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Floify

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Mortgage point-of-sale and document portal.

About Floify

Floify (backed by the massive Porch Group) is a fiercely agile, highly automated, and massively popular platform that operates as a direct, high-speed rival to SimpleNexus in the "Mortgage Point of Sale (POS)" sector. While SimpleNexus focuses heavily on mobile apps and Realtor synergy, Floify built an empire by focusing obsessively on "Relentless Document Collection Automation." The absolute core superpower of Floify is its "Automated Need-List Engine." The most agonizing part of a mortgage is begging the borrower for 15 different documents (W2s, bank statements, tax returns). Floify completely automates this. It sends the borrower a secure web portal with a checklist. If the borrower forgets to upload their W2, Floify automatically sends them polite, aggressive reminder emails every single day until they do. Because it completely eliminates the soul-crushing manual labor of chasing down borrower documents, and integrates flawlessly with Calyx Point and Encompass, it is heavily favored by highly efficient loan processors and independent brokers.

Deployment

  • Cloud, SaaS, Web
  • On-Premise (Windows)

Support

  • Email/Help Desk
  • Phone Support
  • Dedicated Account Manager

Training

  • Documentation
  • Live Online
  • In-Person

Ideal Company Size

Small, Medium Employees

Pricing Overview

$79

Starting price / month

LicensingSubscription / Per-Loan Fee
Supported LanguagesEnglish
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