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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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Mike R.

Mortgage Lender

Enterprise (> 1000 emp.)

1/26/2021

"Floify Helped me More Than Quadruple My Business in Less Than 2 years!"

5/5

What do you like best about Floify?

Floify makes it so easy to seamlessly and automatically track down and manage all aspects of the client's file form birth to death. The ability to set calendar reminders and DocuSign integration are my favorite features! Review collected by and hosted on G2.com.

What do you dislike about Floify?

Nothing!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Review collected by and hosted on G2.com.

Response from of Floify

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Hi, Mike!

Thank you for sharing your feedback on Floify. We are delighted to see that management documents has become less tedious for you and hope our platform continues to contribute to your successes well into the future.

Happy lending!

The Floify Team

Verified User in Financial Services

Mid-Market (51-1000 emp.)

2/11/2021

"My thoughts on Floify"

4.5/5

What do you like best about Floify?

It is easy to use. I definitely find this a very user-friendly interface. Review collected by and hosted on G2.com.

What do you dislike about Floify?

I don't like that when using DocUSign within Floify, it sends things before I'm done sometimes. And there should be a way to save your work and come back to it later before sending a document to a borrower. 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 feedback on Floify! Making our platform user-friendly was one of our top goals, so we're happy to see we were able to accomplish this for you. If you continue to experience issues with DocuSign, please feel free to reach our to our Support team at your convenience. We also recently released Floify E-Sign – our native e-signature solution, which you may find useful. It's available for free to all paid Floify users. You can learn more about Floify E-Sign here: https://floify.com/blog/floify-e-sign.

Happy lending!

The Floify Team

Verified User in Financial Services

Enterprise (> 1000 emp.)

1/21/2021

"Great website with excellent service"

5/5

What do you like best about Floify?

The system is a very easy way to collect borrower documents, and communicate issues with documents directly with the borrower. Also, our Floify rep Caitlin is awesome. She is always very attentive and helpful and eager to offer advice to make our experience with Floify as easy as possible. I can't say enough good things about her! Review collected by and hosted on G2.com.

What do you dislike about Floify?

I have no complaints or criticisms, the site is very easy to use. Review collected by and hosted on G2.com.

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

Floify makes it very simple for borrowers to submit documents, and it prompts them for the necessary documents depending on their personal financial situation. It makes it easy for the borrower, and easy for us. Also, the program has been made even easier after Caitlin advised how to adjust our settings on the back end of the site. Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

Thank you for taking the time to provide a review of Floify. We're happy to see Caitlin was able to assist with adjusting your settings in Floify and making your experience with the platform as easy as possible. If you need additional help with Floify in the future, please feel free to reach out to Caitlin or any of our Enterprise support specialists. We're eager to help!

Happy lending!

The Floify Team

John B.

Mortgage Professional

Small-Business (50 or fewer emp.)

1/14/2021

"Easy to use, consumer friendly"

5/5

What do you like best about Floify?

The Loan flow to be able to send detailed needs lists to Borrowers. Also the AZ Forms for Prequals and Loan Status Updates built in! Review collected by and hosted on G2.com.

What do you dislike about Floify?

Would love a Mobile app integration to share easier with Clients. Review collected by and hosted on G2.com.

Response from of Floify

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Hi, John!

Thank you for providing a review of Floify! We're thrilled to see you're enjoying the automated needs lists, AZ forms, and loan status updates. We are currently in the process of redesigning our mobile apps, so please be on the lookout for those later this year.

Happy lending!

The Floify Team

Nick I.

Loan Originator

Small-Business (50 or fewer emp.)

1/21/2021

"Free up Time and get new clients!"

5/5

What do you like best about Floify?

The automation of downloading the 3.2 file and you are DONE! Review collected by and hosted on G2.com.

What do you dislike about Floify?

The setup can be a little frustrating but once set you forget about it. Review collected by and hosted on G2.com.

Response from of Floify

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Hello, Nick!

Thank you for sharing your feedback on Floify. Automating and downloading the 3.2 file is something we put a lot of emphasis on, so we're excited to see this has been beneficial for you. We understand setup can be somewhat tedious, so if you ever need assistance with tweaks and customizations, please reach out to our support team at support@floify.com.

Happy lending!

The Floify Team

Verified User in Accounting

Mid-Market (51-1000 emp.)

6/24/2021

"Great Service and always professional"

5/5

What do you like best about Floify?

It makes it very easy for our clients to continue to be informed throughout the loan process Review collected by and hosted on G2.com.

What do you dislike about Floify?

currently, there is nothing that we dislike Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

Thank you for sharing your feedback on Floify. We are delighted to see that our platform helps you keep your clients adequately informed throughout the loan process. We have more great features coming soon that will further benefit your borrowers, so please be on the lookout for them!

Happy lending!

The Floify Team

Kameron L.

mortgage broker

Small-Business (50 or fewer emp.)

1/14/2021

"User friendly, straightforward, borrower-friendly."

4/5

What do you like best about Floify?

I enjoy having a link to share with potential borrowers as well as pre-created needs lists Review collected by and hosted on G2.com.

What do you dislike about Floify?

I wish the needs lists were more specific to loan type Review collected by and hosted on G2.com.

Response from of Floify

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Hi, Kameron!

Thank you for taking the time to provide a review of Floify. We're happy to see our platform is saving you time in your lending process. As far as your concerns with the needs list, we'll share this feedback without our engineering team and work towards improving that feature.

Happy lending!

The Floify Team

Verified User in Accounting

Small-Business (50 or fewer emp.)

4/8/2021

"It is safer way to use"

5/5

What do you like best about Floify?

uploading document, downloading, requesting and use friendly Review collected by and hosted on G2.com.

What do you dislike about Floify?

templates have less forms that we usually use but I still use this app Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

Thank you for posting a review of Floify. Uploading/downloading documents and notifications are some of our most powerful features, so we're happy to see you're taking advantage of these! If you ever need assistance with creating custom templates, please contact our Support team.

Happy lending!

The Floify Team

Verified User in Financial Services

Mid-Market (51-1000 emp.)

1/21/2021

"Makes the mortgage application process smooth!"

5/5

What do you like best about Floify?

Applications from Floify automatically flow into our Encompass system. Borrowers can easily see requests and upload documents. Review collected by and hosted on G2.com.

What do you dislike about Floify?

No complaints. The system is easy to use for most borrowers. Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

Thank you for sharing your review of the Floify point-of-sale system. We are delighted to see the application flow, simplification of document requests and uploads, and ease-of-use for your borrowers has helped improve your lending process. We look forward to saving you more time with other great features we will be releasing soon.

Happy lending!

The Floify Team

Verified User in Real Estate

Small-Business (50 or fewer emp.)

1/14/2021

"Easy and fast!"

5/5

What do you like best about Floify?

You can create flows quickly and it makes it easier to collect documents. Review collected by and hosted on G2.com.

What do you dislike about Floify?

Needs to easier to add the realtors to partners Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

Thank you for sharing your experience with Floify. Document collection is one of our post powerful features, so we're happy to see you're maximizing the potential of this solution to simplify your lending process.

Happy lending!

The Floify Team