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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, Dropbox, Box, and Encompass.





Under development: Encompass LOS integration

Floify Status for November 1st

15% month-over-month growth

Loan Docs Under Management 198,499
Registered Users 13,606
Loan Files Under Management 13,095
Loan Files Started Last Month 2,191

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

Just Email Your Tax Return

Have you ever heard that? Just email your tax return.

Email is not secure. Tax returns sent over email is a step towards identity theft.

Sending personal information by email is not secure.

Floify is a fully secure platform for collecting loan docs from borrowers.

Here’s a 5 minute demo video of Floify that shows you what we mean:

Milestone Updates for Realtors

Real estate agents are your best referral partners, right?

Keep them up-to-date on loan progress with simple emails that look great on mobile devices.

  • Real estate agents, title companies, borrowers are all kept up-to-date through each milestone of the loan process.
  • Don’t wait til Friday to send updates. Send them throughout the day, every day.
  • Looks great on smartphones. Busy real estate agents see the critical info they need in the email subject line.
  • Just two clicks to send a personalized milestone update message. No more copy/paste.

Borrower Portal

Wouldn’t it be awesome if borrowers had a professional Borrower Portal that let them:

  • Securely upload all bank statements, pay stubs, etc
  • Wet-sign other needed docs
  • Check loan status
  • Fill out your Short Form App + other customizable webforms
  • See your branding
  • Synchronize uploaded docs to your Dropbox or Box

That would be awesome.

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