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
"...This helps me move forward with loans and keep my customers informed without me having to do the follow up...." Peer review by Crystal S., Loan Originator, Real Estate
Peer review evidence (same sources as the product rating summary)
"...By combining the platform s intuitive point-of-sale, eSignature-capable Disclosure Desk, and optional brandable mobile apps, lenders can present a seamless single sign-on experience for their borrowers to fulfill every aspect of the loan origination process...." Feb. 6: LO jobs; broker, sales, digital products; Agency news; comp survey guarantees still out there?
"...The customer contact and follow up are awesome!..." Peer review by Marla G., VP Operations, Real Estate
"...Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows have a new combo in their toolkit Shape Software now directly integrates with digital Point of Sale (POS) and mortgage automation solution Floify! ..." Shape Software + Floify = The Ultimate Mortgage POS and Automation Workflow!
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
How can Floify optimize your Digital Signature Workflow?
How efficiently Does Floify manage your Engaging And Following Up?
What benefits does Floify offer for Workflow Management?
How does Floify facilitate Generation Of New Leads?
How does Floify facilitate 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.
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 Head of Customer Experience Sol Klein named to HousingWire's ...
Sol Klein, Head of Customer Experience at Floify, has been named to HousingWire's 2026 Insiders list. This recognition highlights Klein's leadership in transforming Floify's client experience 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.
press release floifys sofia rossato named to inmans best
Floify's Sofia Rossato has been recognized by Inman as one of the best in the industry.
News: Sydney Barber of FLOIFY honored with 2026 HousingWire Rising ...
Sydney Barber, head of product at Floify, has been honored with the 2026 HousingWire Rising Star award. Her contributions to mortgage technology, including the development of Dynamic Apps and Dynamic AI, have significantly advanced Floify's platform. Under her leadership, Floify achieved a 98.2% customer satisfaction rating, reflecting her impact on product innovation and customer experience.
Floify LLC Profile
Company Name
Floify LLC
Company Website
https://floify.com/HQ Location
Boulder, Colorado US
Employees
11-50
Social
Financials
PRIVATE
