Floify
Loan origination software
Mortgage point of sale (POS) software
Financial services software
Loan software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$70 per user per month
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What is Floify
Floify is a mortgage point-of-sale platform used by lenders, brokers, and loan officers to manage borrower intake, document collection, and loan application workflows. It provides borrower-facing portals and task/status tracking to support a digital mortgage experience from application through processing. The product commonly integrates with loan origination systems and third-party services to reduce manual handoffs. It is typically deployed as a cloud-based solution for distributed lending teams.
Borrower portal and document workflows
Floify centers on borrower-facing intake, document requests, and secure upload workflows that help standardize how teams collect and track conditions. It supports status visibility and task management to reduce back-and-forth between borrowers and internal staff. These capabilities align well with organizations prioritizing a digital front-end experience without replacing the core LOS.
Integrations with mortgage ecosystems
The platform is designed to connect with common mortgage systems of record and ancillary services, enabling data and document handoffs across the origination process. This helps lenders keep the LOS as the system of record while using Floify as the engagement layer. Compared with broader banking platforms, Floify’s integration focus is typically oriented to mortgage-specific workflows.
Support for distributed sales teams
Floify supports use cases where loan officers, processors, and borrowers collaborate remotely through shared pipelines and standardized request lists. Centralized tracking can improve internal coordination across branches and third-party partners. This is particularly relevant for broker and correspondent-style operating models that rely on consistent borrower communication.
Not a full LOS replacement
Floify primarily addresses the point-of-sale and borrower engagement layer rather than end-to-end origination processing, underwriting, and closing as a system of record. Organizations seeking a single platform for the entire mortgage lifecycle may still require a separate LOS and additional modules. This can increase vendor management and integration dependency.
Integration effort varies by stack
While integrations are a core part of the product’s value, implementation complexity depends on the existing LOS, document providers, and internal processes. Data mapping, workflow alignment, and exception handling can require configuration and ongoing administration. Teams should plan for testing and change management when connecting multiple systems.
Mortgage-centric scope
Floify is purpose-built for mortgage origination and may be less suitable for institutions that want a unified digital onboarding experience across multiple retail banking products. Enterprises looking for broader omnichannel engagement, cross-product servicing, or deep core-banking orchestration may need additional platforms. This can limit standardization across non-mortgage lines of business.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Business | $79 per month (monthly billing) OR $70 per month ($840 annual prepay) | 1 LO or support user; Secure borrower portal; Customizable digital 1003 loan application; 1003 Co-Pilot; Automated updates & notifications; Native Floify E-Sign; Productivity integrations; Reporting & Analytics; Audit log; Realtor Partner Portal with pre-approval letters; Custom fields, layouts, business rules. |
| Team | $250 per month (monthly billing) OR $200 per month ($2,400 annual prepay) | 1 LO and up to 4 support users; All Business features (secure portal, 1003 app, Co-Pilot, e-sign, integrations); Reporting & Analytics; Audit log; Realtor Partner Portal; Custom fields & business rules. |
| Enterprise | Custom pricing | Tailored to needs; Includes Business & Team features plus LOS integrations, Disclosure Desk, Fannie Mae DU integration, LOS milestone sync, Active Directory SSO, Settlement agent portal, Hybrid e-closing, concierge onboarding/training, dedicated account manager & priority support. |
Seller details
Floify, LLC
Boulder, Colorado, USA
2012
Private
https://www.floify.com/
https://x.com/floify
https://www.linkedin.com/company/floify/
