Software Alternatives, Accelerators & Startups
Register | Login

FileInvite VS CoreLogic Realist

Compare FileInvite VS CoreLogic Realist and see what are their differences

monday.com
The most intuitive platform to manage projects and teamwork featured
Note: These products don't have any matching categories. If you think this is a mistake, please edit the details of one of the products and suggest appropriate categories.
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

FileInvite logo FileInvite

Stop chasing your customers for documents FileInvite's secure document collection software automates document collection workflows so you can unlock revenue faster.

CoreLogic Realist logo CoreLogic Realist

Leverage integrated MLS, tax assessor, county, recorder and other proprietary national, regional and local data all in one powerful web application.
  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

  • CoreLogic Realist Landing page
    Landing page //
    2023-05-06

FileInvite

Website
fileinvite.com
Pricing URL
Official FileInvite Pricing
$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Startup details
Country
United States
State
Colorado
City
Denver
Founder(s)
James Sampson
Employees
20 - 49
Edit details

CoreLogic Realist

Website
cotality.com
Pricing URL
-
$ Details
-
Platforms
-
Edit details

FileInvite features and specs

  • Ease of Use
    FileInvite offers an intuitive interface which makes it easy for users to request, track, and manage document collection without needing extensive training.
  • Automation
    The platform automates follow-up emails and reminders to clients, saving significant time and reducing the burden on administrative staff.
  • Security
    FileInvite uses high-level encryption and secure storage, ensuring that sensitive documents are protected and comply with various data protection regulations.
  • Integrations
    FileInvite integrates with numerous third-party applications such as Google Drive, Dropbox, and various CRM systems, streamlining the workflow.
  • Customizable Templates
    The software allows users to create and use customizable templates for document requests, improving consistency and efficiency.
  • Client Portal
    Provides clients with a dedicated portal where they can easily upload documents, improving the client experience.

Possible disadvantages of FileInvite

  • Cost
    For small businesses or individual users, the pricing might be on the higher side, especially considering other lower-cost alternatives available.
  • Learning Curve
    While generally user-friendly, some users might find an initial learning curve in understanding all the features and making the most of the platform.
  • Dependence on Internet
    Since FileInvite is a cloud-based solution, an Internet connection is mandatory for access and functionality, which might be a limitation in areas with poor connectivity.
  • Customization Limitations
    Although it offers customizable templates, there can be limitations in full customization options depending on the user's needs.
  • Platform Updates
    As with any software, occasional updates can lead to temporary disruptions or require users to adapt to new interfaces and functionalities.

CoreLogic Realist features and specs

  • Comprehensive Property Data
    Realist provides detailed property data, including public records, tax assessments, deeds, mortgages, and more, giving users a thorough understanding of properties.
  • Interactive Mapping
    The platform offers advanced mapping tools that allow users to visualize property data geographically, enhancing spatial analysis and insights.
  • Customizable Reporting
    Realist allows users to create customized reports tailored to their specific needs, enabling more effective communication of data insights.
  • Seamless MLS Integration
    The service integrates smoothly with Multiple Listing Services (MLS), providing real estate professionals with seamless access to essential information.
  • Regular Data Updates
    Realist is updated frequently to ensure users have access to the most current data available, maintaining accuracy and reliability.

Possible disadvantages of CoreLogic Realist

  • Complex User Interface
    Some users find the interface complex and challenging to navigate, particularly those unfamiliar with advanced data tools.
  • Cost
    Accessing the full features of Realist may require a significant financial investment, which can be a barrier for smaller agencies or individual users.
  • Learning Curve
    There can be a steep learning curve for new users, which may require time and training to fully leverage the platform's capabilities.
  • Limited Offline Access
    Realist primarily operates as a cloud-based solution, which might be a limitation for users needing offline access to data.
  • Dependence on Internet Connectivity
    The platform’s performance is dependent on having a reliable internet connection, which can be problematic in areas with limited connectivity.

Analysis of FileInvite

Overall verdict

  • FileInvite is generally considered a good tool for businesses needing an efficient, reliable, and secure way to manage document requests and collections. Its ease of use and robust feature set make it a solid choice for organizations of varying sizes and needs.

Why this product is good

  • FileInvite is known for its user-friendly platform that simplifies the process of requesting and receiving documents securely. It helps automate document collection, reduces administrative work, and minimizes the chances of human error in the document gathering process. The platform also provides features like reminders, secure storage, and integrations with other tools, enhancing productivity and efficiency for businesses that require regular document collection from clients or partners.

Recommended for

    FileInvite is particularly recommended for professionals and businesses in sectors such as finance, legal, real estate, insurance, and any other industries where there is a frequent requirement to request, collect, and manage documents from clients or stakeholders in a secure and organized manner.

FileInvite videos

+ Add

FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

CoreLogic Realist videos

No CoreLogic Realist videos yet. You could help us improve this page by suggesting one.

Add video

Category Popularity

0-100% (relative to FileInvite and CoreLogic Realist)

FileInvite

CoreLogic Realist

Document Management
100 100%
Document Management
0% 0
Real Estate
0 0%
Real Estate
100% 100
Document Automation
100 100%
Document Automation
0% 0
Project Management
47 47%
Project Management
53% 53

User comments

Share your experience with using FileInvite and CoreLogic Realist. For example, how are they different and which one is better?
Log in or Post with

Reviews

These are some of the external sources and on-site user reviews we've used to compare FileInvite and CoreLogic Realist

FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Source: www.fileinvite.com
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
Source: www.techtimes.com
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.
Source: www.pocket-lint.com

CoreLogic Realist Reviews

We have no reviews of CoreLogic Realist yet.
Be the first one to post

What are some alternatives?

When comparing FileInvite and CoreLogic Realist, you can also consider the following products

PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.

Goby - Premium oral care, delivered to your door

Onehub - Onehub helps businesses securely share and control files in the cloud.

LionDesk - LionDesk offers CRM, sales and marketing tools for real estate industry.

Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.

REIkit House Flipping Software - House Flipping & Wholesaling Software to Scale: Comps, ARV, CRM, Investor Websites, Teams, Nationwide Rehab Cost Estimator, Deal Marketing, Owner Info

Loading...