Related Products
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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.
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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.
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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
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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
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Audience
Mortgage lenders looking for a complete Mortgage and Loans solution
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Audience
Accounting, immigration law, and mortgage firms
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$79 per user per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
EUR 29/month/seat
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationFloify
Founded: 2013
United States
floify.com
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Company InformationShieldFive
Founded: 2026
Spain
shieldfive.com
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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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
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Integrations
BluMortgage
Supported
Box
Supported
BytePro
Supported
DocMagic
Supported
Docusign
Supported
Dropbox
Supported
FormFree
Supported
Google Drive
Supported
MDE Pro
Supported
Microsoft Azure
Supported
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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
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