We'll help you automate your process.
So you can focus on helping your borrowers.
Floify helps lenders build a more efficient workflow so they can save time, increase satisfaction, and provide a modern, mobile-optimized mortgage experience for borrowers.
- Quickly collect initial needs lists and conditions
- Automate updates, notifications, and reminders
- Easily customize and brand for your company
- Streamline the loan application experience
Quickly Collect and Organize Borrower Documentation
Accelerate the collection of needs list documentation, conditions, and authorizations with a secure and fully-branded borrower web portal. Our easy-to-use system helps organize loan files to make processing simpler and faster.
- Secure, intuitive borrower portal
- Built-in or integrated eSignature options
- Gentle reminders about pending document requests and unfinished applications
Keep Clients in-the-Loop with Automated Notifications
Fully customizable and template-based email and text message notifications keep borrowers, co-borrowers & referral partners up-to-date with little effort.
- Customizable and data-merged templates for email/SMS
- Loan milestone tracking bar
- Partner portal for agents to monitor loans and self-generate branded pre-approval letters
Offer an Exceptional Loan Application Experience
Floify's modern, web-based 1003 creates a smooth mortgage application experience that guides borrowers along the path of least resistance, ensuring high accuracy and completeness.
- Collaborate in real-time with Co-Pilot
- Automatically generate document needs lists
- Easy to enable Spanish subtitles
Allen Coombs uses Floify to help simplify the loan application process for his borrowers
“Having my clients do the application through Floify has changed my career. It has freed up more time for me to get more business, instead of spending that time taking an application over the phone, which took up to an hour.”
Allen Coombs, Sales Manager, Fidelity Mortgage a Division of Bay Equity Home Loans
Give Borrowers the Tools to Do Business From Anywhere
Borrowers (and agents) are increasingly preferring mobile methods of communication and engagement. Floify includes everything a loan originator could need to serve a mobile borrower.
- Responsively designed for mobile web browsers
- Native iOS and Android apps
- LO-branded progressive web apps
Integrate With Your Critical Mortgage Systems
Increase efficiency and keep data flowing smoothly by integrating your best-of-breed systems with Floify's automation platform.
- Dozens of credit reporting integrations
- LOS, CRM, VOA, VOE, VOI
- eSignature, cloud storage, and much more
Add a Modern eSignature Solution To Your Workflow
Floify offers both native and integrated 3rd-party eSignature options for lenders. Whether you have an existing Docusign account that you love, or want to take advantage of the included Floify E-Sign solution, it's easy to put this modern workflow in place.
- Modern, mobile-friendly native Floify E-Sign (included with all plans)
- Seamless integration with Docusign
- Enterprise-grade Floify Disclosure Desk
Customize and Brand for Your Business
Take advantage of a huge number of available customizations to tailor Floify to your processes, and put your company brand front-and-center.
- Brand Floify with company logo, color scheme, email signature and more
- Customize the web portal with dynamic layouts powered by unique and flexible data fields.
- Create co-branded landing pages with your Realtor referral partners
Trusted by 3,000,000+ users, including some of the world's most prestigious lenders.
Calum Ross relies on Floify to drive personal production and revenue in his loan origination process
"I signed up for Floify in 2015. Since then, I have averaged over $165 million in personal production and never had to email a client for documentation. The $79 monthly subscription cost contributed to my revenue of over $100,000 per month."
Calum Ross, Principal Broker, The Mortgage Management Group
Find the Floify plan that’s just right for you and your team
Floify is the digital loan origination solution that scales with you.Business Plan
Ideal for a single LO who wants to automate their lending process with a streamlined digital loan origination platform.
$79
per month
Business Plan
Ideal for a single LO who wants to automate their lending process with a streamlined digital loan origination platform.
$70
per month
$840 annual prepay, save $108
1 LO or support user
Secure borrower portal
Customizable digital 1003 loan application
1003 Co-Pilot
Automated updates and notifications
Native e-signature via Floify E-Sign
Suite of productivity integrations
Reporting and Analytics dashboard
Audit log
Realtor Partner Portal w/ pre-approval letters
Custom fields, layouts, and business rules
+ much more!
Team Plan
Designed for lending teams that consist of a single LO and up to four support users working on the same pipeline.
$250
per month
Team Plan
Designed for lending teams that consist of a single LO and up to four support users working on the same pipeline.
$200
per month
$2,400 annual prepay, save $600
1 LO and 4 support users
Secure borrower portal
Customizable digital 1003 loan application
1003 Co-Pilot
Automated updates and notifications
Native e-signature via Floify E-Sign
Suite of productivity integrations
Reporting and Analytics dashboard
Audit log
Realtor Partner Portal w/ pre-approval letters
Custom fields, layouts, and business rules
+ much more!
Enterprise Plan
Ideal for large-scale lending operations that are looking to maximize productivity, boost efficiency, and drive profitability at scale.
Custom
Tailored to your needs
Includes all of the features in Floify's Business and Team plans, plus:
Integrate with your LOS
Disclosure Desk
Fannie Mae Desktop Underwriter® integration
LOS milestone sync
Single sign-on with Active Directory
Settlement agent portal
Hybrid e-closing
Concierge onboarding and training
Dedicated Account Manager with priority support
Enjoy the benefits of a fully-automated mortgage business
With Floify, you'll be on the leading edge of mortgage technology with the industry's most adored digital 1003 loan application, secure document portal, automated borrower and agent notification platform, suite of productivity integrations and so much more.
