---
description: Compare The Mortgage Office vs FileInvite regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: The Mortgage Office vs FileInvite Comparison
---

Breadcrumb: [Home](/) > [Loan Servicing Software](/directory/4505/loan-servicing/software) > [The Mortgage Office \<span\>vs\</span\> FileInvite](https://www.softwareadvice.co.nz/compare/84138/134281/the-mortgage-office/vs/fileinvite)

# Compare The Mortgage Office vs FileInvite

Canonical: https://www.softwareadvice.co.nz/compare/84138/134281/the-mortgage-office/vs/fileinvite

> Detailed comparison between The Mortgage Office and FileInvite. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | The Mortgage Office | FileInvite |
| **Overall rating** | 4.8/5 | 4.7/5 |
| **Total Reviews** | 285 | 99 |
| **Starting Price** | - | US$829.00 |
| **Free Trial** | No | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | Live Online, Webinars, Documentation, Videos |

## Key features

### The Mortgage Office

- API
- Activity Tracking
- Audit Trail
- Client Management
- Configurable Workflow
- Customer Database
- Customisable Branding
- Customisable Templates
- Dashboard
- Document Management
- For Borrowers
- Government Loans
- HUD Settlement Statements
- Lead Management
- Loan Origination
- Pre-Qualification
- Reminders
- Third Party Loan Origination
- Visual Presentation
- Workflow Management

### FileInvite

- API
- Activity Tracking
- Audit Trail
- Client Management
- Configurable Workflow
- Customer Database
- Customisable Branding
- Customisable Templates
- Dashboard
- Document Management
- For Borrowers
- Government Loans
- HUD Settlement Statements
- Lead Management
- Loan Origination
- Pre-Qualification
- Reminders
- Third Party Loan Origination
- Visual Presentation
- Workflow Management

## Links

- [View The Mortgage Office Profile](https://www.softwareadvice.co.nz/software/84138/the-mortgage-office)
- [View FileInvite Profile](https://www.softwareadvice.co.nz/software/134281/fileinvite)
- [View Original Comparison](https://www.softwareadvice.co.nz/compare/84138/134281/the-mortgage-office/vs/fileinvite)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"The Mortgage Office vs FileInvite Comparison","description":"Compare The Mortgage Office vs FileInvite regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.nz/compare/84138/134281/the-mortgage-office/vs/fileinvite","about":[{"@id":"https://www.softwareadvice.co.nz/software/84138/the-mortgage-office#software"},{"@id":"https://www.softwareadvice.co.nz/software/134281/fileinvite#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.nz/compare/84138/134281/the-mortgage-office/vs/fileinvite#breadcrumblist"},"@id":"https://www.softwareadvice.co.nz/compare/84138/134281/the-mortgage-office/vs/fileinvite#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.nz/#website"},"publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"inLanguage":"en-NZ"},{"name":"The Mortgage Office","description":"The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is available both in cloud-based and on-premise deployment options and caters to hard-money lenders, loan servicers, note servicers, cities, municipalities, banks, credit unions and private lenders.\n\n\nThe Mortgage Office features loan tracking, which allows users to track loan charges, interests and advances. Users can also assign multiple funding sources for loans and send automated emails for borrower bills and statements.\n\n\nThe Mortgage Office features adjustable rate mortgage (ARM) tools, complies with the Real Estate Settlement Procedures Act (RESPA) and offers QuickBooks integration. This integration allows users to automatically export data and prepare accounting reports such as accounts payable, accounts receivable and bank reconciliation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/2bbf7c40-5dc3-476f-a523-6698752e6d50.png","url":"https://www.softwareadvice.co.nz/software/84138/the-mortgage-office","@id":"https://www.softwareadvice.co.nz/software/84138/the-mortgage-office#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.8,"bestRating":5,"ratingCount":285},"operatingSystem":"Cloud, Apple, Windows, Windows on premise, Linux on premise, Platform ios, Platform ipad"},{"name":"FileInvite","description":"FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and lending teams in mind, FileInvite provides a secure client portal that simplifies document intake from any device. It features online forms with digital signing, reusable templates, and automated reminders to reduce follow-ups and accelerate processing.\n\nAn intuitive admin dashboard gives teams full visibility and control over document requests, while integrations with platforms like Salesforce, HubSpot, SharePoint, Google Drive, and more enable seamless workflows with existing systems. Trusted by banks, credit unions, and professional service firms, FileInvite helps reduce loan cycle times, save hours of admin per week, and maintain compliance with SOC 2 Type 2 and GDPR standards.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/3457b9ff-75a5-4d0c-a0ec-9490ea7f2ee4.png","url":"https://www.softwareadvice.co.nz/software/134281/fileinvite","@id":"https://www.softwareadvice.co.nz/software/134281/fileinvite#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.7,"bestRating":5,"ratingCount":99},"offers":{"price":"829","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.softwareadvice.co.nz/compare/84138/134281/the-mortgage-office/vs/fileinvite#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Loan Servicing Software","position":2,"item":"/directory/4505/loan-servicing/software","@type":"ListItem"},{"name":"The Mortgage Office vs FileInvite","position":3,"item":"https://www.softwareadvice.co.nz/compare/84138/134281/the-mortgage-office/vs/fileinvite","@type":"ListItem"}]}]}
</script>