Floify Overview
What is Floify?
Floify is a leading point-of-sale (POS) solution designed specifically for loan originators and mortgage professionals. It streamlines the mortgage process by creating a secure, centralized communication and document portal that connects lenders, borrowers, real estate agents, and other stakeholders. Originators use Floify to efficiently collect and validate borrower documents, track loan progress in real-time, maintain clear communication channels, and ultimately accelerate the time to close. The platform offers a clear, value-driven pricing model with complete plans starting at a competitive monthly rate.
Who it's for:
Floify is tailored for independent mortgage brokers, loan originators, and small to midsize lending teams who need an affordable, efficient, and secure system to manage borrower relationships and loan files without the complexity of a full-scale LOS.
Our verdict:
Floify excels as a focused, user-friendly POS and borrower portal that delivers clear efficiency gains at an attractive price point. It is a top recommendation for originators seeking to modernize their client interaction and document management processes.
Floify Details
Floify Platforms supported
Cloud, SaaS, Web-Based
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
On-Premise Linux
On-Premise Windows
Floify Support options
Chat
Email Help Desk
Knowledgebase
Phone Support
Floify Training options
Documentation
In-Person
Live Online
Webinars
Videos
Floify Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Floify Pricing
Tiered pricing system
Floify Features
Most valued Floify features by users
Audit Trail
Compliance Management
Customer Management
Document Management
Electronic Signature
Loan Processing
Online Applications
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
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