Simplify Mortgage Document Management with Floify
Mortgage brokers know that time is money, and chasing down borrower documents can eat up both. That’s where Floify steps in—giving brokers, loan officers, and processors a faster, smarter way to collect, track, and manage loan documents without the usual delays and endless email chains.
With Floify, the days of hunting through inboxes and nagging borrowers for missing paperwork are over. This cloud-based platform keeps everything in one place, automatically organizing documents and nudging borrowers when something’s needed. We compare it to having a tireless assistant who never forgets a follow-up. This frees up loan teams to focus on what really matters—closing deals.
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Frequently Asked Questions:
What is Floify?
This is a secure, cloud-based mortgage loan origination software that helps lenders streamline the process of collecting and managing loan documents. No more chasing borrowers for paperwork or sorting through endless email attachments—Floify automates document collection, keeping everything organized in one place.
Read more about Floify’s offerings for Lenders.
Who Uses Floify?
From independent brokers to major banks like Summit National Bank, loan professionals everywhere rely on this software to simplify mortgage processing.
Brian Elkin, Executive Vice President of Summit National Bank, puts it best: “Floify reduces the amount of time our staff works on loan paperwork and removes the guesswork about the status of loan docs.”
Does Floify Replace Loan Origination Software?
Nope! Floify integrations work seamlessly alongside existing loan origination systems, adding cloud-powered automation to speed up loan document workflows. It’s accessed online through a web browser—no downloads, no installations, just instant efficiency.
Is Floify Secure?
Absolutely. Every document uploaded, stored, and shared is encrypted and protected with SSL (HTTPS).
Why Is Floify Better Than Email for Collecting Borrower Documents?
Email is convenient—but not secure, especially when handling sensitive financial information. Most lenders still rely on email, but mortgage professionals know there’s a better way. This software provides a secure, centralized platform that keeps documents organized, ensures compliance, and eliminates the risks of unsecured email exchanges.
How Does This Compare to Traditional Document Storage?
You’ll no longer need to manually organize borrower documents into desktop folders. Floify creates an interactive checklist, showing which documents have been received, reviewed, or are still missing. Borrowers and lenders get real-time updates, helping everyone stay on track and meet deadlines.
Is Floify Faster Than Traditional Loan Processing?
Yes! Our software keeps things moving with automated reminders, reducing bottlenecks and helping loan origination teams hit their deadlines without unnecessary delays. No more lost documents, no more waiting around—just a smooth, efficient workflow.
See Floify’s Broker-focused products.
Is a Dashboard Provided for Managers?
Yes - Managers get a real-time dashboard that displays every active loan’s status at a glance, including deadlines and completion percentages. It’s an easy way to track progress and keep loan teams accountable.
How Do Lenders Get Started?
It’s simple—go to Floify.com, create a free account, and start a test loan. Want to know more about Floify pricing? Reach out today to see how we can transform your mortgage workflow.
Floify Reviews:
"I’ve been in the mortgage industry for the last 29 years and I want to recognize Floify as a true partner for originators. The functionality of Floify allows our originators flexibility and speed. Our customers have a user friendly, secure site for application and document upload giving us a platform which reinforces confidence . In addition, Floify’s customer service is unparalleled." Client, Eddie Sexton | "LOVE Floify! A very intuitive system! The follow up notification reminders are my favorite - they can go out via email and text message. We are all busy with work and life but our cell phone devices are at our fingertips. That's how accessible Floify is! Recommend! 10/10" Client, Casandra Juarez | "I absolutely love Floify. I recently signed up for the service and it's making everything so much more efficient. The set up is straightforward, but the secret is their Support Team. They will help you with ANYTHING that you need and they're incredibly fast with their turnaround. I feel like they understand the need for quick results when the requests are sent. This even includes asking them to help with the set up formatting. Fantastic all around." Client, Joe Cariola |
Efficiency That Works for You and Your Clients
A well-organized loan process isn’t just about making life easier for lenders—it creates a better experience for borrowers, too. When everything is streamlined, clients feel more confident, communication improves, and loans close faster. Floify mortgage solutions keeps teams focused, borrowers engaged, and deals on track.
If you're ready to simplify your workflow and take the frustration out of document collection, it's time to experience Floify for yourself.