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
Request a Live Demo of Floify:
“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
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
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
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
... 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.
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
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