9.7
SpotScore
Floify Review: Is It The Right Loan Origination Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
GDPR
SOC 2Starts from $49 / Month when Billed Yearly
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
Spotsaas Analysis for Floify
Floify at 4.2/5 from 113 reviews and SpotScore 9.7 serves loan officers and underwriting teams at small to medium-sized businesses that need faster loan application processing and client document management. The platform replaces manual document handling with secure uploads and automated reviews, cutting application turnaround time. Floify's main limitation is restricted customization—teams with non-standard workflows may need workarounds or manual processes to adapt the system to their specific requirements.
Loan origination software automates the application-to-approval workflow for lenders, mortgage brokers, and credit unions. It replaces paper-based document collection and manual underwriting steps with digital forms, e-signatures, and centralized file storage.
Quick picks:
What is Floify?
Floify is designed to help mortgage lenders and brokers close loans faster. Reduce the time needed to approve and submit loans, close loans more accurately, provide more detailed information to lenders and investors, and communicate effectively with the consumer through Floify's email marketing system.
Pricing
Starts from $49 / Month when Billed Yearly
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2GDPRSSO & MFA supported
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Floify Software Demo
Floify was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Floify
- Use cases
- Mortgage lenders, Mortgage brokers, Loan processing teams
- Team types
- Loan officers, Underwriting teams
- Company size
- Small Business, Medium Business
- Workflow style
- Simple and streamlined
- Setup complexity
- Low
Why teams choose Floify
Streamlines loan application and client communication processes effectively
User-friendly interface for both borrowers and loan officers
Facilitates secure document uploads and reviews, enhancing efficiency
Is Floify right for you?
Best for mortgage teams needing streamlined loan processing and client communication.
Choose Floify if
- You are a small to medium mortgage lender or broker seeking faster loan closures.
- You want a simple, user-friendly platform for borrowers and loan officers.
- You need secure document uploads with integrated notifications and co-branded applications.
Consider alternatives if
- Your organization requires extensive software customization to fit complex workflows.
- You depend on a wide range of third-party integrations and advanced automation features.
What buyers should know before shortlisting Floify
Floify has truly revolutionized the loan application and client communication process for many users in the past year. Users appreciate its user-friendly interface, making it easy for both borrowers and loan officers to navigate.
The ability to co-brand online applications and track loan progress has been a standout feature, streamlining document collection and approval processes. One key strength of Floify is its efficiency in document management.
Users praise its notification system for document uploads and the ease of requesting and reviewing documents. Additionally, the platform's integrations, customizable templates, and quick client onboarding are viewed positively.
Despite its many strengths, some users have mentioned the limited customization options as a drawback. However, overall feedback emphasizes Floify's time-saving capabilities, streamlined workflows, and excellent customer service, making it a top choice for mortgage professionals looking to enhance efficiency and client satisfaction in their loan origination process.
Floify pros and cons
- Floify pros
Streamlines loan application and client communication processes effectively
User-friendly interface for both borrowers and loan officers
Facilitates secure document uploads and reviews, enhancing efficiency
- Floify cons
Limited customization options may not fully meet specific business needs
Lack of diversity in additional apps and connectors limits advanced functionalities
Ready to try it?
Get started with Floify
Start your free trial — no credit card required.
Still comparing?
See how it stacks up
Compare Floify side-by-side with top Loan Origination Software alternatives.
What is the pricing of Floify?
Floify Pricing Plans
Business Plan
1 LO or Support user
Secure Borrower Portal
Status and Milestone Updates via Email, Text/SMS, and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application, which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
Show more +
Team Plan
1 LO + 4 support users
Secure Borrower Portal
Status and Milestone Updates via Email, Text/SMS, and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application, which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
Show more +
Enterprise Plan
Includes features of Team plans plan, plus
Integrate with your LOS
Disclosure Desk
Fannie Mae Desktop Underwriter® Integration
LOS Milestone Sync
Show more +
Weighing your options?
Not sure if Floify fits your budget?
Floify reviews and ratings
Buyer sentiment
Overall positive sentiment highlights Floify's ease of use and efficiency in loan processing, with some concerns about customization and integration limitations.
What buyers like
- Ease of use
- Efficient document management
- Effective client communication
Common complaints
- Limited customization
- Lack of app integrations
Are you using Floify?
What users are saying
AU
Anonymous User
11/10/23
"Revolutionized my loan application and client communications process."
What do you like best about Floify? Floify revolutionized my loan application and client communications process. Simple to use on both sides, easy to ...
Read more
PJ
Payton J
07/06/23
"I am a HUGE fan of Floify!"
What do you like best about Floify? Way easier than DocuSign. Love how it automatically goes into the file when I approve what is uploaded. I also ...
Read more
PF
Phillip F
07/06/23
"Best Online Application at a Great price"
What do you like best about Floify? That I can cobrand my online application with all my real estate agents and they can see the progress of the ...
Read more
AU
Anonymous User
07/06/23
"Best System for Secure Docs!"
What do you like best about Floify? So easy to use. Super easy to accept or reject items What do you dislike about Floify?
SD
steven d
08/07/22
"Floify makes requesting additional docs easy."
What do you like best about Floify? If a document isnt what you need - you can spell out to the client exactly what you need What do you dislike about ...
Read more
FM
Fernanda M
07/11/22
"Smart, fast and easygoing"
What do you like best about Floify? The most helpful about Floify is the fact that you can have every single document from a borrower on just one ...
Read more
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What are the features of Floify?
An audit trail is a step-by-step sequential record that offers evidence of a financial transaction's documented history back to its source.…
Client management, also referred to as customer management, is a key aspect of business operations that involves managing and organizing cli…
Managers plan, coordinate, regulate, and lead operations that assure compliance with laws and standards through compliance management. It is…
A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of…
Real-time data gathering and transfer between the jobsite and project managers at the office is possible with mobile access. Employees on th…
A legal means of obtaining permission or approval on electronic documents or forms is to use an electronic signature, often known as an e-si…
Floify security and data handling
Key compliance certifications and security features for IT and security teams evaluating Floify.
Certifications
Security features
Developer & data
Alternatives to Floify
Floify Support Options
Frequently Asked Questions About Floify
Common questions buyers ask before choosing Floify.
Floify is a Loan Origination Software. Floify offers Audit Trail, Compliance Management, Mobile Access, e-Signature, Client Management (Customer) and many more functionalities.
Floify is a strong fit if: You are a small to medium mortgage lender or broker seeking faster loan closures.; You want a simple, user-friendly platform for borrowers and loan officers.. Consider alternatives if: Your organization requires extensive software customization to fit complex workflows.; You depend on a wide range of third-party integrations and advanced automation features..
Buyers commonly note the following limitations of Floify: Limited customization options may not fully meet specific business needs; Lack of diversity in additional apps and connectors limits advanced functionalities; Pricing details are not publicly available, requiring sales contact.
Some top alternatives to Floify includes Calyx Point, LoansPQ, LendingPad, HES Lending Platform and The Loan Navigator.
Floify offers Free Trial, Subscription, Quotation Based pricing models
The starting price of Floify is $49/Month when Billed Yearly
Ready to try it?
Get started with Floify
Start your free trial — no credit card required.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].