--- title: "Floify Software Reviews, Demo & Pricing - 2026" description: "Review of Floify Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/loan-origination/floify-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Mortgage Software](https://www.softwareadvice.com/mortgage/) / Floify Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/loan-origination/floify-profile/reviews/)[Alternatives](https://www.softwareadvice.com/loan-origination/floify-profile/alternatives/) # Floify Review From $79/month Free trial 1 plan On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Floify 4.8 [(74)](https://www.softwareadvice.com/loan-origination/floify-profile/reviews/) Pricing Starting at $79.00 per user per month Top Alternatives ### 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. Do you work for Floify? [Manage this product listing](https://www.g2.com/products/floify/claim_requests/new?auto=true) ## Floify User Interface ## Popular Floify Alternatives Main Product Floify 4.8 [(74)](https://www.softwareadvice.com/loan-origination/floify-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.77Value for money - 4.90Customer support - 4.71Functionality Pricing Starting at $79.00 per month Alternative Product [LendingWise](https://www.softwareadvice.com/loan-origination/lendingwise-profile/) 4.6 [(72)](https://www.softwareadvice.com/loan-origination/lendingwise-profile/reviews/) Ratings Breakdown - 4.44Ease of use - 4.46Value for money - 4.53Customer support - 4.38Functionality Pricing Starting at $149.00 per month Alternative Product [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.8 [(288)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Ratings Breakdown - 4.72Ease of use - 4.69Value for money - 4.78Customer support - 4.73Functionality Pricing Available upon request Alternative Product [HES LoanBox](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/) 4.9 [(38)](https://www.softwareadvice.com/debt-collection/hes-loanbox-profile/#reviews) Ratings Breakdown - 4.92Ease of use - 4.89Value for money - 4.97Customer support - 4.92Functionality Pricing Starting at $75000.00 per year Alternative Product [LOAN SERVICING SOFT](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/) 5.0 [(14)](https://www.softwareadvice.com/loan-origination/loan-servicing-soft-profile/reviews/) Ratings Breakdown - 4.92Ease of use - 5.0Value for money - 5.0Customer support - 5.0Functionality Pricing Starting at $500.00 per month Alternative Product [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.7 [(150)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.64Value for money - 4.65Customer support - 4.65Functionality Pricing Starting at $40.00 per month ## 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 Integration rated undefined from -1 review Plaid Integration rated undefined from -1 review Surefire CRM Integration rated undefined from -1 review LendingPad Integration rated undefined from -1 review Jungo Integration rated undefined from -1 review eEndorsements.com Integration rated undefined from -1 review See all 14 integrations ## Floify User Reviews ## Floify customer ratings - Overall rating: 4.8/5 - Total reviews: 74 ### Rating distribution - 5 stars: 62 reviews (84%) - 4 stars: 12 reviews (16%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.7/5 - Value for money: 4.8/5 - Customer support: 4.9/5 - Functionality: 4.7/5 --- ### It is easy and flexible to use - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 1001-5000 employees - Product usage: Used other for less than 6 months - Reviewed: May 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Cutting edge technology for small and big mortgage lenders - Overall rating: 5/5 - Reviewer: Joey E. - Verified reviewer: Yes - Industry: Financial Services - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: October 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Fast customer support & so many features! - Overall rating: 4/5 - Reviewer: David T. - Verified reviewer: Yes - Industry: Financial Services - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: October 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Floify has EXPONENTIALLY increased productivity and communication with borrowers. - Overall rating: 5/5 - Reviewer: Nicole R. - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Floify is Awesome to work with! - Overall rating: 5/5 - Reviewer: Sophie L. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2024 - Review source details: This review was submitted organically. No incentive was offered Excellent , ease to use and good really customer service, friendly staff #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Amazing Platform but Comes at a cost - Overall rating: 5/5 - Reviewer: Raymundo R. - Verified reviewer: Yes - Industry: Real Estate - Company size: 51-200 employees - Product usage: Used weekly for less than 12 months - Reviewed: March 2023 - Review source details: This review was submitted organically. No incentive was offered 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: 3/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### 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. --- ### Takes Document Collection Issues Away - Overall rating: 5/5 - Reviewer: Bryce M. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Better than whatever you have - Overall rating: 5/5 - Reviewer: Mike R. - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2019 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Time Savings and efficiency... - Overall rating: 5/5 - Reviewer: Crystal S. - Verified reviewer: Yes - Industry: Real Estate - Company size: 201-500 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2020 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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 --- ### Floify is Fantastic! - Overall rating: 5/5 - Reviewer: Douglas W. - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- Showing 1 - 10 of 74 Reviews [See All Reviews](https://www.softwareadvice.com/loan-origination/floify-profile/reviews/) ## Floify Popular Comparisons [Mortgage Automator vs Floify](https://www.softwareadvice.com/loan-origination/floify-profile/vs/mortgage-automator/)[BNTouch Mortgage CRM vs Floify](https://www.softwareadvice.com/crm/bntouch-profile/vs/floify/)[MortgageHalo vs Floify](https://www.softwareadvice.com/compare/54657-MortgageHalo/vs/77118-floify/)[Encompass vs Floify](https://www.softwareadvice.com/compare/77118-floify/vs/133471-Encompass360/)[LendingWise vs Floify](https://www.softwareadvice.com/loan-origination/floify-profile/vs/lendingwise/)[The Mortgage Office vs Floify](https://www.softwareadvice.com/loan-origination/floify-profile/vs/the-mortgage-office/) [Compare All Alternatives](https://www.softwareadvice.com/loan-origination/floify-profile/alternatives/) ## See what companies are saying about Software Advice