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
"...Floify saves us so much time in requesting documents, following up for documents, gathering documents & reviewing documents!..." Peer review by Michael Lopez
Peer review evidence (same sources as the product rating summary)
"...Version 2.0 of Floify s remastered Disclosure Desk gives lenders the power to create a single, streamlined experience for their borrowers to view and eSign their loan disclosures all within the same mortgage point-of-sale their clients use to upload documents, complete a loan application, and follow along with important loan milestones...." Income and Subservicer Webinars; Lender Disaster News Continues
"...Floify saves us so much time in requesting documents, following up for documents, gathering documents & reviewing documents!..." Peer review by Michael Lopez
"...Floify has really improved our team workflows and customer experience...." Peer review by Shanna T., Branch Manager, Banking
Floify, monday sales CRM, E-Sign, WORKetc, Conga Composer, 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 Are the key features of Floify for Digital Signature?
How can Floify enhance your Engaging And Following Up process?
What makes Floify ideal for Workflow Management?
How does Floify facilitate Generation Of New Leads?
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.
Technology Credit Union - Financial Services - Medium
Floify modernizes Technology Credit Union's digital mortgage lending ...
Technology Credit Union - Financial Services - Medium
Technology Credit Union selects Floify to enhance its digital mortgage lending experience - Send2Press
Technology Credit Union (Tech CU) - Financial Services - Large
News: Tech CU selects Floify to enhance its digital mortgage lending ...
What is Floify?
Frequently Asked Questions (FAQ)
What buyers ask before choosing 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 Names Bryan Traeger General Manager - wrenews.com
Floify has appointed Bryan Traeger as general manager, effective October 12. Traeger will focus on enhancing AI capabilities, borrower experience, and reducing mortgage origination costs. His background includes roles in M&A and lender operations, positioning him to lead Floify's next phase of product development.
Floify names mortgage technology leader Bryan Traeger as general ...
Floify has appointed Bryan Traeger as its new general manager. Traeger aims to enhance AI-driven borrower experiences and reduce origination costs for lenders.
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.
Floify's Courtney Dodd named a 2026 HW Marketing Leader
Courtney Dodd, head of marketing at Floify, has been named a 2026 HW Marketing Leader by HousingWire. This recognition highlights her revenue-driven approach that generated 68% of Floify's total pipeline in 2025. Dodd's leadership in marketing strategy and product launches has significantly impacted Floify's go-to-market efficiency and revenue outcomes.
Floify LLC Profile
Company Name
Floify LLC
Company Website
https://floify.com/HQ Location
Boulder, Colorado US
Employees
11-50
Social
Financials
PRIVATE
