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Floify

Paid

Streamline mortgage loan processing with automated document collection and workflow management.

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4.6 Editor Rating
Vetted Score
4.6 / 5.0

Earns a high score for its intuitive UI, robust automation, and strong integration ecosystem that significantly reduces loan processing time.

Key Features
Automated Document Collection

Borrowers can securely upload documents via a mobile app, reducing manual data entry and speeding up the loan pipeline.

Integrated Workflow Management

Loan officers track each loan stage, assign tasks, and receive real-time notifications to keep deals moving.

CRM & Third‑Party Integrations

Seamlessly connects with popular CRMs, e‑signature services, and underwriting platforms for end‑to‑end automation.

Frequently Asked Questions

Floify provides a free trial period, after which a paid subscription is required for continued use.

Borrowers can upload documents via the web portal, iOS app, or Android app, ensuring flexibility across devices.

Yes, Floify offers native integrations with major CRMs and loan origination platforms, as well as API access for custom connections.
Specifications
Pricing Model Starts at $79.00 per user per month, with tiered pricing for larger teams and enterprise solutions.
Supported Platforms
Web (browser)iOSAndroid