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Mortgage point-of-sale and borrower portal for loan officers
Floify is a mortgage automation and point-of-sale platform built for loan officers, mortgage brokers, and lending teams who want to move borrowers from application to closing without the email-and-fax chaos. Its secure borrower portal collects the 1003 application, pulls documents, verifies assets and income, and keeps every party updated with automated status notifications.
The platform automates the loan process end to end: customizable application flows, document requests with smart reminders, e-signature, and integrations with the LOS, credit providers, and pricing engines. Loan officers get a branded portal and mobile app, while borrowers get a simple checklist that shows exactly what is still needed.
Floify is designed to shorten cycle times and cut the manual follow-up that slows deals down. Real-time milestone tracking, referral-partner co-branding, and a live pipeline dashboard give originators visibility into where every loan sits, so nothing stalls in underwriting.
Pricing Model
Subscription
Starting Price
$79/mo
Free Options
Free trial
| Feature | Team Edition | Enterprise |
|---|---|---|
| Per-user pricing | — | |
| Branded borrower portal | — | |
| Automated 1003 & docs | — | |
| E-signature | — | |
| LOS integration | — | |
| Custom seats & branding | — | |
| Advanced automation | — | |
| Priority support | — | |
| SSO | — | |
| Dedicated onboarding | — |
Other
CRM
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API Types
SDK Availability
Verify SDK availability in vendor's documentation.
Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Digital lending platform for banks, credit unions, and lenders
Cloud loan origination system for mortgage brokers and lenders
Modern loan management and servicing platform, API-first
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