Mortgage Automation and Point-of-Sale Solution

Mortgage Automation Software

Floify's mortgage automation software helps loan officers streamline the mortgage process, deliver a hassle-free borrower experience, and close loans easier and faster. Floify’s mission is to provide lenders with an easy way to collect and verify documents, keep borrowers and referral partners in the loop, and efficiently manage every loan in their pipeline.

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Complete Mortgage Automation Solution from Application to Approval

Floify provides a secure communication and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Lenders can manage every step progress from borrower application to loan approval with secure doc collection, verification, notifications and even a mortgage automation mobile app.

mortgage document portal

Document Portal

Collect borrower documents faster with a secure, intuitive mortgage portal.

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mortgage compliance software


Access a suite of controls and integrations to keep your compliance officer happy.

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mortgage loan origination software


Save time and keep stakeholders happy with automated updates.

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mortgage automated verification income assets employment

Automated Verification

Quickly get current and accurate documentation direct from source.

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mortgage processing software

Mortgage Processing

Realize a new level of processing speed with an efficient, organized solution.

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Integrated Software Solutions

We don’t want to change how you work — we want to make it better. Floify integrates with leading loan origination systems, SMS providers, asset and income verification partners, e-signature providers, and file-sharing platforms.

accountchek formfree automated asset verification
dropbox mortgage software integration
box mortgage software integration
google drive mortgage software integration
slack mortgage software integration
docusign mortgage software integration
microsoft azure cloud storage integration
veri-tax automated income verification

Learn Why Our Customers Love Using Floify

More than 260,000 registered users rely on Floify to communicate and stay informed on every step of the loan process.

Oliver Orlicki

Loan Officer
The Orlicki Group at Innovative Mortgage Services

I've been utilizing Floify to collect documents and issue pre-approvals for our buyers for almost 6 months now and I can say it has been a revolutionary tool for my mortgage team. I was tired of having my team chase docs and continually try to update and track what was needed. Floify is easy to set up, simple to operate, runs flawlessly and streamlines the entire document collection process for all of my clients. The integration with my cloud storage is crucial as well. I'm incredibly satisfied with Floify and see it as an integral part of my origination toolbox. I collect a lot of online reviews and my buyers are mentioning Floify as a part of the reason their mortgage was so enjoyable and simple. Thank you Floify!

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We’d love to show you why thousands of mortgage professionals have chosen Floify to improve their customer experience and streamline the mortgage origination process.

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