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Floify

The Industry's Leading Mortgage Point-of-Sale Solution

see alternatives

Table of Contents

Floify - 2025 Pricing, Features, Reviews & Alternatives

What is Floify?

Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between all stakeholders. The software provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, with the aim of increasing the profitability of mortgage operations.

Key features of Floify include a customer database, loan processing, multi-branch support, digital signature, credit reporting, and visual representation. The 1003 application-based system offers step-by-step guidance to borrowers applying for mortgages. Stakeholders can receive automated emails and SMS notifications about upcoming deadlines, current status of loans, and more. The point of sale (POS) module allows borrowers to simplify the completion of loan application processes by uploading support documents and disclosures.

Floify’s automation tool generates custom documentation to share with prospects and streamline communication across all levels. Integrations with various third-party applications such as Jungo CRM, Dropbox, DocuSign, Slack, CoreLogic, Alliance2020, and more are designed to streamline the lending pipeline and optimize customer experience.

Starting from

/user

Per month

Alternatives with better value for money

Floify's key features

Most critical features, based on insights from Floify users:

Online Applications

4.5

(4)

Loan Management

4.8

(4)

Loan Processing

4.8

(4)

Document Management

4.8

(5)

Compliance Management

5.0

(2)

Electronic Signature

5.0

(2)

All Floify features

Features rating:

4.7

(74)

For Borrowers

4.0

(1)

Audit Trail

5.0

(2)

Borrower Management

4.0

(1)

Electronic Applications

4.0

(1)

Customer Management

5.0

(2)

Lead Management

(0)

Loan Origination

(0)

Multi-Company

(0)

Pipeline Management

4.0

(1)

Pricing Management

(0)

Real-Time Reporting

(0)

Reminders

(0)

Reporting & Statistics

(0)

Residential Mortgages

(0)

Rules-Based Workflow

(0)

Search/Filter

(0)

Secure Data Storage

(0)

Status Tracking

(0)

Task Management

(0)

Template Management

(0)

Third-Party Integrations

5.0

(2)

For Brokers

(0)

Document Templates

(0)

Document Storage

(0)

Digital Signature

(0)

Data Import/Export

(0)

Customizable Templates

(0)

Customizable Branding

(0)

Customer Database

(0)

Credit Reporting

(0)

Configurable Workflow

(0)

Communication Management

(0)

Client Portal

(0)

API

(0)

Alerts/Notifications

(0)

Activity Tracking

(0)

Floify alternatives

Floify

4.8

(74)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.8

Customer Support

4.9

Mortgage Automator

4.9

(110)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.9

Features

4.9

Value for Money

4.9

Customer Support

4.9

Bryt

4.8

(19)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.5

Value for Money

4.7

Customer Support

5.0

Financial Services Cloud

4.7

(3)

visit website

Starting from

300

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.0

Value for Money

4.3

Customer Support

4.7

Floify pricing

Value for money rating:

4.8

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

Floify integrations (17)

Integrations rated by users

We looked through 74 user reviews, to identify which products are mentioned as Floify integrations, and what is the users perception.

LendingPad

Integration rating: 5.0 (1)

Floify support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Knowledge Base

Phone Support

Email/Help Desk

Chat

Training options

Webinars

In Person

Documentation

Live Online

Videos

Floify reviews

Overall rating

4.8

Positive reviews

100

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend9.52/10

Rating distribution

Pros

“The tracking of the loan process is wonderful. The milestone updates the customers receive are both informational and entertaining.”

Lonna E.

Sr Loan Officer

“I really like the capability of making your own preset files, then when you have a new prospect or client, you can easily select a work flow that best suits your current file.”

Joy T.

Loan officer

“The features allowed to us as far as sorting and requesting docs are amazing I love how quick it is to stack and send.”

David T.

RMLO

Cons

“For example 2016 and 2017 taxes and W-2's. I hate having to do that as it always takes me a little while to figure out since I have to do it once a year.”

Jessica B.

MLO

“Note that you can control the number of days that you send it, but I found that with the maximum setting (4 days) it was still excessive and the clients were getting very annoyed.”

Shawnyce L.

Underwriter

“This is almost a "set it and forget it" software for gathering documents from our borrowers.”

Joy B.

Sr. Mortgage Banker

Read all reviews

Floify FAQs

Q. What type of pricing plans does Floify offer?

Floify has the following pricing plans:
Starting from: $79.00/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money

Q. Who are the typical users of Floify?

Floify has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

Q. What languages does Floify support?

Floify supports the following languages:
English

Q. Does Floify support mobile devices?

Floify supports the following devices:
Android, iPad, iPhone

Q. Does Floify offer an API?

No, Floify does not have an API available.

Q. What other apps does Floify integrate with?

Floify integrates with the following applications:
MeridianLink Mortgage, Dropbox Business, Microsoft Azure, Docusign, Jungo, Google Drive, Box, LendingPad, Plaid, Salesforce Sales Cloud, Slack, Equifax, eEndorsements.com, Surefire CRM

Q. What level of support does Floify offer?

Floify offers the following support options:
Knowledge Base, Phone Support, Email/Help Desk, Chat