FileInvite — document collection built for commercial lenders,from ~$825/mo (annual). Here's how it compares to ClientLoop, honestly.
Best for: Banks, credit unions and brokers processing 100+ loan files a year.
Free · Pro £19/mo flat
FileInvite makes sense at lending volume — at lending prices. If you’re a broker, adviser or firm that needs the same “send a checklist, client uploads via a link” flow without a five-figure annual contract, ClientLoop starts free and tops out at £19/month.
At real lending volume, FileInvite earns its price: it is purpose-built for loan document packages, carries SOC 2 Type II, MFA and audit trails for regulated finance, and its support is rated around five stars on Capterra. If you process 100+ loan files a year, do not replace it with a general-purpose tool.
FileInvite’s entry point is roughly $9,900 a year before setup fees, priced for lenders running document packages at volume. If you are a broker, adviser or practice sending tens of requests a month rather than hundreds of loan files a year, you are buying a lending platform to use one part of it. ClientLoop starts free and tops out at £19/month.
| Plan | Price | Notes |
|---|---|---|
| Standard (Lending) | ~$825/mo · $9,900/yr | entry point, billed annually |
| Collect | $829/mo | via Capterra listing |
| Connect | $1,659/mo | 50 users |
| Enterprise | custom | 100+ loans/year firms |
| Plan | Price | Notes |
|---|---|---|
| Free | £0 | 5 clients, unlimited requests |
| Pro | £19/mo flat | unlimited clients, custom domain, API |
FileInvite prices verified on fileinvite.com in July 2026 — always check their pricing page for current figures.
Sourced from public G2, Capterra and Reddit reviews, July 2026.
Client access: FileInvite — Secure link, no borrower account. ClientLoop — magic links, never passwords.
It is sold to banks, credit unions and brokers processing 100+ loan files a year, and priced accordingly — the Standard lending tier is about $825/month billed annually, roughly $9,900 a year plus setup fees. ClientLoop is priced for small firms: free for five clients, £19/month flat after that.
That depends on what your regulator expects. FileInvite holds SOC 2 Type II with MFA and audit trails. ClientLoop virus-scans uploads, hosts in the UK and has GDPR erasure built in, but does not offer a HIPAA BAA. If you need a specific certification named in a contract, check it against your own requirements first.
No, on either. FileInvite gives borrowers a no-account upload experience, and ClientLoop sends clients a magic link with no password to remember. Neither asks the person on the other end to register.
The most cited issues are cost for smaller firms, reminders that keep firing even after a client has started uploading, clunky e-signature placement, and the lack of bulk template operations.
Free for your first 5 clients. Your brand on it in five minutes.
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