Floify Reviews, Pricing, Features & Alternatives in 2026
Floify is a mortgage point-of-sale software that streamlines the loan origination process by providing a secure portal for document management, automated communication, and real-time status tracking.
Floify provides you with a centralized mortgage point-of-sale platform designed to simplify the loan application and document collection process. You can replace manual email chains with a secure, branded portal where borrowers upload sensitive financial documents directly. The system automatically sends reminders to your clients, ensuring you receive necessary paperwork on time without constant manual follow-ups.
You can manage your entire pipeline from a single dashboard, giving you instant visibility into which loans are moving and which need attention. By integrating with your existing Loan Origination System (LOS), the platform eliminates double data entry and reduces the time it takes to get a file to underwriting. It is built specifically for loan officers, mortgage brokers, and enterprise lenders who want to provide a modern, digital experience to their borrowers.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop chasing paperwork and start closing loans faster. Floify gives you a digital toolkit to automate the most tedious parts of mortgage processing while keeping your borrowers informed every step of the way.
Secure Borrower Portal
Provide your clients with a branded, mobile-responsive space to upload documents and track their loan progress securely.
Automated Notifications
Set up automatic email and SMS reminders for your borrowers so they never miss a document deadline.
1003 Loan Application
Deploy a mobile-friendly digital loan application that syncs directly with your LOS to save hours of data entry.
Document E-Signatures
Send disclosure packages and other vital documents for electronic signature directly through the platform to speed up approvals.
Disclosure Desk
Manage and track the delivery of initial disclosures to ensure your team stays compliant with industry regulations.
Real-Time Milestone Tracking
Update your borrowers and real estate partners automatically as the loan moves through different stages of the pipeline.
Integrations
Encompass
LendingPad
Calyx Point
Blueberry Systems
DocuSign
Adobe Sign
Dropbox
Google Drive
Box
Optimal Blue
Pricing Plans
Floify offers a flexible pricing structure that scales with your production volume. You can start with a basic plan to manage individual pipelines or move to enterprise tiers for advanced compliance and team management. While they don't offer a forever-free plan, you can test the platform with a trial to see how it fits your workflow.
Based on feedback from mortgage professionals on G2 and Capterra, here is how Floify impacts daily loan processing workflows:
Pros
Significantly reduces time spent on manual document collection
Professional branded portal builds trust with borrowers
Automated reminders keep loan files moving without effort
Mobile-friendly interface allows borrowers to upload from phones
Integrates smoothly with major loan origination systems
Cons
Initial setup of custom templates takes time
Learning curve for borrowers who aren't tech-savvy
Advanced features require higher-priced enterprise plans
Who Should Use Floify?
Perfect for loan officers and mortgage brokers who need to automate document collection and provide a digital experience for borrowers.
Best for Company Sizes
small-business
mid-market
enterprise
Popular Industries
real-estate
Our Verdict
Floify is a top-tier choice if you are looking to modernize your mortgage workflow and stop the endless cycle of chasing documents via email. The platform's strength lies in its ability to automate borrower communication and provide a professional, secure portal that makes you look more organized to your clients.
While the setup requires some upfront effort to configure your templates and integrations, the long-term time savings are substantial. Highly recommended for high-volume loan officers and teams who want to reduce their 'time-to-close' and improve the overall borrower experience.
Ready to Try Floify?
Start your 0-day free trial today—no credit card required. See why over 0 teams trust Floify