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

From taking a loan application, to gathering documents, communicating status updates, and managing referral partners, Floify helps loan originators streamline their processes and provide borrowers with a branded digital mortgage experience.

✅ Secure, easy-to-use, and brandable web portal

✅ Modern, web-based 1003 loan application

✅ Co-branded landing pages, mortgage calculators, and lead generation forms

✅ Automated, fully-customizable email/text communications

Plans start at only $49/month

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“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, The Mortgage Industry's $2.5 Billion Dollar Man


Close your loans an average of 7.5 days faster

Increase your loan volume without adding more staff

Reduce your workload without sacrificing production


Organized and Efficient Loan Document Management

Quickly and securely collect documents from borrowers with complete transparency for all parties involved.

  • Intuitive and brandable web portal
  • Keep borrowers on-task and accountable with gentle reminders about pending docs and unfinished applications
  • Always know the status of each loan file
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example of floify automated email status update

Automated Status Updates and Milestones

Floify's template-based automated email and SMS/text message notifications keep borrowers, co-borrowers & referral partners up to date.

  • Customizable and data-merged templates for email/SMS
  • Loan milestone tracking
  • Partner portal for agents to monitor loans and self-generate branded pre-approval letters
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Complete, and Accurate, Loan Applications

Floify's interview-style 1003 creates a smooth digital application experience that guides borrowers along the path of least resistance.

  • Guided questionnaire with accuracy reviews
  • Customizable color schemes and landing pages
  • Automatic generation of document needs lists
  • Easy to enable Spanish subtitles
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floify 1003 loan application

Integrated with the Industry's Most-Trusted Solutions

Floify acts as a centralized workflow platform with our many integration partners. This allows for VOA/VOE/VOI, Credit & eSignature to work seamlessly within the system.

  • Dozens of integrated credit reporting agencies
  • Enterprise-grade LOS integrations with Encompass, BytePro, and LendingQB
  • eSignature, VOA, VOI, and VOE, CRMs, cloud storage
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Integrates With

credit plus
accountchek by formfree
byte software
Partners Credit
Google Drive
factual data by CBC

... Plus Many More!

Customized and Branded

Take advantage of a huge number of available customizations to tailor Floify to your processes and company brand.

  • White label Floify with company logo, color scheme, email signature and more
  • Customize the web portal with dynamic layouts for borrowers and LOs powered by unique and flexible data fields.
  • Craft simple trigger-action rules that alter the information displayed on the screen.
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customized floify borrower view
floify mobile loan pipeline

A Mortgage Office On the Road

With a responsive design for mobile web browsers, native iOS and Android apps, and LO-branded progressive web apps, Floify includes everything a loan originator could need to serve a mobile borrower.

  • Mobile-friendly from loan application through clear-to-close
  • Photo document upload with automatic PDF conversion
  • Optional custom white-labeled mobile app available to Enterprise lenders
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For Enterprise Lenders: A Better Disclosure Experience

Floify's Disclosure Desk solution integrates with an Enterprise's LOS and the DocuSign eSignature platform so that lenders can deliver a single access, end-to-end mortgage experience for their borrowers.

  • Borrowers receive, review, and sign disclosures within the same familiar, branded web portal
  • Centralized disclosure monitoring at the team and company-wide levels
  • Mobile-friendly solution allows signing on any device
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floify esignature disclosure desk