FileInvite
Document collection SaaS for complex lending workflows.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- FileInvite Limited
- Entity type
- COMPANY
- Founded
- 2015
- Headquarters
- New Zealand
- Market role
- B2B SaaS Provider
- Official website
- fileinvite.com
What FileInvite does
FileInvite operates a vertical SaaS model for financial services workflows. It creates value by replacing manual document collection, email-based follow-up, and fragmented borrower communications with a secure workflow layer tailored to lending operations. The platform sits within the lending process as an operational system of engagement, connecting borrowers, brokers, underwriters, and internal teams while integrating with core banking, loan origination, CRM, and cloud storage systems.
Category differentiation
FileInvite is not a generic consumer cloud storage or broad enterprise content management vendor. It is a lending-focused document collection and workflow automation SaaS platform for financial institutions.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
FileInvite Limited is a private B2B SaaS company that provides a cloud-based document collection and workflow automation platform for commercial and complex lending. Its product enables lenders, brokers, borrowers, and internal loan teams to request, receive, track, and manage documents through a secure multi-party portal with automated reminders, audit trails, AI-powered document matching, and integrations into loan origination, CRM, and storage systems. The company generates revenue through subscription software contracts sold to financial institutions and lending teams. Its customers are banks, credit unions, commercial lenders, underwriting teams, and loan operations functions that need to reduce document chase, improve process control, and shorten loan cycle times. FileInvite’s positioning is sector-specific workflow software rather than generic file sharing or broad document management.
Business model & monetisation
FileInvite monetises through recurring SaaS subscriptions sold on contract to financial institutions and lending teams. Commercial terms are tied to workflow scale, implementation scope, user access, document volumes, and integration complexity. Enterprise-style deployment and integration work support contract expansion and retention, while the core revenue engine remains software subscription income.
- Platform subscriptions
- Software Subscription
- Enterprise integrations and implementation scope
- Service Fee
- Account expansion across teams and workflow complexity
- Software Subscription
Products & capabilities
No products with linked sources are available in this view.
Products & market categories
Technology
Media Channel
Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
No sufficiently sourced and dated signals are available for this view.
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Questions about FileInvite
What is FileInvite?
FileInvite is a B2B SaaS platform that automates document collection and workflow management for commercial and complex lending.
Who uses FileInvite?
Banks, credit unions, commercial lenders, brokers, underwriting teams, and loan operations teams use FileInvite.
How does FileInvite make money?
FileInvite makes money through recurring software subscriptions and related enterprise implementation and integration scope.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
18 publicly documented primary sources and citations linked across the market graph.
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