Floify 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Floify

4.8

(74)

Pricing

Starting at $79.00 per month

About Floify

Floify is a cloud-based point-of-sale solution designed for the mortgage industry that helps automate and manage all processes of loan origination. Designed for all business sizes, it provides a web-based portal to streamline communications among lenders, borrowers and other mortgage stakeholders.

Features of Floify include loan document management, automated borrower/agent communications, a realtor and referral partner portal, collaboration, interview-styled questionnaires and milestone alerts via SMS, email and mobile applications. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Additionally, it provides white-label solutions for users to customize iOS and Android mobile applications with brand value.

Floify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks. The pricing is available via monthly subscriptions and provides support via email, chat and phone.

Floify Screenshots

Floify Pricing and Plans

Starting price: $79.00 per month

Free Trial

Free Version

Basic

$79.00

per user, per month

No plan information available

Floify Features

Popular features found in Mortgage
Accounting
Amortization Schedule
Borrower Management
Contact Management
Document Management
Lead Management
Pipeline Management
Pre-Qualification
Task Management
More features of Floify
Activity Tracking
Alerts/Notifications
API
Audit Trail
Client Portal
Communication Management
Compliance Management
Configurable Workflow
Credit Reporting
CRM
Customer Database
Customer Management
Customizable Branding
Customizable Templates
Data Import/Export
Digital Signature
Document Storage
Document Templates
Electronic Applications
Electronic Signature
For Borrowers
For Brokers
Loan Management
Loan Origination
Loan Processing
Multi-Company
Online Applications
Pricing Management
Real-Time Reporting
Reminders
Reporting & Statistics
Residential Mortgages
Rules-Based Workflow
Search/Filter
Secure Data Storage
Status Tracking
Template Management
Third-Party Integrations

Floify Integrations

Salesforce Sales Cloud

Plaid

Surefire CRM

LendingPad

Jungo

eEndorsements.com

See all 14 integrations

Floify User Reviews

Overall Rating

4.8

Ratings Breakdown

84%

16%

Secondary Ratings

Ease of Use

4.7

Value for money

4.8

Customer support

4.9

Functionality

4.7

Verified

Reviewer

Financial Services

1001-5000 employees

Used other for less than 6 months

Review source

Reviewed May 2018

It is easy and flexible to use

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The thing I like most about this software is that it allows borrowers to upload their documents from the comfort of their own home instead of coming in to an office to make copies

Cons:

There isn't anything that I dislike from the times I have used it. I have never had any issue with it.

Vendor Response

Hello, Floify User! The Floify team is so happy to hear that you love our platform. We do our best to make the loan process as seamless as possible for each one of our customers. Thanks again for your great review, and we hope you continue to succeed with the Floify system.

Replied June 2018

Joey E.

Verified reviewer

Financial Services

Self-Employed

Used daily for more than 2 years

Reviewed October 2019

Cutting edge technology for small and big mortgage lenders

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This product is a must have for big or small lenders. It makes the loan process unbelievably faster and easier for clients to upload required documentation from their personal computer or cell phone, and for them to receive milestone updates so they and their realtor always know what is going on in the loan process. More importantly, requesting and receiving the clients information/documentation is secure and safe. Anyone in the lending industry whom is looking into a lending platform for their company should definitely take a look at Floify. It will be well worth their time.

Cons:

There is nothing that I do not like about Floify, accept for their tech team to make it easier to place/apply the code into your company website for the loan application and account creation.

Reasons for choosing Floify

More affordable with all of the same features.

Vendor Response

Hey Joey, thank you for taking the time to provide feedback on your experience with using Floify! We're happy to see that our platform has made the process of requesting, uploading, receiving, and reviewing loan documentation faster and easier for you and your clients :)

Replied October 2019

David T.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 6 months

Reviewed October 2019

Fast customer support & so many features!

user-friendly for the most part I wish there could be more of a CRM option added to this since we already have all the client data needed for it. like reminders and mailout/texts etc...

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

the features allowed to us as far as sorting and requesting docs are amazing I love how quick it is to stack and send. I love how your reps was able to create an app like icon on my smartphone so I could access it while on the go.

Cons:

sometimes the features can be too much that you don't know where to begin but I know this will blow over with more time spent using the system.

Vendor Response

Hey David, thank you for submitting a detailed review of Floify. We're excited to see that our support team was able to provide you with some guidance and customizations to help you get the most out of the platform. If you ever need additional assistance, please reach out anytime!

Replied February 2020

Nicole R.

Financial Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed May 2018

Floify has EXPONENTIALLY increased productivity and communication with borrowers.

We have more clear communication between our office and the borrowers and agents. It has simplified document collection and literally changed our processing forever.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We love that all doc capture is in one place, we have a record of all requests made to borrowers so we avoid multiple requests and having docs in various locations. We also like the milestone feature. It allows us to maintain communication with agents as well. Our agents LOVE the contact and feel like they are connected to a file's progress.

Cons:

The website slows and times out, more often recently. There is also not a way to allow an agent to be both a borrower and an agent with the same email. Or if the borrower has set up an account with a different lender who utilizes Flofiy, we are required to get that account deactivated before they can start using our portal. I understand why, but I wish there were a work around.

Vendor Response

Hi, Nicole! Thank you for the awesome review of Floify. To start, we would like to offer our apologies for the slow performance of the platform lately. After a recent system upgrade, Floify is running faster than ever, so you shouldn't encounter any additional issues with reduced speed or stability. Last year, we enabled the ability for an agent to be both an agent and a borrower, even with the same email. In addition, borrowers are now free to use the same email address with multiple lenders. If you would like additional details on either of these updates, please feel free to reply to this response and we'll put you in touch with our Support team.

Replied June 2018

Sophie L.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed February 2024

Floify is Awesome to work with!

Excellent , ease to use and good really customer service, friendly staff

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use great customer service . Always provide response to inquiries quickly

Cons:

That you can only have 2 borrowers per loan Floify, would love to see that we could option to have 4 borrowers

Raymundo R.

Verified reviewer

Real Estate

51-200 employees

Used weekly for less than 12 months

Review source

Reviewed March 2023

Amazing Platform but Comes at a cost

It was great a bit tough to learn at first but does an amazing job at doc collecting and organizing loan docs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

How it notifies all borrowers and encourages them to complete the application and reminds them on submitting all paperwork in a timely manner.

Cons:

The price is the thing I liked the least. We consider this platform a luxury tool for all mortgage professionals.

Bryce M.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Reviewed October 2019

Takes Document Collection Issues Away

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Best thing about the software is that it puts the onus on the borrower to upload their documents. The system sends reminders and allows them to see what they are missing in a file. Any notes or items needing revisions are easily sent back for correction. Makes it simple and seamless to collect documents.

Cons:

Biggest issue in our use of the software is we often have multiple deals with same borrower or multiple deals where we have brokers collecting the loan docs. Once emails are associated with a transaction it will note that the email is already in use or associated with another deal and not allow us to use it.

Vendor Response

Thank you for providing feedback on your experience with Floify, Bryce! We are glad to see that Floify is making it simple and seamless for you to collect documents from your borrowers. We are constantly looking for ways to improve the system, so we will make sure our engineering team is aware of your current issue with email addresses.

Replied October 2019

Mike R.

Verified reviewer

Financial Services

201-500 employees

Used daily for less than 2 years

Reviewed October 2019

Better than whatever you have

You no longer get multiple calls from clients asking what they should and shouldn't fill out online. You also don't need to give detailed needs lists. Floify has that built in. It has saved massive amounts of time with document collection and 'not so tech savvy' clients getting stuck.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Floify makes the client's initial technology contact seamless. It is super intuitive and effective. If you enjoy getting calls at all hours asking how to do your online application, this isn't for you. If you like your client experience to be effortless, then this is the software you've been looking for.

Cons:

I didn't get it sooner. There's not much to dislike. The concept is simple and they nailed it. Make the user experience easy...and your life gets easy.

Reasons for switching to Floify

Look and Feel with ease and intuitiveness.

Vendor Response

Hey Mike, thank you for the glowing review of Floify! We are happy to see that Floify has greatly improved the lending process for you and your borrowers :)

Replied October 2019

Crystal S.

Verified reviewer

Real Estate

201-500 employees

Used daily for less than 6 months

Reviewed February 2020

Time Savings and efficiency...

Manual follow up is eliminated. This helps me move forward with loans and keep my customers informed without me having to do the follow up. Huge time saver! Also ensures that my processor is also aware of what has been provided or not provided.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

My customers are kept up to date on what remaining items are needed for their home loan. I no longer have to manually email them regularly to remind them to get me items. I also have ease of use that once an item is uploaded it lets my entire team know. I just click a button on my phone or computer and it automatically uploads to my LOS. Co-Marketing landing pages are amazing and really work well for prospects to apply online and know they are doing business with myself and realtor partner!

Cons:

The mobile app is not really helpful besides for notifications. I would love if the mobile app had the same end user tools available as the webpage. Although you can still log into your web browser on your phone and do all the items you need.

Vendor Response

Hi Crystal, thank you for taking the time to write a detailed review of Floify. We are happy to see that you're enjoying the automated borrower and lender notifications, and how they've helped streamline your lending operations. As you've discovered, our mobile app is somewhat limited, but the online version of Floify is mobile responsive, so it functions as you'd expect on a desktop. With that said, if ever have questions with any aspect of Floify, please feel free to reach out!

Replied February 2020

Douglas W.

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed February 2017

Floify is Fantastic!

As the production manager for my active and growing branch I personally vet any software that we think might be helpful for our loan originators or staff. I have been using Floify for about 6 months and I am so happy with it that I am being a champion for Floify to our corporate office. I appreciate that I have complete control over the list of documents that I can choose from and that I can create one-off document requests that best fit the borrower's needs. I appreciate the wonderful customer service in helping me create the custom lists and custom forms. I appreciate that my staff has transparency into collected documents so that I can simply direct them to Floify. My clients appreciate the ease of use and how clear the expectations are. They have expressed appreciation for the ability to clearly see what they still have to provide. The reminder letters also serve as a gentile goad to move the loans along when it is the client who is stalling out. As a compliance manager as well I love how this avoids the danger of sending sensitive documents via email and is so much easier to deal with than 'encrypted' email.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Vendor Response

Hi Doug! Thank you SO much for your kind words and the great feedback into the areas of Floify that you find to be the most valuable for you and your team. We've truly enjoyed working with you and your team at American Pacific. Cheers to your continued success!

Replied February 2017

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