Floify Overview

Floify enhances mortgage origination by offering a digital platform tailored for brokers, independent mortgage banks, banks, and credit unions. It simplifies the loan origination process, ensuring a smooth borrower experience. Floify's platform acts as a point-of-sale system, integrating seamlessly into existing workflows. This positions lenders to efficiently manage documents, track loan progress, and communicate with borrowers. A unique aspect of Floify is its customization capabilities, allowing lenders to adapt the platform to their specific lending practices. This flexibility supports diverse lending styles, setting Floify apart in the competitive mortgage technology landscape.

Use Cases

Customers recommend Digital Signature, Engaging And Following Up, Workflow Management, as the business use cases that they have been most satisfied with while using Floify.

Other use cases:

  • Generation Of New Leads
  • Helpdesk Management
  • Loan Management
  • Contact List Management
  • Conversion Management
  • Collaboration
  • Sending & Publishing Communications
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Business Priorities

Acquire Customers and Improve Internal Communications are the most popular business priorities that customers and associates have achieved using Floify.

Other priorities:

  • Increase Sales & Revenue
  • Enhance Customer Relationships
  • Build Brand Awareness
  • Improve Stakeholder Relations
  • Improve Digital And Social Presence
  • Grow Market Share
  • Improve ROI
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Floify Use-Cases and Business Priorities: Customer Satisfaction Data

Floify works with different mediums / channels such as Phone Calls. E-Mail. and Website.

Floify's features include Alerts: Popups & Notifications, Templates, Landing Page, etc. and Floify support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Floify analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Floify saves us so much time in requesting documents, following up for documents, gathering documents & reviewing documents!..." Peer review by Michael Lopez

Floify, monday sales CRM, E-Sign, NetHunt CRM, OnePageCRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Floify streamlines the loan origination process and enhances borrower experiences. It is the leading mortgage point-of-sale platform for brokers, IMBs, banks, and credit unions.

Popular Business Setting

for Floify

Top Industries

  • Financial Services
  • Real Estate
  • Banking

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Floify is popular in Financial Services, Real Estate, and Banking and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Floify Use Cases

How does Floify facilitate Digital Signature?

What Are the key features of Floify for Engaging And Following Up?

Why is Floify the best choice for Workflow Management?

How can Floify optimize your Generation Of New Leads Workflow?

How can Floify enhance your Helpdesk Management process?

25+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Floify solved their CRM needs. Cuspera uses 934 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Case Studies

Banking

CASE STUDY Riverbank Finance

Floify helped Riverbank Finance, a mortgage broker, move to a fully digital loan process. Before Floify, they faced bottlenecks and slowdowns from manual document collection. Floify's automation and ...API integration let them organize files, speed up loan closings, and improve communication with clients. The team now uses 100% digital e-sign disclosures and has removed process bottlenecks. This change made their loan officers more productive and helped them close loans faster.

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Financial Services

CASE STUDY Journey Home Lending

Floify helped Journey Home Lending improve their mortgage origination process. The company used Floify to let clients apply online, upload documents securely, and track loan status. Floify also made ...it easy to communicate with real estate partners and generate lender letters. This freed up time for the team to focus on advising clients. The result was a more efficient and professional workflow for Journey Home Lending.

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Financial Services

CASE STUDY Benchmark Mortgage

Floify helped Benchmark Mortgage improve their loan process. Before Floify, communication with clients was hard and took a lot of time. With Floify, the team can now send updates and track documents ...easily. Clients and agents like the clear communication and visual updates. The team saves five to eight hours per loan by not having to call and explain document needs. Floify helps Benchmark Mortgage close loans faster and grow their business.

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Financial Services

CASE STUDY My Mortgage

Floify helped My Mortgage improve communication between loan officers and borrowers. The platform made the loan process faster and more professional for customers. My Mortgage used Floify to streamli...ne document collection and enhance efficiency. The company was able to scale down a department and saw positive feedback from borrowers and referral partners. Floify's features supported My Mortgage's growth in the digital mortgage lending space.

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Video

What is Floify?

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Frequently Asked Questions(FAQ)

for Floify

What is Floify?

Floify is a Mortgage Automation and Point-of-Sale Solution that helps to automate and manage all processes of loan origination. It helps mortgage professionals automate lending processes and improve communication between all stakeholders.

It provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, to increase the profitability of mortgage operations. It has a secure document portal, automated borrower and agent notification platform, suite of productivity integrations and so much more.

Key features include loan document management, customer database, loan processing, multi-branch support, digital signature, credit reporting, visual representation and more. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Floify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks.

What is Floify used for?

Floify is a CRM Software mainly used by its customers to Acquire Customers and Improve Internal Communications by Digital Signature, Engaging And Following Up and Workflow Management .

What are the top features of Floify?

Alerts: popups & Notifications, Templates and Landing page are some of the top features of Floify.

Who uses Floify?

Floify is used by Financial Services, Real Estate and Banking among other industries.

What are Floify alternatives?

Monday Sales CRM, E-Sign, NetHunt CRM and OnePageCRM are popular alternatives for Floify.

Where is Floify located?

Floify is headquartered at Boulder, Colorado US.
lightning

Peers used Floify for digital signature and engaging and following up

Floify Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.55/5 ★

Read Reviews (6)
Custom Reports

3.89/5 ★

Read Reviews (132)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.55/5 ★

Read Reviews (6)
Custom Reports

3.89/5 ★

Read Reviews (132)

Software Failure Risk Guidance

?

for Floify

Overall Risk Meter

Low Medium High

Top Failure Risks for Floify

Floify LLC News

Awards

Floify's Head Of Product Sydney Barber Receives 2025 Mortgage Star Award

Sydney Barber, Floify's Head of Product, received the 2025 Mortgage Star Award for her leadership and innovation in the mortgage industry. Under her guidance, Floify introduced key features like Floify Verify and Dynamic Apps, enhancing lender efficiency and compliance. Her efforts contribute to Floify's high customer satisfaction.

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Awards

Floify Receives Inaugural Game Changer Award From PROGRESS In Lending

Floify, a leading mortgage POS solution provider, received the inaugural Game Changer Award from PROGRESS in Lending for its Dynamic Apps engine. This technology enhances loan applications with deep personalization and compliance, transforming the lending experience. The award recognizes solutions that reshape the mortgage industry, highlighting Floify's impact on streamlining workflows and improving borrower experiences.

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Awards

Floify's Sofia Rossato Named To Inman's Best Of Finance List For 2025

Sofia Rossato, president and general manager of Floify, has been named to Inman's 2025 Best of Finance list. The recognition, selected by Inman's editorial team, highlights Rossato's leadership in advancing digital mortgage origination technology and driving innovation in the lending industry.

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Awards

Floifys Sofia Rossato named to Inmans Best of Finance list for 2025 - Send2Press

Sofia Rossato, president and general manager of Floify, has been named to Inmans Best of Finance list for 2025. This award recognizes her significant contributions to the residential lending industry through leadership at Floify, a leading digital mortgage origination software provider.

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Floify LLC Profile

Company Name

Floify LLC

Company Website

https://floify.com/

HQ Location

Boulder, Colorado US

Employees

11-50

Social

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Financials

PRIVATE