Floify Releases Exciting and Powerful Custom Fields Update - Read More!

Streamline Your Mortgage Office

Floify Mortgage Automation Software

Streamline Your Mortgage Office

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Document Portal

Collect borrower documents faster with a secure, intuitive mortgage portal.
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Communication

Save time and keep stakeholders happy with automated updates.
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Processing

Realize a new level of processing speed with an efficient, organized solution.
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Verifications

Quickly get current and accurate documentation direct from source.
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Compliance

Access a suite of controls and integrations to keep your compliance officer happy.
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Add Unique Data to Custom Loan Views


The addition of custom fields, layouts, and business rules is our most ambitious endeavor to-date.

Easily add custom data inputs to your Floify account, and arrange them as you desire in unique, role-based layouts for borrowers and lenders. Leverage new automations through Floify business rules to dynamically change layouts based on your data.

  • Create custom data fields: picklists, text, check boxes, timestamps, etc.
  • Arrange your custom data fields into powerful new layouts for borrowers and lenders.
  • Dynamically change layouts based on conditional logic to show progressive information.

Read more about this release
floify custom fields layouts business rules

Integrations


accountchek formfree automated asset verification
DropBox
DocuSign
Google Drive
byte software integration
Equifax integration
Box
veri-tax automated income verification
mlo shift integration

lendingqb integration
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