Floify vs Mortgage Automator

The Mortgage Office

LoanPro

The Loan Office

DigiFi

Blend

Alkami Platform

Compare Floify and Mortgage Automator based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Blend is a cloud-based digital lending platform that allows banks, credit unions & mortgage companies manage leads and streamline lending services. Customers can upload documents to the system and managers can access submitted applications from the built-in storage portal.

The Alkami Platform provides financial institutions a complete digital banking solution to securely onboard, engage, & grow retail & business users for banks & credit unions. Clients set the pace of innovation with customized user experiences via our platform & extensive fintech partner ecosystem.


DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.

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.

Activity Tracking

Alerts/Notifications

Audit Trail

Borrower Management

Client Portal

Communication Management

Compliance Management

Configurable Workflow

Credit Reporting

Customer Database

Customer Management

Customizable Branding

Customizable Templates

Data Import/Export

Digital Signature

Document Management

Document Storage

Document Templates

Electronic Applications

Electronic Signature

For Borrowers

For Brokers

Lead Management

Loan Management

Loan Origination

Loan Processing

Multi-Company

Online Applications

Pipeline Management

Pricing Management

Real-Time Reporting

Reminders

Reporting & Statistics

Residential Mortgages

Rules-Based Workflow

Search/Filter

Secure Data Storage

Status Tracking

Task Management

Template Management

Third-Party Integrations

Floify

Android

Web-based

iPad

iPhone

Sr Loan Officer

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

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.

RMLO

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

Loan Originator

It auto-follows up on what I need from clients and keeps running tabs on what's been sent in, cleared, and what's still outstanding.

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.

Broker/Owner

My customers report that it is super easy to use and the integration with Lending Pad works seamlessly.

The followup milestone updates are terrific as they keep the customer up to date of the loan process and offer excellent reminders to them of items missing to finish the loan process.

Mortgage loan originator 

My overall experience has been extraordinary. I must say that Floify Rep  has been amazing.

Mortgage Broker

Borrowers think that the process is super easy and intuitive.

Underwriter

Every time I had to use the support team, they responded right away and they were always able to help and very friendly.

Excellent integrations, ease of use for client facing pos.

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.

Sr. Loan Officer

Interacts well with Encompass and user friendly for referral partners, clients and prospects.

Sr. Mortgage Banker

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

Team Leader

Within 2 months our team's document struggles disappeared.

He offers training which is easy to follow and is always available whenever you call and if he's not there's another floify customer service rep that is easily available.

Floify screenshot: Co-branded Landing Page

Floify screenshot: 1003 Loan Application

Floify screenshot: Secure Loan Portal

Floify screenshot: Native Floify E-Sign

Floify screenshot: Mobile App – Loan Document Upload

Freelancers

Large Enterprises

Mid Size Business

Small Business

The Mortgage Office is a web based loan servicing software which helps to streamline, manage and automate current loan servicing tasks

Full-service loan servicing software, robust API, Live amortization calculator, customer communication center, delinquency tracker, automated payments, & more.

The Loan Office is a loan servicing system designed for small lenders, including mortgage lenders, consumer finance lenders, hard-money lenders & note servicers

Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their operations, increase efficiency, and focus their efforts on growth.

Accounting

ACH Payment Processing

Amortization Schedule

Approval Process Control

Auto Loans

Automated Decisioning/Underwriting

Automatic Funds Distribution

Business Loans

Cash Flow Management

Client Database

Client Management

Collateral Tracking

Commercial Mortgages

Construction Loans

Contact Management

Customer Statements

Customizable Reports

Dashboard

Data Security

Electronic Payments

Escrow Management

Financial Analysis

Financial Management

Government Loans

HUD Settlement Statements

Investor Management

Loan Portfolio Management

Loan Servicing

Marketing Automation

Mortgages

Multi-Branch

Multi-Channel Communication

Multi-Currency

Outsource Processing

Payment Collection

Payment Reminders

Payment Tracking

PCI Compliance

Pre-Qualification

Promissory Notes

Property Tax Management

Refinance Management

Reporting/Analytics

Risk Management

Role-Based Permissions

Self Service Portal

Student Loans

Task Scheduling

Third Party Loan Origination

Transaction History

Visual Presentation

Workflow Management

Mortgage Automator

Linux

Windows

Director, Alternative Lending

On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.

CFO CCO

I enjoy that they are constantly improving it incorporating our suggestions and helping us as an organization achieve our goals.

CPO COO

It can cause disruption to our operations and be frustrating at times.

Administrator

I really love the fact that this software is so customizable to suit our company needs in the best way possible.

Manager

Additionally, if our issue goes beyond what this tool can offer, they have great customer service through their online chat that quickly resolves all of our questions.

Client Services

It is very easy to convert your information from one platform to another and the help offered by the company is above par. Any time you have a question, someone is available and quickly helps.

Broker 

Overall it has been excellent. From their help desk to upper management.

President

The software is super easy to learn and use and has a wide range of integrations and capabilities.

Principal Broker

The best part is managing progress throughout the deal with all the documents being auto generated; commitments, instructions to the solicitor etc, payouts etc.

The platform's customizability coupled with the user friendly interface has been a game changer for our loan process from initial submission all the way through post closing.

Senior Mortgage Underwriter

We cannot say enough about the support and help along the way from MA both at the start of the integration and right up to today whenever any of us need assistance with something in the system.

Underwriter 

The software has allowed us to streamline our business processes, manage our client database and save an incredible amount of time that would be required if processing manually.

The dislikes are almost non existent. There are a few little tricks to learn, but once you do learn them any little dislikes are quickly solved.

The program is easy to use and you can figure most things out yourself.

Our communications and alerts go out at the right time when needed, our investors love getting professionally designed statements, payments are fully automated, and that's just the tip of the iceberg.

I don't think there is not a whole lot to dislike.

VP, Mortgage Lending and Operations

In no less than one years' time, they will be THE go-to mortgage administration software.

president

Ability to identify loan origination breakdowns, i.e. 1st, 2nds, blankets, etc. as well as handling of individual investors per deal.

Floify vs Mortgage Automator Comparison (2026)

Floify

Mortgage Automator

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives