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Tame Your Chaotic Mortgage Office

Tame Your Chaotic Mortgage Office

Floify Mortgage Borrower Portal and Dashboard

Borrower Portal

Automate the process of collecting loan documents from borrowers.

Milestone Updates

Keep referral partners and borrowers up-to-date with easy email updates.

Pipeline Status

Gain 24/7 visibility into the status of your pipeline.


Integrations with DocuSign, Encompass, Dropbox, Box, and Slack.





Slack RGB

Encompass LOS Integration

We’ve integrated Floify with the Encompass LOS to provide enhanced efficiency and compliance benefits to our users!

LO’s are easily uploading the accepted borrower documents from their Floify into the corresponding loan’s eFolder in Encompass.

There’s even more features on the way, so check out our Encompass Integration Roadmap for more details of what’s to come!


Floify Status for February 1st

32% month-over-month growth

Loan Docs Under Management 293,208
Registered Users 20,425
Loan Files Under Management 19,475
Loan Files Started Last Month 3,008

Got 2 Minutes? Understand Floify.

C4 Lending Case Study

Your entire mortgage office could be 25% more productive by automating the process of gathering lending documents from your borrowers as well as keeping them informed of current loan status.

That 25% metric comes from our first customer, Melanie Taliaferro with C4 Lending.

Melanie runs the top producing branch of a nationwide mortgage company. Melanie employs a staff of 18 loan originators, assistants, and processors, all of whom use Floify.

In her words, Floify is the single best investment I’ve made in my branch.

What Loan Originators Say About Floify

As I have gotten much busier, this system has really helped out a lot and made my life a lot easier.

Stephen M. Campbell / Senior Loan Officer / Glastonbury, Connecticut

Everyone love love loves the milestone updates! We have seen significant agent retention since we instituted Floify updates in a systematic way.

Andrew Soss / Sr Mortgage Advisor & Team Leader / Newport Beach, California

It’s working great and the clients have complimented the site for its ease to work with. Syncs up with Dropbox perfectly. I highly recommend.

Steve Stapleton / Branch Manager / St. Petersburg, Florida

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