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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 Financial Services

Mid-Market (51-1000 emp.)

1/14/2021

"Great program!"

5/5

What do you like best about Floify?

Ease of use -intuitive use of the platform. Review collected by and hosted on G2.com.

What do you dislike about Floify?

Floify is pretty helpful! No dislikes on my end. Review collected by and hosted on G2.com.

Response from of Floify

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Hello!

We appreciate you taking a moment to share your thoughts on Floify and are happy to see you're maximizing the potential of document collection and pipeline management. We have more great features coming soon, so stay tuned!

Happy lending!

The Floify Team

Verified User in Real Estate

Small-Business (50 or fewer emp.)

1/21/2021

"Great product"

5/5

What do you like best about Floify?

The seamlessness and productivity aspect Review collected by and hosted on G2.com.

What do you dislike about Floify?

Inteegrations lack need more functioning crms Review collected by and hosted on G2.com.

Response from of Floify

edit

Hello!

Thank you for sharing your experience with Floify. We're happy to see you're enjoying the seamlessness and productivity-improvement aspects of Floify. We are continuing to partner and integrate with top solution providers, so please be on the lookout for more integrations being released in the near future. If there's a specific solution you would like us to integrate with, please feel free to contact our support team at support@floify.com.

Happy lending!

The Floify Team

Verified User in Real Estate

Small-Business (50 or fewer emp.)

2/10/2021

"Must have for any loan originator."

5/5

What do you like best about Floify?

Secure way of uploading files in an organized fashion. Review collected by and hosted on G2.com.

What do you dislike about Floify?

1003 can be improved. Same as some of the features about co-borrowers uploading files and filling out 1003. Review collected by and hosted on G2.com.

Response from of Floify

edit

Hello!

Thank you for taking the time to post what you like/dislike about Floify! We will share your feedback on our 1003 and uploading files with our Engineering team so we can look for ways to further improve the application process.

Happy lending!

The Floify Team

Verified User in Business Supplies and Equipment

Mid-Market (51-1000 emp.)

1/21/2021

"Great website"

5/5

What do you like best about Floify?

It’s helpful website to use at work

Uploading a lot of documents Review collected by and hosted on G2.com.

What do you dislike about Floify?

A little bit slow when trying to sign in Review collected by and hosted on G2.com.

Response from of Floify

edit

Hello!

We appreciate you taking the time to share your experience with Floify. We occasionally experience issues with reduced page-load speeds on the platform; however, this is something we are continuously working to improve. Please be on the lookout for speed enhancements and other updates to Floify in the near future.

Happy lending!

The Floify Team

Verified User in Financial Services

Small-Business (50 or fewer emp.)

1/14/2021

"Loan Agent"

5/5

What do you like best about Floify?

to be able to manage my clients loan flow Review collected by and hosted on G2.com.

What do you dislike about Floify?

Sometimes its slow on getting the documents into Encompass Review collected by and hosted on G2.com.

Response from of Floify

edit

Hello!

Thank you for providing a review of Floify. Loan flow management and email/text notifications are two of our most popular features, so we're thrilled to see you're using them to streamline your lending. If you ever run into issues with getting your documents into Encompass, please feel free to reach out to our support team at support@floify.com.

Happy lending!

The Floify Team

Nicole R.

Mortgage Loan Originator and Operations Manager

Real Estate

Small-Business (50 or fewer emp.)

2/20/2019

"Easy Portal for Client Document Gathering"

4/5

What do you like best about Floify?

I love how easy the interface is for clients to navigate. There are always going to be outliers, but most clients are able to use Floify without trouble. Review collected by and hosted on G2.com.

What do you dislike about Floify?

I most dislike that there is little modification that you can do. We have a few suggestions over the years and they try to accommodate, but the software seems young still and I think there is opportunity to grow. Review collected by and hosted on G2.com.

Recommendations to others considering Floify:

While our office uses it primarily for document gathering, there are a lot of other features like integration to Dropbox, 1003 application for borrowers to fill out that can convert to FNM files, and other cool things they are doing. The support staff is AMAZING though. They are there to help any time and can even do medial tasks (copying defaults to all users) that save a TON of time if you are revising your templates. The pricing is a little steep, but I think the value is definitely there if you are using all of the features! Review collected by and hosted on G2.com.

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

It is much easier to have all document collection in one place. Our office is now half-remote so it allows all client documentation to stay in one place, instead of our clients emailing to one person and files getting lost in the shuffle. Review collected by and hosted on G2.com.

Sarah P.

Loan Coordinator

Financial Services

Enterprise (> 1000 emp.)

4/11/2018

"Floify's Advantages"

4/5

What do you like best about Floify?

The option that Floify gives realtors to print their own pre-approval letters, after the lender has set the max approval amount, etc. in the system. This saves everyone time and can definitely help realtors out in a time pinch when the lender is unavailable. Review collected by and hosted on G2.com.

What do you dislike about Floify?

There is nothing I dislike at this time. Review collected by and hosted on G2.com.

Recommendations to others considering Floify:

GET ON THE BANDWAGON! :) Review collected by and hosted on G2.com.

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

The advantage I previously listed is a huge business problem that Floify solves for us. Additionally, it is a great pipeline/organizational tool and it ensures that no documents are missed or overlooked. Nothing falls thru the cracks with Floify. Review collected by and hosted on G2.com.