Mortgage Automation and Point-of-Sale Solution

Mortgage Document Portal and Management Software

A secure, intuitive mortgage document portal that lets LO’s quickly and efficiently collect and organize borrower documentation. Borrowers can upload requested documents and authorize originators or their staff to securely verify bank statements, credit lines, tax returns, and pay stubs. Floify’s automated mortgage document management process keeps borrower documents and communications in a safe, encrypted platform and out of email, voicemail, or fax.

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mortgage document management portal software
mortgage borrower portal

Intuitive Digital Experience For Borrowers

Borrowers can easily upload the docs you need through their very own secure mortgage document portal.

  • Customizable, online 1003 application
  • Upload docs, track loan status and enable automated asset verification
  • DocuSign electronically or download for wet signature
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Secure and Efficient Loan Document Management

Quickly build your needs-list and instantly add or remove requests as the loan progresses.

  • Start a new loan file in your LOS instantly from an online 1003 application submission
  • Customizable “quick-packs” and templates get any loan type up and running fast
  • Branded notifications keeps communication tracking inside the secure platform and out of your inbox
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loan document management
mortgage pipeline

Real-Time Loan Pipeline Management

Loan Dashboard lets you track and manage loan status, borrower communications, and pipeline progress.

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Learn Why Our Customers Love Using Floify

Noele Reynolds

Loan Partner I
Ryan Smith Team Waterstone Mortgage

It is so user friendly. I think I'm not especially tech-savvy, and feel pretty comfortable getting things done! I advocate for "Flo", as we call it, often to our other teams.

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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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