Mortgage Automation and Point-of-Sale Solution

Mortgage Loan Origination Software

To reach and exceed goals, LOs need to ensure that new leads are constantly entering their sales pipeline and they are armed with technology that allows them to efficiently scale loan production. Keep the leads flowing with lending software that brings your referral partners closer than ever, and gives your borrowers the heightened level of communication they demand. Floify’s mortgage origination software saves time and money by automating the most replicable, time-consuming tasks in the loan process.

Request a Demo
mortgage loan origination software
mortgage milestones loan updates

Automated Communications

Give borrowers and partners the level of communication they need with real-time loan status updates.

  • Customize mortgage milestones for your origination process
  • Instantly send secure, loan status updates to borrowers and any stakeholders in seconds.
  • Want to go mobile? Send a SMS text message update straight to their mobile phone.

    SMS support offered in: US, Canada, Australia,
    United Kingdom, Ireland, and New Zealand

Learn More

Referral Partner Loan Management Software

Stay top-of-mind by offering your referral partners something unique: their very own portal with self-service functionality.

  • Give your referral partners their very own portal to track loans in process with their clients
  • Realtor partners can generate custom pre-approval letters based on loan limits you set (watch a Floify customer describe the feature to his partners in the video on the right)
  • Allow other loan stakeholders to securely upload pertinent documentation to the loan file
Learn More
mortgage pre approval letter generation
mortgage mobile notification

Create a Winning Brand

Showcase your market leadership by providing the best loan origination software for your customers.

  • Display your company logo and branding within the borrower and partner portals
  • Include your personal email signature in all communications sent from Floify
  • Customizable, mobile-friendly “Apply Now” form can be added to your website
Learn More

Connect Your Favorite Systems

Customers can take advantage of Floify Webhooks to connect the platform to their favorite business software systems, via Zapier.

  • Leverage several Floify webhook endpoints
  • Build custom Zapier integrations to Pipedrive, Mailchimp,
    and others
  • Trigger webhook actions, like starting a new loan flow, in Floify when a condition is met on your other systems.
Learn More
floify webhook api zapier

Learn Why Our Customers Love Using Floify

Erin Dee

Chief Strategy Officer

Incorporating Floify into our process on an Enterprise level has proven to be a game changer for Legacy Mutual. We are now able to offer a vastly improved customer and agent experience consistently across our organization. Dave and the Floify team have been great business partners in helping us design a system that works with our processes and systems.

Schedule a Demo

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.

Call us:

Email us: