Floify

Digital Mortgage Point-of-Sale Software.

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Overview

Floify is a digital mortgage automation and point-of-sale (POS) solution that creates a secure portal between lenders, borrowers, and other stakeholders. It is designed to streamline the front-end of the loan process, from application to document collection and communication. Loan originators use Floify to accelerate document gathering, improve the borrower experience with a mobile-friendly interface, and automate status updates, allowing them to close loans faster. It can be used as a primary system for brokers or as a POS layer on top of an existing LOS.

✨ Key Features

  • Digital 1003 Loan Application
  • Secure Document Collection Portal
  • Automated Email and SMS Notifications
  • Mobile-Responsive Borrower and LO Portals
  • Built-in eSignature Functionality
  • LOS Integrations
  • Customizable Workflows and Business Rules
  • Co-branded Realtor Portals and Landing Pages
  • Disclosure Desk for automated disclosure management

🎯 Key Differentiators

  • Ease of use and fast implementation
  • Strong focus on automating document collection
  • Flexible pricing plans for individual LOs and large teams

Unique Value: Provides a powerful yet easy-to-use digital front-end for the mortgage process, significantly improving efficiency and the borrower experience during the application and documentation phases.

🎯 Use Cases (4)

Digital borrower onboarding and application intake Automating document collection and verification Improving communication between LOs, borrowers, and realtors Providing a modern, mobile-first mortgage experience

✅ Best For

  • Acting as the primary POS for mortgage brokers
  • Enhancing an existing LOS with a modern borrower front-end

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Lenders needing a complete, all-in-one LOS for processing, underwriting, and closing without any other system.

🏆 Alternatives

SimpleNexus Maxwell Cloudvirga

Often praised for its user-friendly interface and robust document management capabilities compared to other POS systems.

💻 Platforms

Web iOS Android API

🔌 Integrations

Encompass Calyx Point LendingPad DocuSign Credit Agencies (e.g., Equifax, Experian, TransUnion) Zapier Optimal Blue

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SSO ✓ Secure document handling ✓ Support for compliant eSignatures and disclosures

💰 Pricing

Contact for pricing
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