Floify: Seamless Mortgage Services Designed for Credit Unions

Differentiate your credit union with a personalized, secure, and scalable mortgage solution.

Floify is trusted by credit unions to deliver customizable, highly secure, and user-friendly experiences designed to grow with you. Elevate member experience, ensure strict compliance, and deliver exceptional services with Floify.


Check out what other mortgage bankers are saying about Floify


Great software to collect all docs from borrowers

Raymundo Romero,
Equity Smart Home Loans

via g2
Makes doing loans so much easier!
Rebecca Wisner,
Premier Mortgage Resources
Time Saving and Top of the Line.
Kimberly Stone,
Bay Equity Home Loans

via g2
An excellent front end POS to get applications, documents, and so much more.
Michael Ciresi,
American Mortgage Network

via g2
Very effective.
Vincent Mariz,
Acra Lending

Features Tailored for Credit Unions

Improve member services with a seamless and high-touch digital platform that keeps members engaged and satisfied.

Maintain strict compliance with governance tools, SOC II compliant systems, and enhanced security features.

Offer a consistent member experience with Floify's extensive white-labeling and branding capabilities.

Provide modern digital solutions to help members experience the dream of homeownership with less stress.

The Porch home app helps borrowers with every aspect of their pre- and post-move experience, including:

Stay in front of your borrowers post-close with your contact information featured in the app

How to recognize and prepare for mortgage industry cycles and the impacts of interest rate changes on borrower's buying power

Why 60% of lenders feel pessimistic about housing market performance and how to adopt a proactive approach

How investing in innovative technology can give you a competitive edge in any market condition, helping you thrive in both short and long timescales

The importance of automation in combating common challenges faced by mortgage professionals in banks, credit unions, mortgage banks, and mortgage brokers

How to develop a tailored approach to automation that supports your loan officers (LOs) and scales your business, regardless of market fluctuations

floify brand white labeling

Maintain Brand Consistency with Floify's Seamless White Labeling

Ensure a consistent, high-quality experience across all your digital banking services with Floify's industry-best configurability. Extensive white-labeling functionality allows credit unions to deliver an innovative mortgage experience without compromising their brand look-and-feel.

Key features include:

  • Deeply customizable user interface for branding and experience optimization
  • Easily embed the Floify UI on your domain
  • Enable a single login experience with OpenID Connect Company SSO
Schedule Demo
floify security and compliance features

Navigate Compliance and Security with Confidence

Transition the complexities of regulatory compliance into a straightforward process with Floify. Our platform's built-in governance and security features ensure a trustworthy environment for your credit union operations, allowing you to prioritize enhancing member experience.

Key features include:

  • Governance tools to standardize workflows and usage across your organization
  • SOC II compliant systems
  • Bolster member security with multi-factor authentication
Schedule Demo


Build a modern digital workflow that helps close loans faster and supercharge borrower satisfaction

  •   Build your digital workflow with industry-leading configurability
  •   Close loans up to 7.5 days faster via efficiency-boosting automation
  •   Design and deliver beautiful end-to-end borrower experiences
  •   Provide a differentiating level of transparency and access to referral partners

Equip yourself with the knowledge and insights needed to navigate the cyclical patterns and market shifts in the mortgage industry by downloading our exclusive eBook.

Download Ebook
floify mortgage borrower experience

Transform Member Experience with Digital Mortgage Innovation

Step into the future of mortgage origination, powered by Floify's dynamic digital solutions. Our platform is designed to redefine how your members interact with your services, fostering an innovative and user-friendly approach to mortgage lending.

Key features include:

  • Floify's interview-style loan application tool features Co-Pilot real-time member collaboration
  • Simplify the signing process with Floify eSign, our platform's modern eSignature solution
  • Built with inclusivity in mind, our member interface is fully mobile-responsive and ADA compliant
Schedule Demo
floify mortgage borrower experience

Accelerate Your Loan Cycle with Floify's Automation Features

Experience a paradigm shift in your loan origination process, facilitated by Floify's powerful automation capabilities. Thoughtfully developed with the unique demands of credit unions in mind, our platform streamlines the mortgage journey, turning it into a swift, efficient, and member-focused experience.

Key features include:

  • Automate mortgage applications, document collection, and file management to expedite loan processing
  • Delegate routine tasks to Floify, freeing up your team to focus on member relationships and strategic initiatives
  • Access a vast library of integrations, APIs, and webhook capabilities for connecting critical systems
Schedule Demo
floify mortgage borrower experience

Experience Unrivaled Support and Onboarding with Floify

Whether your credit union is just beginning to offer mortgage loans or has a large network of mortgage-enabled branches, Floify's award-winning customer support ensures your only worry is how to provide exceptional member service.

  • Dedicated Customer Success Manager for Enterprise accounts
  • Floify Academy: training videos, help articles
  • In-app live chat support during business hours
  • Weekend and evening availability
Schedule Demo