Floify Overview
Floify enhances mortgage origination by offering a digital platform tailored for brokers, independent mortgage banks, banks, and credit unions. It simplifies the loan origination process, ensuring a smooth borrower experience. Floify's platform acts as a point-of-sale system, integrating seamlessly into existing workflows. This positions lenders to efficiently manage documents, track loan progress, and communicate with borrowers. A unique aspect of Floify is its customization capabilities, allowing lenders to adapt the platform to their specific lending practices. This flexibility supports diverse lending styles, setting Floify apart in the competitive mortgage technology landscape.
Use Cases
Customers recommend Digital Signature, Engaging And Following Up, Workflow Management, as the business use cases that they have been most satisfied with while using Floify.
Business Priorities
Acquire Customers and Improve Internal Communications are the most popular business priorities that customers and associates have achieved using Floify.
Floify Use-Cases and Business Priorities: Customer Satisfaction Data
Floify works with different mediums / channels such as Phone Calls. E-Mail. and Website.
Floify's features include Alerts: Popups & Notifications, Templates, Landing Page, etc. and Floify support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Floify analytics capabilities include Analytics, and Custom Reports.
Reviews
"...The followup milestone updates are terrific as they keep the customer up to date of the loan process and offer excellent reminders to them of items missing to finish the loan process. ...." Peer review by Lonna E., Sr Loan Officer, Financial Services
Floify, monday sales CRM, E-Sign, NetHunt CRM, OnePageCRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
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.
Popular Business Setting
for Floify
Top Industries
- Financial Services
- Real Estate
- Banking
Popular in
- Small Business
- Mid Market
- Enterprise
Floify is popular in Financial Services, Real Estate, and Banking and is widely used by Small Business, Mid Market, and Enterprise.
Floify Customer wins, Customer success stories, Case studies
What benefits does Floify offer for Digital Signature?
How can Floify enhance your Engaging And Following Up process?
What benefits does Floify offer for Workflow Management?
How can Floify enhance your Generation Of New Leads process?
How efficiently Does Floify manage your Helpdesk Management?
11 buyers and buying teams have used Cuspera to assess how well Floify solved their CRM needs. Cuspera uses 934 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
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Read more →What is Floify?
Frequently Asked Questions(FAQ)
for Floify
What is Floify?
Floify is a Mortgage Automation and Point-of-Sale Solution that helps to automate and manage all processes of loan origination. It helps mortgage professionals automate lending processes and improve communication between all stakeholders.
It provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, to increase the profitability of mortgage operations. It has a secure document portal, automated borrower and agent notification platform, suite of productivity integrations and so much more.
Key features include loan document management, customer database, loan processing, multi-branch support, digital signature, credit reporting, visual representation and more. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Floify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks.
What is Floify used for?
What are the top features of Floify?
Who uses Floify?
What are Floify alternatives?
Where is Floify located?
Peers used Floify for digital signature and engaging and following up
Floify Competitors
Floify Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (6) |
| Custom Reports | Read Reviews (132) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (6) |
| Custom Reports | Read Reviews (132) |
Software Failure Risk Guidance
?for Floify
Overall Risk Meter
Top Failure Risks for Floify
Floify LLC News
Floify launches Dynamic AI : embedded intelligence that elevates the mortgage POS experience | National News
Floify has launched Dynamic AI, an embedded intelligence feature for its mortgage point-of-sale (POS) platform. This new capability streamlines the mortgage application process by allowing borrowers to upload documents like pay stubs and IDs, which the AI then extracts and validates. This reduces manual data entry for loan officers and enhances the borrower experience by prepopulating verified information. Dynamic AI integrates seamlessly with existing systems, enabling faster pre-approvals and a more efficient workflow.
floify ICE mortgage technology integration
floify ICE mortgage technology integration
Floify wins 2025 PropTech Breakthrough Award for Best Loan Origination ...
Floify received the 2025 PropTech Breakthrough Award for Best Loan Origination Solution. This accolade, hosted by Tech Breakthrough, highlights Floify's innovative mortgage automation platform, which enhances efficiency for lenders and borrowers. Key features include dynamic applications, native verification, and numerous integrations, contributing to a 98.2% customer satisfaction score and processing over 427,440 mortgage applications in the past year.
Floify wins 2025 PropTech Breakthrough Award for Best Loan Origination Solution
Floify has been awarded the 2025 PropTech Breakthrough Award for Best Loan Origination Solution. This recognition highlights Floify's innovative mortgage automation platform, which enhances the loan process through features like Dynamic Apps, Floify Verify, and Native eSign. These tools improve efficiency, reduce costs, and streamline workflows for lenders and borrowers. Floify's commitment to innovation is evident in its high customer satisfaction score and extensive use by loan originators.
Floify LLC Profile
Company Name
Floify LLC
Company Website
https://floify.com/HQ Location
Boulder, Colorado US
Employees
11-50
Social
Financials
PRIVATE
