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 mortgage 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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floify loan portal with custom fields and layouts enabled

Custom Fields and Layouts

Customize and transform your mortage 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 and downloadable PDFs to a Google Maps link instructing your borrower how to find the location of their closing. The possibilities are limitless.

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Business Logic

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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docusign esignature in Floify


Leverage Floify's built-in E-Sign functionality or the platform's integration with 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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Secure and Compliant

Floify employs the latest in bank-level encryption to ensure the security of all data that is entered or stored in the system – giving lenders, and borrowers, peace-of-mind.

Additionally, all of Floify's borrower-facing mobile and desktop views are compliant with the Americans with Disabilities Act’s (ADA) Web Content Accessibility Guidelines (WCAG) 2.1 AA standard so that anyone can enjoy the benefits of a modern digital mortgage experience.

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floify bank grade security

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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