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About

Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.

About

Pipefile streamlines the collection of personal, financial, or otherwise sensitive documents for business professionals. Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving. Create a checklist or leave it open-ended. Save your templates to make it super simple to request standard forms. No usernames or passwords required. With reminders, documents always show up on time. Pipefile will automatically remind your clients so you don't have to. Just sit back and wait for everything to arrive. You'll receive an email once everything is ready. Just click the link and download the documents directly from Pipefile or sync with your existing cloud storage. Your security is our top priority. All files are stored with 256-bit AES encryption. Additionally, we offer custom PGP key management to give you complete ownership of your data.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Mortgage lenders looking for a complete Mortgage and Loans solution

Audience

Business professionals that need a storage solution to streamline their collection of financial and otherwise sensitive documents

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$79 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

$14.99 per user per month
Billed annually
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Floify
Founded: 2013
United States
floify.com

Company Information

Pipefile
Founded: 2019
United States
pipefile.com

Alternatives

Alternatives

Juris V-Box

Juris V-Box

Juris Technologies

Categories

Categories

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Not Supported
Closing Documents Not Supported
Commercial Mortgages Supported
Contact Management Not Supported
Credit Reporting Not Supported
Customer Statements Not Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Not Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Not Supported
Residential Mortgages Supported

Integrations

BluMortgage Supported
Box Supported
BytePro Supported
DocMagic Supported
Docusign Supported
Dropbox Supported
FormFree Supported
Google Drive Supported
MDE Pro Supported
Microsoft Azure Supported
Nekton.ai Not Supported
Plaid Supported
Salesforce Supported
Shape Software Supported
Slack Supported
Stackreaction Not Supported
Surefire CRM Supported
Zapier Not Supported

Integrations

BluMortgage Not Supported
Box Not Supported
BytePro Not Supported
DocMagic Not Supported
Docusign Not Supported
Dropbox Not Supported
FormFree Not Supported
Google Drive Not Supported
MDE Pro Not Supported
Microsoft Azure Not Supported
Nekton.ai Supported
Plaid Not Supported
Salesforce Not Supported
Shape Software Not Supported
Slack Not Supported
Stackreaction Supported
Surefire CRM Not Supported
Zapier Supported
Claim Floify and update features and information
Claim Floify and update features and information
Claim Pipefile and update features and information
Claim Pipefile and update features and information