Floify: Floify streamlines the loan origination process and enhances borrower experiences. It is the leading mortgage point-of-sale platform for brokers, IMBs, banks, and credit unions.
Procurios CRM Platform: Procurios-crm-platform helps create a community and build an engagement platform. Add-ons and all-in-one features are available, with demo planning options.
This comparison of Floify vs. Procurios CRM Platform draws on 1166 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.
Floify supports Mortgage document collection automation, Loan document collection automation, Mortgage origination workflow automation, Secure document collection for loans, etc.
Procurios CRM Platform supports Donor relationship management, Donor management and segmentation, Website content management for associations, Membership management and communication, etc.
Evidence shows that both products are used for Customer engagement.
Floify also covers Loan origination, Loan origination automation, Customer communication, Document management.
Procurios CRM Platform also covers Membership management, Donor management, Fundraising management, Event management, etc.
Top use cases: Floify vs Procurios CRM Platform
Use cases tied to Floify and Procurios CRM Platform from verified data sources. Click any use case for supporting evidences.
| Floify | Procurios CRM Platform |
|---|---|
Top Capabilities: Floify vs Procurios CRM Platform
Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.
Deployed Market Segments: Floify vs Procurios CRM Platform
Share of peer evidence by company size for Floify and Procurios CRM Platform. Each product segments add up to 100%. Click any segment for supporting evidence.
Floify and Procurios CRM Platform: Best activities based on customer satisfaction
Floify in Action: Unique Activities
How does Floify address your Workflow Management Challenges?
"...I really like the capability of making your own preset files, then when you have a new prospect or client, you can easily select a work flow that best suits your current file...." Peer review by Joy T., Loan officer, Financial Services
How efficiently Does Floify manage your Generation Of New Leads?
"..., originators can:Create new leads from Floify with a corresponding Floify loan flow...." Shape Software + Floify = The Ultimate Mortgage POS and Automation Workflow!
What makes Floify ideal for Helpdesk Management?
"Floify helped Riverbank Finance, a mortgage broker, move to a fully digital loan process. Before Floify, they faced bottlenecks and slowdowns from manual document collection. Floify's automation and API integration let them organize files, speed up loan closings, and improve communication with clients. The team now uses 100% digital e-sign disclosures and has removed process bottlenecks. This change made their loan officers more productive and helped them close loans faster." https://floify.com/success-stories/anthony-bird
News
Latest Floify news
Floify Head of Customer Experience Sol Klein named to HousingWire's ...
Sol Klein, Floify's Head of Customer Experience, has been recognized on HousingWire's 2026 Insiders list for his leadership in transforming Floify's client experience function into a proactive advocacy organization.
Latest Procurios CRM Platform news
Releasenotes van Procurios - Procurios
Procurios has released its 2025.11 update for its CRM Meetings & Events Platform, highlighting ongoing enhancements across various modules including CMS, Finance, and Marketing Automation. This release is part of a series of updates throughout 2025, showcasing continuous improvements in their software offerings.
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