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Streamline Your Mortgage Office

Our Mission

Floify was launched in 2012 when company founder and CEO, Dave Sims, was purchasing his home in Boulder, Colorado. The mortgage process was inefficient, confusing, and heavily dependent on outdated and insecure methods of transferring sensitive documents and communications.

Armed with a Doctorate in Computer Science,15 years of experience designing software for the banking and finance industry, and his own Mortgage Origination License, Dave launched Floify, the industry’s leading mortgage automation software platform. Our mission is to enable loan officers to close loans faster while giving borrowers an easy, hassle-free mortgage experience.

Our Customers

Floify streamlines the mortgage process by providing a secure communication and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators and their teams use the platform to quickly and securely collect documents, verify assets, and track the entire loan process.

We are thrilled to serve enterprise lender teams such as Legacy Mutual Mortgage, Peoples Home Equity, Bay Equity, Waterstone Mortgage, and hundreds more. We work with everyone from the CEO and their Exec Teams, to regional managers, branch managers, LOs, and their support teams and have since improved many other processes that make their lives easier.

Our Technology

Floify’s software platform integrates with the Encompass LOS, LendingQB, AccountChek by FormFree, Veri-Tax, Equifax, The Work Number, and leading productivity solutions such as Dropbox, Slack, Docusign, Box, and Google Drive.

The platform securely verifies borrower assets from 16,000 of the top banking institutions including Citibank, Charles Schwab, Goldman Sachs, Morgan Stanley, Chase, and others.

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