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 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.

Schedule Demo
Image

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.

Schedule Demo
Image

Business Rules and 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.

Schedule Demo
Image

eSignature

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.

Schedule Demo
Image

Book a personalized demo of our mortgage automation platform

During your demo, you'll see how Floify can help you streamline your lending by securely collecting documents faster, accepting more applications with less effort, automating loan status updates to save time, and more.

Complete and submit our secure demo form and a member of the Floify team will contact you to schedule your demo day and time. 

  • This field is for validation purposes and should be left unchanged.