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Floify

Mortgage Automation & Point-of-Sale

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Overview

Floify is a digital mortgage automation and point-of-sale solution that streamlines the loan origination process by providing a secure communication and document portal for lenders, borrowers, and other mortgage stakeholders. It helps automate the collection of loan documentation, keeps all parties updated on the loan status, and integrates with other mortgage technology systems.

✨ Key Features

  • Digital loan application (1003)
  • Automated document collection and management
  • Secure borrower and lender portal
  • Milestone and status updates
  • E-signatures
  • Third-party integrations

šŸŽÆ Key Differentiators

  • Focus on document management and automation
  • User-friendly interface for borrowers and lenders
  • Extensive integrations with mortgage technology

Unique Value: Streamlines the mortgage process for lenders and borrowers through a secure and automated document and communication portal.

šŸŽÆ Use Cases (3)

Mortgage lenders Loan originators Mortgage brokers

āœ… Best For

  • Streamlining the mortgage application and documentation process
  • Improving communication and transparency in the mortgage process

šŸ’” Check With Vendor

Verify these considerations match your specific requirements:

  • Non-mortgage lending

šŸ† Alternatives

SimpleNexus Blend Cloudvirga

Offers a strong focus on document automation and a user-friendly experience for all parties involved in the mortgage transaction.

šŸ’» Platforms

Web iOS Android API

šŸ”Œ Integrations

Loan Origination Systems (LOS) CRMs Credit reporting agencies Asset verification services Pricing engines

šŸ›Ÿ Support Options

  • āœ“ Email Support
  • āœ“ Live Chat
  • āœ“ Phone Support
  • āœ“ Dedicated Support (Varies by plan tier)

šŸ”’ Compliance & Security

āœ“ SOC 2 āœ“ GDPR āœ“ SSO āœ“ SOC 2 Type II

šŸ’° Pricing

Contact for pricing

āœ“ 14-day free trial

Free tier: N/A

Visit Floify Website →