About

Floify is a mortgage automation and POS software that helps mortgage companies to save time by automating redundant tasks. The software’s POS portal offers web-based access to individual borrowers, enabling them to apply for loans, upload necessary documents, eSign disclosures and monitor the status of applied loans. Floify is also packed with a variety of customizable and automated communication solutions that help referring agents, borrowers, and other stakeholders to get access to appropriate information as per convenience. The software’s Digital 1003 feature helps with submission rate enhancements and data integration procedures, offering access to the best-in-class loan application experience to individual borrowers. Floify also enables users to maintain loan file integrity and boost operational efficiency by integrating with a variety of external solutions, that cater to the need for document verification, eSignature generation, and CRM tasks. Moreover, the software also allows users to promote their brand and co-brand name by adding a company logo, custom CSS, and javascript

Key Features

✓ Audit Trail
✓ Compliance Management
✓ Workflow Management
✓ Chat (Messaging)
✓ e-Signature
✓ Client Management (Customer)
✓ Document Management
✓ Custom Workflows
✓ Mobile Access
✓ Collaboration

Screenshots

Screenshot 1

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Pricing

Business Plan

USD59/Month

1 LO or Support user
Secure Borrower Portal
Status and Milestone Updates via Email
Text/SMS
and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application
which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
Authorization to pull credit and borrower eConsent
Spanish subtitles
Downloadable PDFs
Support for the updated URLA format
Custom Fields
Lay

Contact Sales

Team Plan

USD225/Month

1 LO + 4 support users
Secure Borrower Portal
Status and Milestone Updates via Email
Text/SMS
and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application
which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
Authorization to pull credit and borrower eConsent
Spanish subtitles
Downloadable PDFs
Support for the updated URLA format
Custom Fields
L

Start Free Trial

Enterprise Plan

USD0

Includes features of Team plans plan
plus
Integrate with your LOS
Disclosure Desk
Fannie Mae Desktop Underwriter® Integration
LOS Milestone Sync
White-Labeled iOS and Android Mobile Apps*
Hybrid E-Closing**
Dedicated Account Manager with Priority Support
Concierge Onboarding and Training
Straightforward Pricing Model – No Hidden Per-Loan Fees
Includes features of Team plans plan
plus
Integrate with your LOS
Disclosure Desk
Fannie Mae Desktop Underwriter® Integration
LOS Milestone Sync
White-La

Get Started

User Reviews + Write a Review

SP

Sarah P

★★★★☆

"Floify's Advantages"

What do you like best? The option that Floify gives realtors to print their own pre-approval letters, after the lender has set the max approval amount, etc. in the system. This saves everyone time and can definitely help realtors out in a time pinc...

NR

Nicole R

★★★★☆

"Easy Portal for Client Document Gathering"

What do you like best? I love how easy the interface is for clients to navigate. There are always going to be outliers, but most clients are able to use Floify without trouble. What do you dislike? I most dislike that there is little...

N

Nestor

★★★★☆

Lots of positives to using it

PROS & CONS What are the best aspects of this product? I really like how this tool saves everyone's time thanks to its ability to produce pre-approval letters. As long as the lender has already set the maximum approval amount in the system, I ...

V

Velma

★★★★☆

Perfect when you need client documents in one place

PROS & CONS What are the best aspects of this product? The thing I appreciate most about this tool is it's so user-friendly that even our clients have no trouble using it. There is no steep learning curve involved when navigating the user inte...

N

Nestor

★★★★☆

Lots of positives to using it

PROS & CONS What are the best aspects of this product? I really like how this tool saves everyone's time thanks to its ability to produce pre-approval letters. As long as the lender has already set the maximum approval amount in the system, I ca...

Read All 6 Reviews

Frequently Asked Questions

How much does Floify cost? ▼

Floify offers 3 pricing plan(s):

Business Plan — USD59.00 /Month
Team Plan — USD225.00 /Month
Enterprise Plan — USD0.00

What is Floify used for? ▼

Floify is a Loan Origination Software solution. Top features include:

Audit Trail
Compliance Management
Workflow Management
Chat (Messaging)
e-Signature

Does Floify offer a free trial? ▼

Yes, Floify offers a 0-day free trial.

What support does Floify provide? ▼

Floify provides Online (Ticket),Business Hours support.

Is Floify cloud-based or on-premise? ▼

Floify is Cloud Hosted software.

What training resources does Floify offer? ▼

Floify provides Help Guides,Video Guides,Blogs for training.