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Floify Reviews & Product Details

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Seller

Floify

Discussions

Floify Community

Languages Supported

English, Spanish

Overview by

Value at a Glance

Averages based on real user reviews.

Perceived Cost

$$$$$

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Floify Media

Floify Demo - Custom branded landing pages

Floify's branded and co-branded landing pages offer your borrowers, prospects, and partners an elegant entry point to your digital mortgage process.

Floify Demo - Modern, question-and-answer 1003 loan application

Floify's fully-customizable digital 1003 helps loan originators receive more complete and accurate applications by providing borrowers with a simplified and intuitive online experience.

Floify Demo - Built-in eSignature solution

Lenders and originators can maximize value and further digitize their workflow by leveraging Floify's native eSignature functionality – included on all plans at no additional cost.

Floify Demo - Integrate with industry-preferred solutions

Access a library of dozens of integrations to connect Floify with your favorite LOS, CRM, credit agency, and many other productivity solutions.

Floify Demo - Automate loan status updates and notifications

Floify's template-powered email and text updates make it easy for all loan stakeholders to know exactly where a loan stands, at all times. Automated notifications keep borrowers accountable and engaged throughout the origination process.

Floify Demo - Secure document collection

Floify helps loan originators accelerate the document gathering process by giving borrowers a secure and mobile-friendly portal where they can view requirements, upload files, and track loan progress.

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Verified User in Banking

Small-Business (50 or fewer emp.)

6/15/2021

"Great Program for my clients!"

5/5

What do you like best about Floify?

I like that my clients can upload documents securely through the portal and then I can review them and approve them. Super great! Review collected by and hosted on G2.com.

What do you dislike about Floify?

I have had some clients say there is a learning curve to upload multiple documents, but overall it is easy. Review collected by and hosted on G2.com.

Recommendations to others considering Floify:

NA Review collected by and hosted on G2.com.

What problems is Floify solving and how is that benefiting you?

The problem that we are solving is that we don't have to ask for the same document over and over because of human error requesting too many documents. Once you upload the document, it is like a checklist, and then they go to the next document. Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

Thank you for your feedback on Floify! When we originally developed Floify, one of the biggest problems we wanted to eliminate was the need for loan originators to chase documentation, so it's great to read we were able to accomplish this. We hope you continue enjoying Floify for many years to come.

Happy lending!

The Floify Team

Joel T.

Account Executive

Small-Business (50 or fewer emp.)

11/10/2021

"Floify is the Ultimate Loan Processing Software"

5/5

What do you like best about Floify?

What I like best about Floify is its seamless client integration with our employees. From submission to closing, I can always count on the system to deliver without any kinks! Review collected by and hosted on G2.com.

What do you dislike about Floify?

What I dislike about Floify is the "Team" and "Flow Owner" categories. It should be better explained what each of the titles mean in order to have a better loan flow for the client and employees working on the loan. Review collected by and hosted on G2.com.

Response from of Floify

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Hello, Joel!

We are glad to see you're enjoying Floify's streamlined mortgage process – from submission to closing – as well as the new Floify E-Sign functionality. Regarding your feedback on "Team" and "Flow Owner" categories, we will escalate your suggestions to our Product team as we look for ways to further improve your lending workflow.

Happy lending!

The Floify Team

Verified User in Banking

Mid-Market (51-1000 emp.)

2/11/2022

"Great organizational tool!"

5/5

What do you like best about Floify?

Floify allows everyone on the team to request/view/approve docs from clients. It simplifies the requests and makes for quicker turn times! Review collected by and hosted on G2.com.

What do you dislike about Floify?

The account check for bank statements has to be re-entered if additional statements / updated transactions are needed. Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

Thank you for taking the time to share your feedback on Floify! Requesting, viewing and approving docs from borrowers is one of the most beloved features of Floify so it makes happy to see you're maximizing this functionality. With regards to your comments on adding and updating bank statements, we will share this feedback with our Product and Engineering teams so we can find ways to improve.

Happy lending!

The Floify Team

Verified User in Banking

Small-Business (50 or fewer emp.)

2/11/2022

"Easy to navigate"

5/5

What do you like best about Floify?

I love that it is easy to navigate the file and gives customers an update. Also like that they have people available for training Review collected by and hosted on G2.com.

What do you dislike about Floify?

Wish it was easier to update the email for the customer Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

We appreciate you taking the time to share your experience with using Floify! We put a lot of effort into making Floify easy to navigate and keeping LOs and borrowers updated throughout the loan process, so we're happy to see you're taking full advantage of these benefits. With regards to your feedback on editing emails, we will share your comments with our Engineering team. If you would like assistance with updating your emails, please feel free to contact our Support team at support@floify.com.

Happy lending!

The Floify Team

Bliss M.

Owner/Mortgage Loan Originator

Small-Business (50 or fewer emp.)

7/16/2021

"Game Changer"

5/5

What do you like best about Floify?

It allows me to have time to bring in more business while applications and documents are being done and chased down by Floify. Review collected by and hosted on G2.com.

What do you dislike about Floify?

I wish I could add users for free. Or for a lesser charge. Review collected by and hosted on G2.com.

Recommendations to others considering Floify:

Just do it. If you're looking to grow, do it. Review collected by and hosted on G2.com.

What problems is Floify solving and how is that benefiting you?

I have more time to spend with family and clients. I don't have to chase down documents. Converting photos to pdf and changing the names of the documents saves me time. Sending email to all parties is a breeze. Looking over my pipeline is improved. Review collected by and hosted on G2.com.

Response from of Floify

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Hi, Bliss!

Thank you for posting a review of Floify. One of the reasons we developed Floify was to automate the lending process so loan originators had more free time to enjoy with friends and family, so we're happy to see you've been able to take advantage of this!

Happy Lending!

- The Floify Team

Verified User in Banking

Mid-Market (51-1000 emp.)

11/10/2021

"Revolutionized my loan application and client communications process."

5/5

What do you like best about Floify?

Floify revolutionized my loan application and client communications process. Simple to use on both sides, easy to update and track. Review collected by and hosted on G2.com.

What do you dislike about Floify?

Adding Real Estate Partners is sometimes extensive. Review collected by and hosted on G2.com.

Recommendations to others considering Floify:

Floify is a tremendous system that will increase productivity, awareness, and communications with your clients and REA's. Review collected by and hosted on G2.com.

What problems is Floify solving and how is that benefiting you?

It's fixed application processes, communications and loan tracking for REA's and borrowers. Positive responses from all clients Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

Thank you for taking the time to share your feedback on the Floify point-of-sale system. Revolutionizing the mortgage loan application and borrower communication process are a couple of the big reasons we developed Floify, so we're delighted to see you're taking advantage of these benefits. When it comes to adding Real Estate Partners, our support team may be able to suggest ways to streamline this process, so please feel free to reach out to them for additional guidance.

Happy Lending!

The Floify Team

Verified User in Financial Services

Mid-Market (51-1000 emp.)

11/10/2021

"Bobby Campos, Branch Manager"

5/5

What do you like best about Floify?

Floify has helped us streamline our process in gathering documents from our clients. Both the clients and agents have expressed appreciation of the status milestone update emails and text messages. Review collected by and hosted on G2.com.

What do you dislike about Floify?

There is nothing we dislike about floify. Review collected by and hosted on G2.com.

Response from of Floify

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Hi, Bobby!

Thank you for being a loyal customer of Floify! We are thrilled to see Floify is continuing to help you streamline your loan origination process, and your partners and borrowers are appreciating the status updates via text and email. As always, if you need any support with the platform, we're here for you!

Happy lending!

The Floify Team

Verified User in Real Estate

Mid-Market (51-1000 emp.)

11/11/2021

"Excellent Software"

5/5

What do you like best about Floify?

The ease in which a client can fill out an application and securely upload documents Review collected by and hosted on G2.com.

What do you dislike about Floify?

It's setting reminders. At times they are too soon after uploading. Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

Thanks for taking the time to share your feedback on Floify! We appreciate seeing that your borrowers are enjoying the application process and ability to securely upload documents. If you ever need assistance with setting reminders that work better for your workflow, please feel free to contact our support team at support@floify.com.

Happy lending!

The Floify Team

Verified User in Financial Services

Small-Business (50 or fewer emp.)

4/8/2021

"Floify simplifies the document retrieval process!"

5/5

What do you like best about Floify?

Floify makes it easy for both the company and clients to upload documents. I like that there is a space for everything. Gone are the days of receiving giant PDF files that you have to break up into individual files/docs. It saves so much time. Also, I love that E-signing is built-in, you can customize emails the emails that go to clients, create templates for everything, there are so many things I like! Review collected by and hosted on G2.com.

What do you dislike about Floify?

I think Floify would benefit from a user support line that is specifically for the clients/users. We get so many calls because they are having trouble logging in, and we are not Floify support, it takes to time help everyone. We end up having to play around to figure it out for ourselves before we can even help the client. Review collected by and hosted on G2.com.

What problems is Floify solving and how is that benefiting you?

This program eliminates the need for Docusign which saves money. It organizes the whole process of getting documents because each document has its own slot so it also saves a ton of time spent separating large scanned PDF files. All admins can see what's going on so that also eliminates time and correspondence with team members regarding what documents are still needed. There are so many benefits! Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

Thank you for taking the time to post a review Floify! We're happy to see you're taking advantage of the new Floify E-Sign, in addition to the other awesome features of our platform. Your comments about a support line specifically for clients/users/borrowers is something that has been brought up by other Floify customers, so we are actively considering this additional level of support in the future. In the meantime, we hope you continue enjoying all the benefits of our system. And if you ever need additional support for yourself or your support team, please feel free to reach out anytime!

Happy lending!

The Floify Team

Raza A.

Senior lending specialist

Mid-Market (51-1000 emp.)

12/10/2021

"Senior lending agent"

5/5

What do you like best about Floify?

User friendly for consumers and loan officers Review collected by and hosted on G2.com.

What do you dislike about Floify?

I do not dislike anything. Nothing is missing Review collected by and hosted on G2.com.

Response from of Floify

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Hello, Raza!

Thank you for taking the time to share your experience with Floify! We're delighted to see that the platform is user friendly for your LOs and borrowers. Stay tuned for more exciting features in the new year!

Happy Lending!

The Floify Team