Floify

Streamline the loan origination process and deliver beautiful borrower experiences.

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Overview

Floify is a digital mortgage automation and point-of-sale solution that streamlines the loan origination process for lenders, loan officers, and borrowers. It provides a secure and transparent platform for collecting and verifying borrower documentation, tracking loan progress, and facilitating communication among all parties involved in a mortgage transaction. The platform is designed to improve efficiency, reduce time-to-close, and enhance the overall borrower experience.

✨ Key Features

  • Digital 1003 Loan Application
  • Secure Document Portal
  • Automated Milestone Updates
  • E-Signature Integration
  • Third-Party Verifications (VOA, VOI, VEP)
  • Pre-Approval Letter Automation
  • Mobile App for Borrowers and Loan Officers

🎯 Key Differentiators

  • Highly configurable workflows
  • Strong focus on document management automation
  • Broker-specific edition available

Unique Value: Floify offers a highly configurable POS platform that excels at streamlining borrower document collection and automating communication, saving time for loan officers.

🎯 Use Cases (4)

Mortgage loan origination for brokers and lenders Streamlining document collection and verification Improving communication between loan officers, borrowers, and real estate agents Automating pre-approval and disclosure processes

✅ Best For

  • Used by mortgage brokers, independent mortgage bankers, banks, and credit unions to accelerate loan closing times.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Not a full Loan Origination System (LOS), but rather a POS that integrates with them.

🏆 Alternatives

SimpleNexus Maxwell Blend Roostify

Compared to some competitors, Floify provides a greater degree of customization in its workflows and a strong focus on the document-heavy aspects of mortgage origination.

💻 Platforms

Web iOS Android API

🔌 Integrations

Encompass Calyx Point LendingPad BytePro Mortgage Cadence Zapier Salesforce

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

✓ 14-day free trial

Visit Floify Website →