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Floify vs Mortgage Automator Comparison (2026)
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4.8
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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
Mortgage Automator
5
107
4
9
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.
Mortgage Automator is a purpose-built loan origination and servicing platform for private and hard money lenders in the US and Canada. It manages the entire loan lifecycle, from application and underwriting through servicing, renewals, and fund management, in one centralized system.
- 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
116
5
4
3
2
1
107
9
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
Kate P.
Mortgage Underwriter
Catherine B.
Decision Maker
Kate P.
Mortgage Underwriter
Cons
Alan E.
Broker/Owner
Cons
Mark F.
Director of Lending
Mark L.
Controller
Erwin A.
Default Recovery Officer
- Vendor responds to reviews
- Last review3 years ago
- Vendor responds to reviews
- Last review4 months ago
Key features
- Total features43
- ACH Payment Processing
- API
- Accounting
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collateral Tracking
- Commercial Mortgages
- Communication Management
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Management
- 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
- Escrow Management
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- Government Loans
- HUD Settlement Statements
- Investor Management
- Lead Management
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Online Applications
- Outsource Processing
- PCI Compliance
- Payment Collection
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Property Tax Management
- Real-Time Reporting
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- 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
- Visual Presentation
- Workflow Management
- Total features95
- ACH Payment Processing
- API
- Accounting
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Audit Trail
- Auto Loans
- Automated Decisioning/Underwriting
- Automatic Funds Distribution
- Borrower Management
- Business Loans
- CRM
- Cash Flow Management
- Client Database
- Client Management
- Client Portal
- Collateral Tracking
- Commercial Mortgages
- Communication Management
- Compliance Management
- Configurable Workflow
- Construction Loans
- Contact Management
- 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
- Escrow Management
- Financial Analysis
- Financial Management
- For Borrowers
- For Brokers
- Government Loans
- HUD Settlement Statements
- Investor Management
- Lead Management
- Loan Management
- Loan Origination
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mortgages
- Multi-Branch
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Online Applications
- Outsource Processing
- PCI Compliance
- Payment Collection
- Payment Reminders
- Payment Tracking
- Pipeline Management
- Pre-Qualification
- Pricing Management
- Promissory Notes
- Property Tax Management
- Real-Time Reporting
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- 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
- Visual Presentation
- Workflow Management
Integrations
- Total integrations14
- 6sense Revenue Marketing
- Box
- Docusign
- Dropbox
- Google Drive
- HubSpot CRM
- HubSpot Sales Hub
- Jira
- Jungo
- LendingPad
- Luzmo
- MeridianLink Mortgage
- Microsoft Azure
- Minerva
- Payments Fraud
- Pipedrive
- Plaid
- Salesforce Platform
- Salesforce Sales Cloud
- Slack
- Surefire CRM
- Twilio
- Velocity
- Zapier
- Zum
- eEndorsements.com
- Total integrations14
- 6sense Revenue Marketing
- Box
- Docusign
- Dropbox
- Google Drive
- HubSpot CRM
- HubSpot Sales Hub
- Jira
- Jungo
- LendingPad
- Luzmo
- MeridianLink Mortgage
- Microsoft Azure
- Minerva
- Payments Fraud
- Pipedrive
- Plaid
- Salesforce Platform
- Salesforce Sales Cloud
- Slack
- Surefire CRM
- Twilio
- Velocity
- Zapier
- Zum
- eEndorsements.com
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