Mortgage Point-of-Sale Portal


Floify's secure mortgage point-of-sale portal provides a web-based access point for your borrowers to interact with their loan from application through clear-to-close.

Borrowers can easily complete a loan application, upload supporting documentation, eSign disclosures, and monitor the status of their loan — in a single, easy-to-use location.

Loan origination teams utilize Floify's point-of-sale to not only improve the customer experience, but also as the central location for their process and document management needs, generating operational efficiencies throughout their workflow.

mortgage point of sale pos point-of-sale document portal

Loan Document Management

Floify's point-of-sale portal makes it simple for your borrowers to know exactly what is on their needs-list, and even easier to get it to you.

Quickly collect accurate supporting documentation from your borrowers in a secure, centralized, digital environment – creating transparency for borrowers, origination teams, and agents.

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Custom Fields and Layouts

Customize and transform Floify's point-of-sale portal into a one-stop information shop by creating dynamic layouts for borrowers or lenders – powered by unique and flexible data fields.

Display anything from a checkable task list, to downloadable PDFs, to a Google Maps link instructing a borrower how to find the location of their closing. The possibilities are limitless.

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Business Rules

Floify's Business Rules bring the power of if-this-then-that automation to your point-of-sale portal. Craft simple trigger-action statements to dynamically alter the information on the screen.

Trigger new layouts with their own unique data fields, or fire off webhooks to your other mortgage systems when a field is toggled in your portal.

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Leverage Floify's integration with industry-leading eSignature platform DocuSign to let your borrowers electronically sign documents and disclosures – easily done from within their point-of-sale portal.

Enterprise customers combine DocuSign, their LOS, and Floify's Disclosure Desk to create a powerful, centralized disclosure management system across their operation.

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Try Floify for Free

Start your free trial today and discover how the Floify mortgage point-of-sale platform can transform your lending operations.

  • Close loans faster.
  • Make borrowers happier.
  • Impress referral partners.
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