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The Mortgage Office vs Floify Comparison (2026)
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HES LoanBox
4.9
Mortgage Automator
4.9
Baseline
4.9
Good recommendations?
The Mortgage Office
5
251
4
28
3
7
2
0
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Floify
5
62
4
12
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Trusted for 45+ years, The Mortgage Office is the leading loan servicing platform. Automate payments, escrow analysis, ACH, investor accounting, 1098 and 1099 reporting, and delinquency tracking. Give borrowers and investors 24/7 self-service through fully branded portals on one secure platform.
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.
- 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
289
5
4
3
2
1
251
28
7
0
3
- Value for money
- Ease of use
- Features
- Customer support
4.8
74
5
4
3
2
1
62
12
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Joanne Q.
General Manager
April V.
Loan Originator and Processor
Jessica C.
Assistant Manager
Pros
Raymundo R.
System Administrator
Sophie L.
Broker Owner
Alan E.
Broker/Owner
Cons
April V.
Loan Originator and Processor
Joanne Q.
General Manager
April V.
Loan Processor
Cons
Alan E.
Broker/Owner
- Vendor responds to reviews
- Last review15 days ago
- Vendor responds to reviews
- Last review3 years ago
Key features
- Total features102
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- 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 Database
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Marketing
- Escrow Management
- Financial Analysis
- Financial Management
- For AEC Industry
- For Borrowers
- For Brokers
- Government Loans
- HUD Settlement Statements
- Investor Management
- Lead Management
- Lender Search
- 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
- Payment Collection
- 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 Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- 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
- Visual Presentation
- Workflow Management
- Total features43
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Approval Process Control
- Asset Lifecycle Management
- 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 Database
- Contact Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Electronic Applications
- Electronic Payments
- Electronic Signature
- Email Marketing
- Escrow Management
- Financial Analysis
- Financial Management
- For AEC Industry
- For Borrowers
- For Brokers
- Government Loans
- HUD Settlement Statements
- Investor Management
- Lead Management
- Lender Search
- 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
- Payment Collection
- 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 Assessment
- Risk Management
- Role-Based Permissions
- Rules-Based Workflow
- 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
- Visual Presentation
- Workflow Management
Integrations
- Total integrations3
- Box
- Docusign
- Dropbox
- Google Drive
- Jungo
- LendingPad
- MeridianLink Mortgage
- Microsoft Azure
- Microsoft Word
- Payments Fraud
- Plaid
- QuickBooks Enterprise
- QuickBooks Online
- Salesforce Sales Cloud
- Slack
- Surefire CRM
- eEndorsements.com
- Total integrations14
- Box
- Docusign
- Dropbox
- Google Drive
- Jungo
- LendingPad
- MeridianLink Mortgage
- Microsoft Azure
- Microsoft Word
- Payments Fraud
- Plaid
- QuickBooks Enterprise
- QuickBooks Online
- Salesforce Sales Cloud
- Slack
- Surefire CRM
- eEndorsements.com
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