The FileInvite Alternative Priced for Small Firms.
Why teams switch from FileInvite
FileInvite now prices for lenders
FileInvite’s Standard plan starts at $9,900 a year, for lenders processing up to 100 typical commercial loans a year; larger lenders get a quote. The pricing page lists no plan for a small law firm, accounting practice or boutique brokerage (fileinvite.com/pricing, checked September 26, 2026).
Same no-account upload link model, a fraction of the price
DokuTrak and FileInvite agree on the core: no client login, upload via link. The difference is the pricing math. FileInvite Standard is $9,900 billed once a year, about $825 a month. DokuTrak is $79/month Solo, billed monthly, and you cancel from the app.
Month-to-month billing
FileInvite Standard is billed annually. DokuTrak is month-to-month at $79/mo Solo. 14-day free trial, no card. Add one only to keep going.
Flat pricing, no seat minimum
FileInvite prices by volume of loans and charges for documents collected. DokuTrak uses Solo, Team and Agency tiers by seats, with no plan limit on requests or clients.
DokuTrak vs FileInvite
Side-by-side on the points that actually matter for document collection.
| Feature | DokuTrak | FileInvite |
|---|---|---|
| AI first-pass check at upload (flags blurry / wrong / expired files) | Yes | No |
| no-account upload link — no client login | Yes | Yes |
| Flat monthly pricing | $79/mo Solo | $825+/mo (annual) |
| Month-to-month billing | Yes | No |
| No seat minimum | Yes | No |
| Team seats | 1 / 5 / 25 by plan | Seat-based |
| Unlimited clients | Yes | Tier-dependent |
| Reusable intake templates | Yes | Yes |
| Automated reminders | Yes | Yes |
| One-click reject + replacement | Yes | Yes |
| Enterprise SSO / SAML | On request | Yes |
| Native LOS integrations (Encompass, etc.) | Roadmap | Yes |
| Documented data retention policy | Yes | Varies |
| Trial | 14-day free trial, no card. Add one only to keep going. | Sales-led |
| Starting price (per year) | $948 (Solo, 12 months) | $9,900 (Standard) |
Verdict — when each tool wins
FileInvite is a mature, enterprise-grade document collection platform with deep integrations for commercial lending and strong compliance credentials. If you are an enterprise mortgage broker, a regional bank, or a commercial finance firm with six-figure software budgets and native Encompass/Calyx integration as a hard requirement, FileInvite is probably the right choice.
If you are a small firm — a 5-person brokerage, a boutique law office, a solo accountant — FileInvite does not price for you today. A $9,900 annual plan is more than many SMB firms spend on their entire software stack. DokuTrak was built specifically for this segment: same collection workflow, same no-account upload link client experience, fraction of the cost, no annual lock-in (see DokuTrak for mortgage brokers).
At $79/month Solo month-to-month, DokuTrak costs less than a single FileInvite month and requires no procurement conversation.
Switch if…
- You are a small firm priced out of FileInvite enterprise plans
- You want month-to-month billing instead of annual commitment
- You do not need native LOS integrations right now
- You want flat pricing without seat or request minimums
- You value speed of adoption over enterprise procurement
Stay with FileInvite if…
- You need native integration with Encompass, Calyx, or similar LOS today
- You have enterprise procurement requirements (SOC 2, SSO, etc.) right now
- You already have a FileInvite deployment and it serves you well
- You need dedicated customer success / implementation support
What DokuTrak costs
$79/month Solo
vs FileInvite at from $9,900/year (Standard, billed annually), checked on fileinvite.com on September 26, 2026. 14-day free trial, no card. Add one only to keep going.
FileInvite vs DokuTrak FAQs
Why is DokuTrak so much cheaper than FileInvite?
Different target customer. FileInvite’s pricing is built for commercial lenders, where the loan volume supports it. DokuTrak stays focused on small-to-mid professional service firms where $79/month Solo is the right price for the result we deliver. Same no-account upload link model, different segment, different pricing math.
Does DokuTrak integrate with Encompass / Calyx / other LOS?
No. You download the completed request from DokuTrak as a zip file and upload it into your LOS. DokuTrak has no LOS integration today, and we do not put a date on one. If your mortgage workflow absolutely requires native LOS integration today, stay with FileInvite.
How secure is DokuTrak compared to FileInvite?
AES-256 at rest, TLS 1.3 in transit, hosted in Paris France, and append-only audit logs for security-sensitive activity. FileInvite has longer-standing enterprise compliance credentials. If your compliance team requires completed certifications today, FileInvite has them; if documented current controls are enough, review DokuTrak at /security.
Can I migrate from FileInvite to DokuTrak?
There is no direct import today. You recreate your most-used templates in DokuTrak, run both tools in parallel for a while, then send new requests from DokuTrak while FileInvite finishes the ones in flight.
Is DokuTrak stable enough for critical workflows?
DokuTrak runs on production infrastructure with a dedicated VPS, Cloudflare R2 storage, and documented operational checks. The product is young, which means fewer features than FileInvite, but the core collection workflow is built for daily use. We publish incident reports transparently when anything affects customers.
What if I outgrow DokuTrak?
Great problem. You export your data as a zip, move to FileInvite or a custom enterprise solution, and continue. We designed the product to make that easy — no lock-in on data format, full export at any time, no annual contract to unwind.