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Floify vs HES LoanBox Comparison (2026)
Add to Compare
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4.8
Mortgage Automator
4.9
Good recommendations?
Floify
5
62
4
12
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
HES LoanBox
5
36
4
4
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between stakeholders. An online portal enables efficient collection and verification of documents, progress tracking, and more.
HES Loan Origination Software automates lending from application to approval, streamlining risk assessment, compliance, and decision-making.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.8
74
5
4
3
2
1
62
12
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.9
40
5
4
3
2
1
36
4
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Raymundo R.
System Administrator
Sophie L.
Broker Owner
Alan E.
Broker/Owner
Pros
Abhilash A.
Operation manager
Gavin S.
CEO
James C.
Conference Event Coordinator
Cons
Alan E.
Broker/Owner
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review3 years ago
- Vendor responds to reviews
- Last review22 days ago
Key features
- Total features43
- ACH Payment Processing
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automated Notices
- Automated Scheduling
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- Business Process Automation
- CRM
- Call Recording
- Callback Scheduling
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collateral Tracking
- Collection Agencies
- Commercial Mortgages
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Management
- Credit Card Processing
- Credit Check
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Templates
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- For Commercial Business
- Historical Reporting
- In-House Collections
- Invoice Management
- Lead Management
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Monitoring
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multiple Payment Options
- Multiple User Accounts
- Online Applications
- Outsource Processing
- Partial Payments
- Payment Collection
- Payment Plans
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Promissory Notes
- Real-Time Analytics
- Real-Time Reporting
- Real-Time Updates
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Risk Reporting
- Role-Based Permissions
- Rules-Based Workflow
- Scenario Planning
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Template Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Transaction Management
- User Management
- Visual Presentation
- Workflow Management
- Total features118
- ACH Payment Processing
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automated Notices
- Automated Scheduling
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- Business Process Automation
- CRM
- Call Recording
- Callback Scheduling
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collateral Tracking
- Collection Agencies
- Commercial Mortgages
- Commission Management
- Communication Management
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Management
- Credit Card Processing
- Credit Check
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Templates
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- For Commercial Business
- Historical Reporting
- In-House Collections
- Invoice Management
- Lead Management
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Monitoring
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multiple Payment Options
- Multiple User Accounts
- Online Applications
- Outsource Processing
- Partial Payments
- Payment Collection
- Payment Plans
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Promissory Notes
- Real-Time Analytics
- Real-Time Reporting
- Real-Time Updates
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Risk Reporting
- Role-Based Permissions
- Rules-Based Workflow
- Scenario Planning
- Scheduling
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Status Tracking
- Student Loans
- Task Management
- Task Scheduling
- Template Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- Transaction Management
- User Management
- Visual Presentation
- Workflow Management
Integrations
- Total integrations14
- APLYiD
- Box
- Camunda
- Docusign
- Dropbox
- GiniMachine
- Google Drive
- Jumio
- Jungo
- LendingPad
- MeridianLink Mortgage
- Microsoft Azure
- Ondato
- PandaDoc
- Payments Fraud
- Plaid
- Salesforce Sales Cloud
- SendGrid
- Slack
- Surefire CRM
- Twilio
- VoPay
- digiRunner
- eEndorsements.com
- Total integrations11
- APLYiD
- Box
- Camunda
- Docusign
- Dropbox
- GiniMachine
- Google Drive
- Jumio
- Jungo
- LendingPad
- MeridianLink Mortgage
- Microsoft Azure
- Ondato
- PandaDoc
- Payments Fraud
- Plaid
- Salesforce Sales Cloud
- SendGrid
- Slack
- Surefire CRM
- Twilio
- VoPay
- digiRunner
- eEndorsements.com
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