Drive Mortgage Success with Floify
Boost Efficiency & Borrower Loyalty with Our Industry-Leading Mortgage Point-of-Sale Solutions
- Streamline loan origination: Automate your mortgage processes for faster closings
- Enhance borrower experience: Provide a seamless, user-friendly platform that keeps borrowers engaged
- Boost retention: Create customers for life with post-close customer care tools and incentives
- Gain a competitive edge: Differentiate your brand with continuous innovation
Maximize the Efficiency of Your Origination Process
Take your production to the next-level with a platform designed with the mortgage originator's workflow in mind.
From application and document management to dozens of automated communications, Floify frees up mortgage teams to focus on high value tasks.
Key features include:
- Boost speed-to-lead with automated needs list creation, credit reporting, and more
- Run Dual AUS and compare results side-by-side
- Empower borrowers to get to the finish line faster with Closing Accelerator
Customize Your Borrower's Journey Every Step of the Way
Deliver an engaging and enjoyable digital mortgage experience that differentiates your brand to borrowers.
Packing features and functionality only available from a robust, stand-alone point-of-sale platform, Floify makes it easier than ever for lenders to stand out.
Key features include:
- Intuitive, mobile-responsive design requires no app downloads, ever
- Collaborate with borrowers in real-time with Co-Pilot, featuring Quick Assist
- Design every detail of your communication strategy with template-driven email/SMS updates
Allen Coombs utilizes 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, Branch Manager, Fidelity powered by Benchmark Mortgage
Tap In To Industry-Leading Configurability
Every workflow is unique and mortgage pros need a system that enhances, not limits, their process.
With Floify, you'll have a massive number of configuration options to build your digital origination process exactly the way you want it.
Key features include:
- Integrated with your favorite systems (LendingPad, Surefire, DO, DU, LPA, credit, more)
- Advanced task management automation for teams
- Custom fields, layouts, and business rule data management
Create a Customer for Life with Closing Accelerator and Customer Capture
Simplify your borrowers' home and move, and differentiate your business, with Porch's free home management app for iOS and Android. The home concierge service helps borrowers with every aspect of their pre- and post-move experience, including:
- Providing digital moving checklists
- Automatically creating to-do lists using data extracted from home inspection reports
- Gift your borrowers up to $500 in welcome gifts and offers*
- Keep their family safe with Free RecallCheck for home appliances ($90/year value)
- Stay in front of the borrower post close with your contact information featured in the app
Get Award-Winning Support When You Need It
Even the best LOs need an assist from time-to-time.
With one of the most renowned support teams in the industry at your back, you'll be able to originate with ease knowing we're just a call, chat, or email away.
- Floify Academy: training videos, help articles
- In-app live chat support during business hours
- Weekend and evening availability
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 Enterprise LOS (Encompass, BytePro, MeridianLink)
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