Software Alternatives & Reviews

MX Platform VS FileInvite

Compare MX Platform VS FileInvite and see what are their differences

MX Platform logo MX Platform

MX enables financial institutions and fintech companies to gather, enrich, present, and act on data — resulting in dramatic gains to the bottom line.

FileInvite logo FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Visit Website
  • MX Platform Landing page
    Landing page //
    2023-05-08
  • 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.

MX Platform

Website
mx.com
Pricing URL
-
$ Details
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Platforms
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MX Platform videos

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FileInvite videos

FileInvite Explained

More videos:

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

Category Popularity

0-100% (relative to MX Platform and FileInvite)
Personal Finance
100 100%
0% 0
Documents
0 0%
100% 100
Finance
100 100%
0% 0
Project Management
0 0%
100% 100

User comments

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Reviews

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

MX Platform Reviews

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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.
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.
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.

Social recommendations and mentions

Based on our record, MX Platform seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

MX Platform mentions (1)

  • can someone advise me on this ,this is a reply to an email i sent my local council but the red text is a bit concerning, just want to double check before sending personal information about my daughter ,its an email to north Ayrshire Council
    It is a common thing on some e-mail systems in corporations and governments. For instance, if your company name is mx.com, an e-mail might come from rnx.com instead. If you aren't paying close attention, you might miss that, so e-mail administrators configure things to alert you when an e-mail is external. Source: over 1 year ago

FileInvite mentions (0)

We have not tracked any mentions of FileInvite yet. Tracking of FileInvite recommendations started around Mar 2021.

What are some alternatives?

When comparing MX Platform and FileInvite, you can also consider the following products

Episys - Episys 2

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

Geezeo - Geezeo is the proven white-label PFM provider for banks and credit unions.

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

Dynamo - Dynamo is an investment management software that provides an end-to-end platform to investors and asset managers to maintain their relationships with their clients through account statements, document submissions, etc.

Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.