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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

ShieldFive is document-collection software for accounting, immigration and mortgage firms. A firm sends a client one secure upload link and a PIN; the client uploads from a phone or computer with no account, app or password. Every file is encrypted in the client's browser before upload, so only the firm can open it and ShieldFive stores ciphertext. Firms build request checklists (templates for Form 1040, I-130, I-485 and mortgage applications), see which items are still missing, mark items received, and can add the client's email so ShieldFive reminds them up to twice. On the paid plan and during the trial, the firm's name and logo appear on the client upload page. Encryption is post-quantum hybrid (ML-KEM-1024 with X25519); the crypto core is open source. EU hosted. Free for 14 days, then 3 active requests free; EUR 29 per seat per month. Clients never pay. Intake only: no e-signatures.

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

Accounting, immigration law, and mortgage firms

Support

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

Support

Phone Support Not 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

No images available

Pricing

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

Pricing

EUR 29/month/seat
Free Version 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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Floify
Founded: 2013
United States
floify.com

Company Information

ShieldFive
Founded: 2026
Spain
shieldfive.com

Alternatives

Alternatives

No Alternatives
QuickQual

QuickQual

LenderLogix

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
Plaid Supported
Salesforce Supported
Shape Software Supported
Slack Supported
Surefire CRM 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
Plaid Not Supported
Salesforce Not Supported
Shape Software Not Supported
Slack Not Supported
Surefire CRM Not Supported
Claim Floify and update features and information
Claim Floify and update features and information
Claim ShieldFive and update features and information
Claim ShieldFive and update features and information