Optimize your mortgage origination process with customizable automation
Floify helps loan originators build a more efficient workflow so they can save time, increase satisfaction, and provide a modern, mobile-optimized mortgage experience for borrowers.
- Quickly collect initial needs lists and conditions
- Automate updates, notifications, and reminders
- Easily customize and brand for your company
- Streamline the loan application experience
Enjoy the benefits of a modern mortgage workflow
Introduce Your Business with Branded Landing Pages
Make a dynamic first impression by with Floify's beautifully-designed landing pages, customized for your mortgage brand and responsive for any device.
- Customize button colors and text
- Create a unique, co-branded page for any referral partner
- Integrate your Optimal Blue PPE for real-time rate calculators
Kick Off The Loan Process with the Mortgage Industry's Most Advanced 1003
Floify's web-based loan application helps LOs give their borrowers the modern digital experience they expect. Fully-customizable, branded, and with tons of built-in automation features, our loan app is setting the standard for 21st century mortgage lending.
- Support for the new URLA + MISMO 3.4 file
- Collaborate in real-time with Co-Pilot
- Automatically generate document needs to keep borrowers moving forward
- Easy to enable Spanish subtitles
Collect and Organize Borrower Documentation with Ease
Whether it's you or your processor doing the job, collecting docs and conditions is rarely a smooth process. With Floify, borrowers know exactly what they owe, get notifications and reminders to keep them on track, and can securely upload to their loan file from any device.
- Secure, intuitive borrower portal
- Built-in or integrated eSignature options
- Gentle reminders about pending document requests and unfinished applications
Allen Coombs utilizes Floify to help simplify the loan application process for his borrowers
“Having my clients do the application through Floify has changed my career. It has freed up more time for me to get more business, instead of spending that time taking an application over the phone, which took up to an hour.”
Allen Coombs, Sales Manager, Fidelity Mortgage a Division of Bay Equity Home Loans
Get Signatures Back Faster with a Built-In Digital Solution
Whether you have an existing Docusign account that you love, or want to take advantage of the native Floify E-Sign solution, empowering your borrowers to sign disclosures and authorizations has never been easier.
- Modern, mobile-friendly native Floify E-Sign (included with all plans)
- Seamless integration with Docusign
- Enterprise-grade Floify Disclosure Desk
Keep Borrowers and Partners Updated in Real-Time
Fully customizable and template-based email and text message notifications keep borrowers, co-borrowers & referral partners up-to-date and on-task with little effort on your part.
- Customizable templates for email/SMS
- Loan milestone visual tracker
- Reminders for incomplete apps, documentation needs, and more
- Unique partner portal for Realtors to monitor loans and generate pre-approval letters
Provide the Tools to Do Business From Anywhere
From a responsive design to downloadable apps for smartphones and tablets, Floify includes everything a loan originator could need to serve their on-the-go borrowers and agents.
- Responsively designed for mobile web browsers
- Native iOS and Android apps
- LO-branded progressive web apps
Get Started Today with a Free Trial
(No Credit Card Required)Customize, Brand, and Co-Brand for Your Business
Take advantage of the most customizable platform in the mortgage industry! Tailor Floify to supercharge your existing processes or build a new workflow, and put your company's brand front-and-center.
- Add your company logo, color scheme, email signature and more
- Customize the web portal with dynamic layouts powered by unique and flexible data fields
- Dial in your loan app by adding/removing fields and creating custom questions and follow-ups
Connect to Your Favorite Mortgage Systems
With a massive library of established integrations, developer APIs, and business rule powered webhooks, Floify makes it easy to connect your favorite lending solutions to our platform.
- Keep docs in one place with dozens of credit integrations
- LOS, CRM, VOA, VOE, VOI
- eSignature
- Cloud storage, Product/Pricing, Income Analysis, and more!
Trusted by 3,000,000+ users, including some of the world's most prestigious lenders.
Calum Ross relies on Floify to drive personal production and revenue in his loan origination process
"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 $79 monthly subscription cost contributed to my revenue of over $100,000 per month."
Calum Ross, Principal Broker, The Mortgage Management Group
Find the Floify plan that’s just right for you and your team
Floify is the digital loan origination solution that scales with you.Business Plan
Ideal for a single LO who wants to automate their lending process with a streamlined digital loan origination platform.
$79
per month
Business Plan
Ideal for a single LO who wants to automate their lending process with a streamlined digital loan origination platform.
$70
per month
$840 annual prepay, save $108
1 LO or support user
Secure borrower portal
Customizable digital 1003 loan application
1003 Co-Pilot
Automated updates and notifications
Native e-signature via Floify E-Sign
Suite of productivity integrations
Reporting and Analytics dashboard
Audit log
Realtor Partner Portal w/ pre-approval letters
Custom fields, layouts, and business rules
+ much more!
Team Plan
Designed for lending teams that consist of a single LO and up to four support users working on the same pipeline.
$250
per month
Team Plan
Designed for lending teams that consist of a single LO and up to four support users working on the same pipeline.
$200
per month
$2,400 annual prepay, save $600
1 LO and 4 support users
Secure borrower portal
Customizable digital 1003 loan application
1003 Co-Pilot
Automated updates and notifications
Native e-signature via Floify E-Sign
Suite of productivity integrations
Reporting and Analytics dashboard
Audit log
Realtor Partner Portal w/ pre-approval letters
Custom fields, layouts, and business rules
+ much more!
Enterprise Plan
Ideal for large-scale lending operations that are looking to maximize productivity, boost efficiency, and drive profitability at scale.
Custom
Tailored to your needs
Includes all of the features in Floify's Business and Team plans, plus:
Integrate with your LOS
Disclosure Desk
Fannie Mae Desktop Underwriter® integration
LOS milestone sync
Single sign-on with Active Directory
Settlement agent portal
Hybrid e-closing
Concierge onboarding and training
Dedicated Account Manager with priority support