signatures, dynamic renaming, document approval, bulk and scheduled sends, post-close servicing document workflows, automated third-party document requests, and cloud storage synchronization. The company has raised a total of $8.17 million across three funding rounds from investors including Icehouse Ventures, Forefront Venture Partners, and Vulpes Ventures. As of July 2026, FileInvite employs between 11 and 50 people and is operating actively.

Product Overview

FileInvite is a document collection platform designed to streamline and secure the process of gathering and managing documents for complex lending and financial services. The platform offers a centralized, automated solution for requesting, receiving, and managing documents, featuring a secure client portal that accelerates loan processing, reduces operational costs, and enhances multi-party workflows. FileInvite provides real-time visibility, full audit trails, and an improved borrower experience, including AI document matching, e-signatures, dynamic renaming, document approval, bulk and scheduled sends, post-close servicing document workflows, automated third-party document requests, and cloud storage synchronization. Trusted by lenders handling substantial document collections and high collaboration, FileInvite maintains bank-grade security and compliance with SOC 2 Type II and GDPR standards. The platform enables lenders to collect documents 64% faster, process six times more loans, and save at least 10.5 hours per user per week.

Features

  • Secure client portal for document collection
  • Automated document requests and reminders
  • AI-powered document matching
  • E-signatures for contracts and agreements
  • Dynamic file renaming and document approval workflows
  • Bulk and scheduled document sends
  • Post-close servicing document workflows
  • Automated third-party document requests
  • Cloud storage synchronization
  • Real-time visibility and full audit trails
  • Bank-grade security and compliance with SOC 2 Type II and GDPR standards

Company Details

Headquarters
🇳🇿 Auckland, New Zealand
Founded
2014
Type
Legal Tech Vendor
Founders
James Sampson
Pricing
Subscription
Deployment
Cloud