Helping Loan Originators Deliver a Modern, Digital Lending Experience

Floify helps mortgage originators streamline their processes, integrate their systems, and provide borrowers with a branded digital mortgage experience, from loan application to clear-to-close.

Complete Plans Start at Just $59/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, Principal Broker, The Mortgage Management Group

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Close loans an average of 7.5 days faster

Increase loan volume without adding staff or stress

Reduce your workload without sacrificing production

floify co-branded landing page

Organized and Efficient Loan Document Management


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

  • Easy-to-use and navigate 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
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Integrate with the Industry's Most-Trusted Solutions


Floify acts as a centralized workflow platform with our many integration partners, giving LOs the power to build the integrated technology stack of their dreams.

  • 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
dropbox
jungo
byte software
Lendingqb
docusign
plaid
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Partners Credit
Google Drive
Equifax
factual data by CBC
onedrive
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... Plus Many More!

Customize and White Label


Take advantage of a huge number of available customizations to tailor Floify to your processes, and put your company brand front-and-center.

  • Brand 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 to dynamically change the information displayed on the screen.
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customized floify borrower view
floify mobile loan pipeline

Your 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

Transparent & Predictable Pricing

(No hidden or per-loan fees!)
  • Customizable, web-based 1003 application
  • Secure, white-labeled mortgage portal
  • Integrated eConsent and Authorization to Pull Credit
  • Automated status and milestone updates
  • White-labeled templates
  • Unlimited storage
  • Branded progressive web app
  • Custom fields, layouts, and business rules
  • Referral partner portal & on-demand pre-approval letters
  • Access to a suite of best-of-breed solution integrations
  • Mortgage calculators with built-in lead capture
  • Company dashboard and compliance configurations

All for $59/month/user

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
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