ChaseDocs
FileInvite went upmarket. You don't have to follow.
FileInvite is now built and priced for commercial lending — loan volume as the meter, $9,900/yr as the entry point, billed annually. It is a capable platform for that job. If you are a professional firm that just needs clients to send their documents back, ChaseDocs does that from $29/month: chased over WhatsApp, checked by AI as each file lands, and stored in your own cloud rather than ours.
7-day free trial, no card required. No sales call to get started.
The short version
Last updated 2026-08-12FileInvite is now built and priced for commercial lending, starting at $9,900/yr billed annually and metered on loan volume rather than users. ChaseDocs is a self-serve monthly tool for professional firms, from $29/month. Both sync documents to your own cloud, but only ChaseDocs leaves the file of record there rather than keeping the original.
Why firms look for a FileInvite alternative
The quote came back as an annual contract
A five-figure annual commitment with setup costs on top is a reasonable ask of a lending team. It is a strange ask of a practice that just wants clients to send their documents back.
The product is now built for lenders
Loan volume as the meter, loan teams as the buyer, origination systems as the integrations. If none of those words describe your work, you are paying for a fit you do not have.
Their clients answer on WhatsApp, not email
Email requests get missed and the follow-up ends up in a chat thread anyway. Sending the request where the client already is removes a step nobody enjoys.
They want the file checked, not just filed
Matching a document to the right request is useful. Knowing it is the right document, covering the right period, and readable is the part that saves a round trip.
ChaseDocs vs FileInvite at a glance
- 1 FileInvite's published entry is $9,900/yr — Standard, billed annually — for lenders processing up to 100 commercial loans a year, plus setup costs quoted separately. That is a considered purchase for a lending team, and out of reach for a practice collecting from a few dozen clients.
- 2 FileInvite plans are billed annually and start with a sales conversation. ChaseDocs is a card checkout, monthly, cancel whenever.
- 3 Worth being precise here: FileInvite syncs collected documents out to OneDrive for Business, Google Drive™, Box on every plan, which is genuinely good. But the documents also live with FileInvite. ChaseDocs writes the upload into your cloud and keeps only a pointer.
- 4 FileInvite wins this row. They support 3 platforms on the entry tier, with SharePoint on Enterprise. ChaseDocs connects Google Drive today, with Dropbox, OneDrive and S3 on the roadmap.
- 5 FileInvite's AI matches and routes incoming documents to the right customer, loan and request, and renames files automatically — useful, and a different job from checking whether the document is the right one, covers the right period and is readable.
- 6 We found no self-serve trial published on their pricing page — the route in is a sales conversation. That is normal at enterprise price points, and it does mean you cannot evaluate FileInvite this afternoon.
- 7 FileInvite meters on annual loan volume; ChaseDocs meters on how many document requests are active at once. Different products for different buyers — see our pricing section for current ChaseDocs plans, where the app is authoritative.
FileInvite pricing and features here were read from their own pricing page on 2026-08-12 — not from review sites, several of which were still listing tiers FileInvite no longer offers. Products change: check their current page before you decide, and ours for ChaseDocs.
Switch to ChaseDocs if…
- You are a professional firm, not a commercial lender.
- A five-figure annual contract is the wrong shape for the problem.
- You want to start this afternoon without a sales call.
- Your clients answer on WhatsApp faster than they answer email.
- You want the file of record in your own cloud, not a vendor platform.
Stay with FileInvite if…
- You are a commercial lender — they built the product for that, and we did not.
- You need loan origination and CRM integrations wired into the collection flow.
- You need SSO, Active Directory and SOC 2 Type II for a procurement review.
- You need storage we haven't shipped yet — they sync to OneDrive for Business, Google Drive, Box on every tier.
- You bulk-send to hundreds of borrowers at a time and need that as a first-class feature.
See it in your own words
Same product, described with the documents you actually chase.
Accounting & bookkeeping
Bank statements, tax forms and KYC documents, checked against the period you asked for.
Read moreImmigration & relocation
Assignee passports, degree certificates and the employer's pack, checked against the start date.
Read moreTravel & tours
Passenger passports, visas and health certificates, every passport checked against the departure date.
Read moreSwitching takes an afternoon, not a project
There is no data migration, because ChaseDocs never holds your documents. Anything already synced into your own storage stays exactly where it is. Three steps:
- 01
Rebuild your request as a template
Add the documents and questions you ask for each time. Reuse it for every client, every cycle.
- 02
Connect your own cloud storage
Link Google Drive so uploads route straight there. Anything already synced out of FileInvite stays exactly where it is.
- 03
Send your first request over WhatsApp
Your client uploads with no login, AI checks each file, and reminders chase them for you.
FileInvite alternative FAQ
Is ChaseDocs a good FileInvite alternative?
For a professional firm, usually yes — mostly because FileInvite is no longer aiming at you. Their product is now built and priced for complex commercial lending: commercial real estate, SBA, construction finance, with entry at $9,900/yr billed annually. If you are an accounting practice, travel agency, education agent or relocation firm collecting documents from clients, ChaseDocs does that job from $29/month with monthly billing and no sales call. If you genuinely are a commercial lender, FileInvite is the more specialised tool and you should look at it seriously.
Why has FileInvite become so expensive?
They moved upmarket rather than raising a price. Their site is now written around lending workflows and loan volume — the meter is annual loan volume, and the entry plan is described as covering lenders processing up to 100 commercial loans a year, with setup costs quoted separately on top. That is a coherent strategy for a lending platform. It just means a firm collecting passports or bank statements from thirty clients is paying for machinery built for a different problem. Figures read from their pricing page on 2026-08-12. Be careful with review sites — several were still publishing FileInvite tiers that no longer exist.
Does FileInvite let me keep documents in my own cloud?
Partly, and it is one of the things they do well. FileInvite syncs collected documents out to OneDrive for Business, Google Drive, Box on every plan, which is better entry-tier storage support than most tools in this category offer. The distinction is custody rather than integration: the documents are also held by FileInvite, and the copy in your storage is a copy. ChaseDocs routes the upload into your own Google Drive as the file of record and keeps a pointer, a validation result and a transient encrypted copy for the AI pass that is deleted straight after.
How much does ChaseDocs cost?
From $29/month, billed monthly in USD by card, priced per firm on how many document requests are active at once rather than per seat or per loan. There is a 7-day free trial with no card required, and a 30-day money-back guarantee on your first payment. See the pricing section for current plans — the app is authoritative on price.
What does switching involve?
Very little, because there is nothing to migrate into. ChaseDocs never becomes the home for your documents, so no files need to move — anything already synced into your OneDrive, Drive or Box stays exactly where it is. You rebuild your request as a reusable template, connect your storage, and send. Most firms are live the same day.
Document collection, priced for your firm
Monthly, self-serve, no sales call. Send one branded request and let the reminders do the chasing.
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