floify mortgage automation point of sale POS pipeline view

A Complete Mortgage Point-of-Sale for Today's Digital Lender

Generate huge ROI with Floify's web-based 1003 loan application, secure document collection portal, automated communications, partner services, mobile apps, and much more – all for $59/month.

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Originating Mortgages the Old Way is a Ton of Work

You work tirelessly to serve your clients. You provide market expertise, a great product, and exceptional service. But there are roadblocks that are limiting your ability to close loans fast and efficiently.

Documents are incorrect or slow to arrive

Borrowers have loads of distractions in their everyday lives, and documentation needs can be very specific. You need a system that keeps your clients accountable, and directs them to provide exactly the conditions you need.

Your phone rings nonstop – where is my loan?

To grow your business, you need to focus on revenue-driving activities not spending hours providing status updates for clients and partners. You need an automation engine that gives you the freedom to run your mortgage office on your own terms.

Loan applications are incomplete

The full 1003 can be intimidating to borrowers, and often results in you spending valuable time hand-holding or editing. You need an intelligent questionnaire that simplifies the application process by guiding clients on the path of least resistance.

“I signed up for Floify in 2015. Since then, I have averaged over $165 million in personal production and never had to email a client for documentation. The $50 monthly subscription cost contributed to my revenue of over $100,000 per month.”

Calum Ross, Principal Broker and Wealth Advisor at The Mortgage Management Group

Speed Up Document Collection to Save Days Off Your Cycle

Floify helps your borrowers stay on-task and submit complete, accurate documentation in record time.

floify mortgage borrower point-of-sale pos portal

Provide a one-stop borrowing experience

Floify's easy-to-use and navigate portal gives clients a single web-based location to securely complete a loan application, upload supporting documentation, and follow along with their loan.

Keep clients on-task and moving forward

Customizable deadlines and reminders give mortgage borrowers the gentle, but consistent, nudge they need to keep them accountable.

Put your brand front-and-center

Add your company logo, color scheme, email signature, and more to turn Floify into the white-labeled digital mortgage point-of-sale of your dreams.

Stop Working Harder. Start Closing Loans Smarter.

Streamline your mortgage processes, provide a branded digital experience, and build more profitable relationships – easier than ever.

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Fill Your Pipeline With Complete and Accurate Loan Applications

Floify's modern, web-based 1003 loan application smoothly guides borrowers through the application process along the path of least resistance.

Spend less time fixing and finishing loan apps

An interview-style questionnaire, and accurary reviews make Floify's 1003 a breeze to complete and ensures a high quality of submission.

Embed in your website for the most seamless experience

Floify's digital 1003 can be embedded directly on any page of your website and customized to look and feel like it belongs.

Save on steps with built-in eConsent and Credit Auth

Automate collection of the eConsent and Credit Authorization by taking advantage of the built-in capabilities of Floify's loan application.

Engage and Delight Referral Partners to Keep the Leads Flowing

Floify's partner-specific feature set is designed to help make doing business easier – for both of you.

Bring transparency to the table

Keep referral partners and other loan stakeholders in-the-loop with their own partner portal and status updates.

Add value with easy co-marketing

Create unique co-branded landing pages to take your co-marketing efforts to the next-level.

Provide a la carte pre-approval letters

Upload your template and set per-loan limits to give your Realtor® partners a quick way to self-generate pre-approval letters.

Automate Your Processes. Take Back Your Time.

Streamline your mortgage processes, provide a branded digital experience, and build better relationships – easier than ever.

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Integrate with Leading Vendors and Solutions

Floify integrates with many of the solutions loan originators already use, to help create a streamlined flow of data and documents.

(plus many more)

Scale Your Production, Not Your Costs

With a simple and transparent pricing structure, no per loan fees, and the most flexible point-of-sale platform in the mortgage industry, Floify is the perfect digital solution for a loan originator – or a thousand.

Full-featured plans start at just $59/month per user.

Unlimited Loan Files

Whether you originate five loans a month, or fifty, your clients will all enjoy the same branded, streamlined mortgage experience – while your costs stay flat.

Shareable Support Users

Give your loan processors the freedom to move across pipelines quickly and easily from anywhere.

Enterprise Functionality

Lenders who opt for an Enterprise plan can take advantage of company-wide features and innovations such as Floify's Disclosure Desk, which integrates LOS, POS, and eSignature to eliminate disclosure friction for borrowers.

See Why Loan Originators Prefer Using Floify

Request a demo to see for yourself how Floify can help you streamline back-office processes, and create the ideal mortgage experience for your borrowers