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FileInvite logo FileInviteFinancial advice and mortgage broking software

AI automation inside FileInvite.

Keep FileInvite. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
Basiq logoBasiqPractifi logoPractifiBrokerEngine logoBrokerEngineApplyOnline logoApplyOnlineOutlook logoOutlookSharePoint logoSharePoint
Product in action

One email in. Filed, tasked and answered.

AI automation for FileInvite means reviewed AI agents working inside FileInvite: filing documents to the right client, raising the task and drafting the reply. It works through FileInvite's own File requests, Uploads and Forms. Your data stays in FileInvite.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through FileInvite and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Personalised missing document request drafts✓
Upload completeness checks before staff review✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
FileInviteDone
OutlookDone
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PractifiConnected
BrokerEngineConnected
ApplyOnlineConnected
Explore connected software
First workflows

First workflows worth automating in FileInvite.

Each one has a trigger inside FileInvite, a reviewed AI step, and a person on the approval.

  • 01 Personalised missing document request drafts
  • 02 Upload completeness checks before staff review
  • 03 Received file classification and destination suggestions
  • 04 Reminder timing based on request and client status
  • 05 Application handover packs after collection is complete
Product-specific AI

AI workflows that speak FileInvite's language.

A broker can generate a tailored request from CRM data, chase only the missing items and file completed documents into the right SharePoint or application record.

Access first

FileInvite API and webhook access is available on Business subscription plans. The customer's plan, permissions and destination system must be confirmed first. Check the official integration documentation.

FileInvite modules we work inside
File requestsUploadsFormsWebhooksBusiness plan
Often paired with

Software we build FileInvite workflows alongside.

Basiq logoBasiq AI automationPractifi logoPractifi AI automationBrokerEngine logoBrokerEngine AI automationApplyOnline logoApplyOnline AI automationDocuSign logoDocuSign AI automation
Where to next

FileInvite sits at the centre of financial advice and mortgage broking teams.

Industry

AI automation for financial advisers and mortgage brokers

The full financial advice and mortgage broking stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

FileInvite AI automation, answered.

Can AI handle personalised missing document request drafts in FileInvite?
Yes - this is one of the first FileInvite workflows Horizon AI builds. An AI agent watches for the trigger inside FileInvite, drafts the personalised missing document request drafts, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with FileInvite features like File requests and Uploads?
It works alongside them. Horizon AI builds against FileInvite's own capabilities - File requests, Uploads, Forms, Webhooks - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles.
Can Horizon AI integrate with FileInvite?
FileInvite API and webhook access is available on Business subscription plans. The customer's plan, permissions and destination system must be confirmed first.
Does Horizon AI replace FileInvite?
No. FileInvite stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside FileInvite.
Which financial advice and mortgage broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for financial advisers and mortgage brokers patterns we have built before.
The audit costs nothing

Put AI to work inside FileInvite.

Tell us the FileInvite job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.