--- title: Floify Reviews meta_title: 'Floify Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 57 reviews by the users' company size, role or industry to find out how Floify works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 57 scale: '5' date_modified: '2026-06-15' parent_category: name: Loan url: https://www.g2.com/categories/loan --- # Floify Reviews **Vendor:** Floify **Category:** [Loan Origination Software](https://www.g2.com/categories/loan-origination) **Average Rating:** 4.8/5.0 **Total Reviews:** 57 ## About Floify 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. ## Floify Reviews ### 1. I am a HUGE fan of Floify! **Rating:** 5.0/5.0 stars **Reviewed by:** Payton J. | Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2023 **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 like how the templates will match for the most part. Very rarely do I need to redo. **What do you dislike about Floify?** I have a little bit of a dislike for the milestone part of Floify. I am not sure if that is Floify's issue or my companies, but I wish that the milestones would update in realtime with the Encompass file. I also wish it were slightly easier to place the signature's onto the document. The whole drag and drop is fine, but if I clicked on signature and clicked on the document and it knew to place the signature where I clicked, boy oh boy 5 stars. **What problems is Floify solving and how is that benefiting you?** Easy disclosures and easy requests to borrower. Makes it much more simple than remembering to email and follow up. I also am a fan of the automated emails, though I do think they are an eyesore. ### 2. Best Online Application at a Great price **Rating:** 5.0/5.0 stars **Reviewed by:** Phillip F. | Mortgage Loan Officer, Enterprise (> 1000 emp.) **Reviewed Date:** July 06, 2023 **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 loan. **What do you dislike about Floify?** I wish it would store the emails that get sent out **What problems is Floify solving and how is that benefiting you?** Easier to use for clients and I can quickly review documents and let clients know if I can accept them or not ### 3. Fast and Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Anna M. | Operation assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Floify?** I can say that What I most like about Floify is how easy and organized things are, you can learn how to use it very fast and have all the information required to make your business a complete success **What do you dislike about Floify?** For now, I can not find something I don't like about this software; I've been happily using it since the first day of all the benefits that include, so for now, I can say that I don't dislike something about it. **What problems is Floify solving and how is that benefiting you?** Floify Helps me with all the information that I need to organize for the clients; I can find what I need or what I already requested in juts one place; I think that is excellent for clients, too, because the understand where they can upload the documents required in a faster way. ### 4. Best System for Secure Docs! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2023 **What do you like best about Floify?** So easy to use. Super easy to accept or reject items **What do you dislike about Floify?** I have not had any issues to report..... **What problems is Floify solving and how is that benefiting you?** Getting correct documentation from borrowers ### 5. Smart, fast and easygoing **Rating:** 5.0/5.0 stars **Reviewed by:** Fernanda M. | Operations Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2022 **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 platform, and is very easy to use even for the borrowers, I trained myself with youtube videos to know how to upload and request documents, but the borrower doesn't need to do that as they only click on "docs owed" and upload all from there, and the fact that Floify was updated and now we can upload maximum of twelve documents per request, is amazing because it has simplified a lot the work of uploading documents. In addition, Floify has a lot of features, like uploading, downloading, requesting signatures, having docs templates, etc., that make our work as a mortgage broker way easier. **What do you dislike about Floify?** I do not like that it has happened to me that I am uploading a lot of documents, and the "message" that I add as a comment, sometimes goes to another file, like I was supposed to write on a, let's say, paystub "paid through 07/11" but instead, that comment goes to another document that I uploaded in the same request. Another fact that I dislike is that, if I am only uploading one document from "docs owed" the name does not change, even if I write "Paystub", it does not save that name and just uploads it with the same name that was saved when we requested it. **What problems is Floify solving and how is that benefiting you?** I believe the most important problem that Floify is solving is having a place to upload all documentation from a borrower because it would be annoying to not be able to look at all documents from a borrower. Also, Floify helps request signatures from a borrower, which is a great feature because we no longer need borrowers to wet sign a document, we can simply ask them to access a link and sign. ### 6. Floify is fantastic! **Rating:** 5.0/5.0 stars **Reviewed by:** Mike M. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2022 **What do you like best about Floify?** I think my favorite part of Floify is the integrations and general support. I've never used a POS that has as many tools readily available, not the ability to create co-branded mortgage applications. Top notch! **What do you dislike about Floify?** Currently, Floify isn't syncing with LendingPad which is causing me a lot of headache. I'm paying for Floify+ and not receiving A+ service or support. "A fix is in route" doesn't exactly help the lack of communication between software platforms and is definitely a huge drawback. If I used LendingPad's POS, I wouldn't be having these issues. **Recommendations to others considering Floify:** If you're in the mortgage industry and want a straightforward standalone POS that offers superior support and functionality, Floify is the way to go! **What problems is Floify solving and how is that benefiting you?** I think the first problem being solved is getting borrower's to provide their docs. I set automatic reminders to kick out every 3 days, and without fail people are giving me their stuff without me having to do anything extra. Benefits are most definitely faster pre-approvals free of error. ### 7. Great software to collect all docs from borrowers **Rating:** 4.5/5.0 stars **Reviewed by:** Raymundo R. | IT Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2022 **What do you like best about Floify?** Floify is simple to use and does an amazing job in notifying the borrower of any missing documents that they still need to submit. Overall it is an amazing tool to have. **What do you dislike about Floify?** The thing that I like the least is the price point. Although I like the software, I think the price is one of the main reasons that prevent loan officers from fully investing in it. **What problems is Floify solving and how is that benefiting you?** The biggest challenge Floify solves is the doc collection from borrowers. Sometimes it is very difficult to inform the borrower of the missing documents. Floify does an amazing job in notifying the borrower of what is missing. ### 8. AN excellent front end LOS to get applications, documents, and so much more. **Rating:** 5.0/5.0 stars **Reviewed by:** Michael C. | Onboarding and Technology Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2022 **What do you like best about Floify?** Floify is an easy interface for both borrowers and loan officers. Easy for a processor to jump in and add documents, and communicate with the borrower. The number of integrations and customizations allow almost anyone from any loan or mortgage company to work with their current technology to have floify fit right into their "flow." **What do you dislike about Floify?** The only issue is the lack of integration with OpenClose LOS system. But this is not an issue of Floify and more of OpenClose wanting to push their built-in Consumer Assist portal for borrowers, which is vastly inferior. **What problems is Floify solving and how is that benefiting you?** Floify has allowed the process of sending applications to become extremely easy and error-free. The ease in which we can request documents and keep the borrowers and their real estate partners engaged and updated through the process is critical for better and faster closes and relationships with clients and partners. **Official Response:** > Hi, Michael! Thank you for your fantastic review of Floify! We take pride in making Floify extremely easy to use for both borrowers and LOs so we're delighted to see you're enjoying this experience. As you're aware, we do not have an integration with OpenClose; however, we do have integrations with other top LOSs if you're looking to upgrade that aspect of your tech stack. In the meantime, we hope you continue enjoying your streamlined workflow with Floify! Happy lending! The Floify Team ### 9. The Loan Originators Friend **Rating:** 5.0/5.0 stars **Reviewed by:** Bonnie A. | Loan Officer Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2022 **What do you like best about Floify?** Easiest client management system I've seen specifically for loan origination. Templates are easy to work with to request information for different types of loans. **What do you dislike about Floify?** I would like an easier way to get back to the client's dashboard without having to go all the way back to home and clicking on the client again. Also, navigating between docs owed, pending review, and accepted could be easier. **Recommendations to others considering Floify:** Don't be afraid to ask questions. The support team at Floify is awesome! **What problems is Floify solving and how is that benefiting you?** Taking clients' personal information secure by not having to download their documents to my computer. ### 10. Why is Floify my #1 most recommended mortgage business tool? **Rating:** 5.0/5.0 stars **Reviewed by:** Nick K. | Private Lending, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2021 **What do you like best about Floify?** Why is Floify my #1 most recommended mortgage business tool? Because right out of the box Floify saved me time. Collecting documents from the borrower is sometimes like pulling teeth..a major pain! And if you have a lot of loans in the pipeline, it can be a full time job just to keep track of all of them especially when you have different timelines to meet on all loans. Floify makes is SOOOO much easier because 1. you can send document requests that are 100% custom to the borrower and loan type with the click of a button. 2. you can set custom due dates on each loan so you never miss a deadline again. 3. I don't have enter the same data multiple times be cause it synch and my CRM and creates a fnma file so I can drag and drop that into my LOS. 4. You never have to 're-check' if someone sent you a particular document or if they sent you all the documents, because the auto notifications in the system tell you. 5. The auto notifications it emails and texts to the borrower and all parties involved is a great time saver as well. There are many features I really like and I could go on and on about but rates a are low and I'm busy and Floify has certainly been a help in that. Feel free to call me anytime if you have questions from the user standpoint.Botttom line just BUY IT and start using it and you will be a believer from the get go. **What do you dislike about Floify?** The lack of quick and easy editing and customization features on the landing page. I don't want to learn code or hire someone to change stuff, I want a quick easy GUI and drag drop type of page. I also would like to have the ability to have several different landing pages based on various normal customer needs, loan programs ,etc. Also would like to created multiple custom milestones and save them so they are custom to the transaction **Recommendations to others considering Floify:** JUST DO IT! **What problems is Floify solving and how is that benefiting you?** For me it the times saving with document collection and the synch with my CRM to reduce redundant data entry. It's literally like hiring a full time assistant who is VERY good at their job for 1/100th the price. And if you do have processors and assistants this will save them so much time they will be able to handle way more loans. **Official Response:** > Hi, Nick! Thank you very much for providing a thorough review of Floify. Simplifying document collection is one of the primary reasons lenders choose to incorporate Floify into their lending workflow. The extensive list of benefits you provided will certainly help your fellow lenders who are shopping for a loan origination solution, so we appreciate the level of detail you included. Your concerns with editing landing pages are something we have taken into consideration as we continue to make improvements and add features to Floify. If you happen to need assistance with customizing your landing page in the meantime, please feel free to contact our support team at support@floify.com. Happy lending! The Floify Team ### 11. Streamline your Onboarding Lending Process **Rating:** 5.0/5.0 stars **Reviewed by:** Marli E. | Web Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2022 **What do you like best about Floify?** It is so easy to get clients/leads to create an account, get them to submit a complete loan application and collect the needed documents to get their loan process started. You avoid them needing to email you or text your images and docs. Love that you can approve or reject documents on the system and let them know why you are rejecting them. Easy to request new ones and even send over docs that need to be e-signed. **What do you dislike about Floify?** haven't come across really anything that I disliked. It connects to our Lending Pad which connects to our Jungo, so it's helped streamline our process a lot. Support is good too. **Recommendations to others considering Floify:** Get as many seats as possible for your team and create document quick packs. **What problems is Floify solving and how is that benefiting you?** Organization and security. By using a secure portal where we can keep all of our client's documents in one place makes it so much easier for us to stay organized and our team members have access to the docs here too. Love that everything is converted to a PDF and no need to manually convert and pictures clients use to send into PDFs **Official Response:** > Hi, Marli! Thank you for the awesome feedback! We are thrilled to see that Floify has made it easy for your clients to get started with their loan process and for you to communicate and manage their documents. It's also nice to see that you're taking advantage of our integrations with LendingPad and Jungo. If you ever need additional support for the Floify platform, you know our Support team is always here to help! Happy lending! The Floify Team ### 12. Floify makes requesting additional docs easy. **Rating:** 5.0/5.0 stars **Reviewed by:** steven d. | branch manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2022 **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 Floify?** nothing come to mind. this survey was bull crap! **What problems is Floify solving and how is that benefiting you?** makes the process go smoothly for both our processor and the client. ### 13. Customizable with great customer service. **Rating:** 5.0/5.0 stars **Reviewed by:** Brooke M. | Mortgage Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Floify?** Customer service. Fast responses & creative ideas. They are constantly making updates from user feedback. We are not just a number! **What do you dislike about Floify?** Wish there was more templates available to review with instructions for example of how to customize different fields and loan types. I wash there was an option to add more milestones or customize the milestones based on loan type. **Recommendations to others considering Floify:** This POS is great for individual and team users. There are so many functions and they are constantly making updates so your money is going to great use. This will also save you so much time. The applicant questions are intuitive and can be customized. When the client uploads documents they automatically convert to PDFs!! **What problems is Floify solving and how is that benefiting you?** Collecting customer documents. Collecting customer information easily. The information is also connected with my LOS, LendingPad. **Official Response:** > Hi, Brooke! Thank you for sharing your experience with using the Floify point-of-sale system. We strive to provide top-notch customer service, so we're thrilled to see our support team has met your expectations. We also take user feedback very seriously and use comments from lenders like you to help drive our innovations. We will share your concerns with templates and milestones with our product and engineering teams and look for more opportunities to improve. Happy lending! The Floify Team ### 14. hELPS US PROCESS LOANS FASTER **Rating:** 4.5/5.0 stars **Reviewed by:** Neal H. | l, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2022 **What do you like best about Floify?** Auto doc request with reminders to borrower and auto upload to oour CRM **What do you dislike about Floify?** Hard to come up with somethingI dislike. **What problems is Floify solving and how is that benefiting you?** Getting documentation from borrowers fsater ### 15. Floify changed the way I interact with my borrowers **Rating:** 5.0/5.0 stars **Reviewed by:** David L. | Mortgage Loan Originator, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2021 **What do you like best about Floify?** Using Floify has really helped me keep much better track of active loans within my pipeline. It is especially useful for gathering up borrower documents and the user-facing interface is very intuitive and easy to use. **What do you dislike about Floify?** It would be nice if the Floify could be able to provide landing pages and remninders, etc. in other languages (like Spanish) to ensure that applicants and borrowers fully understand what they are reading. Right now, the Loan Application (1003) does allow for "subtitles", but that's about it. There should be a way for borrowers to use their mobile phone to "scan" and upload documents natively right on the mobile app, but there doesn't seem to be any borrower-facing app for iOS or Android devices which is disappointing given how much the monthly subscription cost is. Giving an assistant (like a loan processor) access to the document portal would certinaly be a nice touch. Lastly, the mobile-application is basically useless and only allows you to see documents uploaded by borrowers, but you can only accept or reject the documents. **What problems is Floify solving and how is that benefiting you?** When I first signed up for Floify, my sole intention was to use it as a secure means to gathering up supporting docs from my borrowers. After using Floify for over 18 months, I have come to realize that it is also very useful in keeping everyone "in the know" with regard to the loan application including the borrowers, real estate agents, title, etc. **Official Response:** > Hello, David! We appreciate you taking the time to share your experience with Floify. We are happy to see the platform has helped you more efficiently keep track of active loans and collect borrower documents. Also, great feedback on multilingual landing pages and reminders, scanning documents, and borrower-facing apps! We will share these suggestions with our product team as we look for ways to offer additional value to our customers and borrowers. As for our existing mobile apps, we are actively improving the functionality of these offerings, so please be on the lookout for additional features coming to your mobile device very soon! Happy lending! The Floify Team ### 16. Great LOS that can help keep everyone updated. **Rating:** 4.5/5.0 stars **Reviewed by:** Jenn U. | Independent Mortgage Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Floify?** I like that it is user friendly for both me as the LO and for my client. I rarely get calls telling me they can't get it to work, can't upload documents etc. Which I used to get from my old system. Being able to customize questions is also helpful. I really like that I'm able to customize the required documents for the type of loan needed. It has helped to prevent burn out from repeatedly having to go back to them asking for more documentation. **What do you dislike about Floify?** I wish it was easier for agents to understand how to share the app and generate their own letters. I can't get a single one to use it. They fail the first time and they move on. A how to video that can be sent with the initial set up may be helpful. **Recommendations to others considering Floify:** If you are still sending a needs list by email and having to follow up with clients to get them to send what is needed, you need Floify. It has given me hours a week back in my day to prospect and generate more business which is the ultimate goal of every great loan officer. **What problems is Floify solving and how is that benefiting you?** I spend much less time chasing documents from clients. The system follows up with them and makes reviewing what they do send really quick and easy. **Official Response:** > Hello, Jenn! Thank you for taking the time to provide a detailed review of Floify. It's great to see that you've eliminated the frustration borrowers experienced with uploading documents by switching to Floify. We also appreciate how you've taken advantage of the custom questions and needs lists to save you valuable time each week. For the how-to guide, we automatically provide a partner portal walkthrough video to your partners upon first interaction with Floify, which walks them through the application, pre-approval letters, and more. If you would like to take a peek at this video, please feel free to reach out to our support team at support@floify.com. Happy lending! The Floify Team ### 17. Comprehensive Loan Application and Document Management Tool for Mortgage Brokers **Rating:** 5.0/5.0 stars **Reviewed by:** Daryn F. | Partner + Financial Advocate (Loan Originator), Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Floify?** Floify has enabled us to start our mortgage brokerage with ease. Coming into this industry as an outsider, it is refreshing to see a company that is a step above the rest. I love the customer support, open-mindedness and willingness to improve the already tp notch platform. **What do you dislike about Floify?** It would be great if Floify were easier to customize without the assistance of a developer. For instance, the tool, in theory, is fully customizable but requires advanced coding abilities. This is costly. Another option that would be beneficial would be to offer customization for a fee. **What problems is Floify solving and how is that benefiting you?** We are using Floify to receive loan applications from potential borrowers directly from our website. We use the tool to collect and manage client-sensitive and confidential documents. Floify notifies the client when new documents are needed and also when all of the documents have been reviewed and approved. **Official Response:** > Hello, Daryn! Thank you for taking the time to share your thoughtful review of Floify. We are thrilled to see you're maximizing the potential of the platform and our incredible customer support. We have considered offering customization services and may do that in the future. In the meantime, we are continuing to work towards making the process of customizing Floify easier for all users. If you happen to have any questions about customizations, please feel free to reach out to our support team. They're always happy to help. Happy lending! The Floify Team ### 18. Very Easy on Me and Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Tim T. | LO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Floify?** Very simple and quick to review items borrowers upload **What do you dislike about Floify?** I am not able to run DU through Floify directly **Recommendations to others considering Floify:** Make sure that your POS software is compatable. Assuming it is, it should be very easy to integrate **What problems is Floify solving and how is that benefiting you?** It's a streamline process for clients to complete app ### 19. I love using Floify. Easy to set up, clients love the ease of uploading docs. **Rating:** 5.0/5.0 stars **Reviewed by:** Ed N. | Broker, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2022 **What do you like best about Floify?** I like the notification I get once a doc has been uploaded. Support is awesome! **What do you dislike about Floify?** The look of the dashboard and document view. **Recommendations to others considering Floify:** I highly recommend using Floify. If easy to use, and my clients love it. **What problems is Floify solving and how is that benefiting you?** Secured uploading of documents. Automatic notification that my clients receive when I request a document. **Official Response:** > Hello, Ed! Thank you for taking the time to share your feedback on Floify! We are thrilled to see you and your clients are enjoying the platform and its many features. We have more awesome additions coming to Floify later this year so please stay tuned 😀 Happy lending! The Floify Team ### 20. Time Saving and Top of the Line **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly S. | Senior Loan Officer / Branch Manager , Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2021 **What do you like best about Floify?** This is a huge time saver for all! No more searching inbox's, fax's or texts for client documentation. Zero repeat requests for docs. Also, the ability for the client to access, sign, upload is a one stop shop for all things non-verbal. **What do you dislike about Floify?** The only tick we had was that once the app was submitted, the client had to check their email. But, that's pretty typical for most online accounts. So, not really an issue. **What problems is Floify solving and how is that benefiting you?** This is also one of the best aspects with Floify; the ability to customize almost everything. **Official Response:** > Hello, Kimberly! We appreciate you taking the time to share your experience with the Floify point-of-sale system. We are delighted to see you're enjoying some of the biggest benefits of using Floify — the time savings and ability to customize the solution to fit your lending workflow. If you ever need assistance with additional customizations, please feel free to reach out to us at support@floify.com. Happy lending! The Floify Team ### 21. Great Program for my clients! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2021 **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! **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. **Recommendations to others considering Floify:** NA **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. **Official Response:** > 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 ### 22. Floify is the Ultimate Loan Processing Software **Rating:** 5.0/5.0 stars **Reviewed by:** Joel T. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2021 **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! **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. **What problems is Floify solving and how is that benefiting you?** I am solving the obstacle of getting our technologically challenged clients to sign the documents. the E-Sign integration feature makes signing a swift and easy process! **Official Response:** > 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 ### 23. Great organizational tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2022 **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! **What do you dislike about Floify?** The account check for bank statements has to be re-entered if additional statements / updated transactions are needed. **What problems is Floify solving and how is that benefiting you?** Easier for borrowers to provide asset information **Official Response:** > 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 ### 24. Easy to navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2022 **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 **What do you dislike about Floify?** Wish it was easier to update the email for the customer **What problems is Floify solving and how is that benefiting you?** Giving customers a secure place to send documents and easier for them to get information I need. plus its great you can sign docs all in same place **Official Response:** > 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 ### 25. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Bliss M. | Owner/Mortgage Loan Originator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2021 **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. **What do you dislike about Floify?** I wish I could add users for free. Or for a lesser charge. **Recommendations to others considering Floify:** Just do it. If you're looking to grow, do it. **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. **Official Response:** > 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 ### 26. Revolutionized my loan application and client communications process. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2021 **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. **What do you dislike about Floify?** Adding Real Estate Partners is sometimes extensive. **Recommendations to others considering Floify:** Floify is a tremendous system that will increase productivity, awareness, and communications with your clients and REA's. **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 **Official Response:** > 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 ### 27. Bobby Campos, Branch Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2021 **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. **What do you dislike about Floify?** There is nothing we dislike about floify. **What problems is Floify solving and how is that benefiting you?** We get documents from clients faster and easier and it helps us stay in contact with agents. **Official Response:** > 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 ### 28. Excellent Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2021 **What do you like best about Floify?** The ease in which a client can fill out an application and securely upload documents **What do you dislike about Floify?** It's setting reminders. At times they are too soon after uploading. **Recommendations to others considering Floify:** Floify is an excellent business tool for our industry **What problems is Floify solving and how is that benefiting you?** Security and ease for documents uploaded by clients with confidence **Official Response:** > 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 ### 29. Floify simplifies the document retrieval process! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2021 **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! **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. **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! **Official Response:** > 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 ### 30. Senior lending agent **Rating:** 5.0/5.0 stars **Reviewed by:** Raza A. | Senior lending specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2021 **What do you like best about Floify?** User friendly for consumers and loan officers **What do you dislike about Floify?** I do not dislike anything. Nothing is missing **What problems is Floify solving and how is that benefiting you?** makes the life of an MLO very easy with availability everywhere. **Official Response:** > 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 ### 31. Floify if you want to be successful! **Rating:** 5.0/5.0 stars **Reviewed by:** Monica T. | Mortgage Loan Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Floify?** In the world of lending there are a lot of items that are necessary to obtain financing. With Floify it makes it easy on the client and on you! There are tools that make it so easy to request and receive the documents/items you need and it's all secure. In this day and age security as well as ease of use is key! I HIGHLY recommend adding this to your toolbox! **What do you dislike about Floify?** I honestly have not come across anything that fits the "dislike" category. **Recommendations to others considering Floify:** Try it you'll love it! **What problems is Floify solving and how is that benefiting you?** When I send a needs list to a client I am confident I will get what I need and they will be able to easily gather and send back what I've asked for. Using this system takes out the guess work and ensures I get what I need the first time every time! **Official Response:** > Hi, Monica! We appreciate you taking the time to post a review of Floify. We're happy to see the platform has made the loan process easier for you and your borrowers. We hope you continue enjoying all of Floify's features as well as new additions we'll be releasing soon. Happy lending! The Floify Team ### 32. Less underwriting means faster closes **Rating:** 5.0/5.0 stars **Reviewed by:** Robert C. | Mortgage Loan Originator - Loan Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2021 **What do you like best about Floify?** How the initial document packet changes based on how clients answer questions in their applications. **What do you dislike about Floify?** I wish i could send documents that need e-signatures to people who do not have floify profiles with me. **What problems is Floify solving and how is that benefiting you?** I have much fewer underwriting issues. Therefore fewer rate-lock extensions need to be used; equating to happier clients. **Official Response:** > Hi, Robert! We appreciate you sharing your experience with Floify. There are few things more exciting to us than seeing loan originators who are able to reduce underwriting issues and rate-lock extensions, while making clients happier, after implementing Floify. With regards to e-signatures, both DocuSign and Floify E-Sign provide the ability to send documents that need e-signing to customers who do not have a Floify account. If you would like someone from our Support team to walk you through this process, please contact us at (720) 370-3622 or support@floify.com. Happy lending! The Floify Team ### 33. It's alright **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2021 **What do you like best about Floify?** It makes it convenient for end-users to upload their documents in an organized fashion **What do you dislike about Floify?** needs more email automation, "missing document" type emails **Recommendations to others considering Floify:** I just really don't like it that much. Salesforce is better **What problems is Floify solving and how is that benefiting you?** We are making it easier for end-users to upload requested documents. Not too many benefits realized **Official Response:** > Hello! Thank you for posting your feedback on Floify. We are disappointed to see you're not completely satisfied with the platform. We take pride in developing functionality that helps LOs automate their lending process, so we would be happy to assist you with implementing more automations to simplify your workflow. If you would like to take advantage of our support team for this, please contact us at support@floify.com. Happy lending! The Floify Team ### 34. Awesome Mortgage Loan Officer Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2021 **What do you like best about Floify?** I love Floify for its simpicity. I use Floify everyday and I love that I can simply add my Floify link to any electronic media I use whether its to my signature block on my email, to my Facebook messaging, etc, etc. It works on all social media platforms and my customer love it. I keep myself updated through each milestone and its simple to update and keep track of dozen of loans all in one place. **What do you dislike about Floify?** I don't dislike any of it. I would love if I could also chat with my clients, however, with their email capability its all good. **Recommendations to others considering Floify:** I definitely would recommend Floify to any Mortgage Loan company. The loan officer will love the ease of use and how its seamlessly works with their automated loan programs. **What problems is Floify solving and how is that benefiting you?** Keeping track of the progress of my loans, easy link to send to my clients so they can start the application process. Its also awesome because the clients can upload their own documents and it continues to remind them of what is still outstanding. **Official Response:** > Hello! Thank you for your glowing review of Floify. We engineered Floify to be simple and user friendly, so we're happy to see this has been your experience with the platform so far. We hope you continue enjoying Floify as well as our many other features that are coming soon. Happy lending! The Floify Team ### 35. A time-saver that allows our processing team to move files through the pipeline more efficiently! **Rating:** 5.0/5.0 stars **Reviewed by:** Alex G. | Broker/Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2021 **What do you like best about Floify?** Not only does Floify give me a platform to intake 1003's, it allows me to provide the client a secure place to collect documents so that they don't have to email sensitive documents. The flexibility that it has as well as the integrations with other parts of my system makes it a great product for loan originators. **What do you dislike about Floify?** It doesn't integrate directly with my current LOS which is Calyx Point. I have to use another product to integrate it w/Point, but despite this short-coming, I would still recommend it. **Recommendations to others considering Floify:** Do their free trial and you won't be disappointed! **What problems is Floify solving and how is that benefiting you?** Intaking a 1003 application, as well as document colletion. **Official Response:** > Hello, Alex! Thanks for sharing your feedback on Floify! We're happy to see you're enjoying our 1003 functionality and our platform's ability to help you provide clients with a secure place to collect sensitive documents. As far as your LOS is concerned, we've had several requests to integrate with Calyx Point and may offer this functionality in the future. Please stay tuned, as we partner and integrate with complementary systems regularly. Happy lending! The Floify Team ### 36. Floify **Rating:** 5.0/5.0 stars **Reviewed by:** Lori O. | Mortgage Loan Originator, Enterprise (> 1000 emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Floify?** Automated emails, ease of use, all team members know what docs have been provided. **What do you dislike about Floify?** At times borrowers have an issue logging in and they accidentally start a new loan. A more clear path for login may be helpful. **Recommendations to others considering Floify:** Get it! Makes your life easier and hopefully easier for borrowers too. **What problems is Floify solving and how is that benefiting you?** Easy to reject a document and provide an explanation of why what was provided does not work. No mis-placing of documents received via other avenues such as email. **Official Response:** > Hi, Lori! Thank you for your review of Floify. It's great to see that Floify's automated emails and document management capabilities have helped you deliver an easy-to-use platform to your company and borrowers. We appreciate your feedback on creating a more clear path for borrowers. We will share these concerns with our internal teams and look for ways to continue improving. Happy lending! The Floify Team ### 37. Easy to use for both clients and myself. **Rating:** 5.0/5.0 stars **Reviewed by:** Michael B. | Mortgage Banker, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2021 **What do you like best about Floify?** The milestone notifications, and the abilty to add necessary documents **What do you dislike about Floify?** Not always easy for clients to upload docs, they get confused when uploading multiple docs, pages. Perhaps the uploads need to be listed as "Previous year W2" and something else to ensure they are uploading 2 years worth. **Recommendations to others considering Floify:** The app for the mobile is the really the only area that I feel needs to be improved, there are NO functionality when using the mobile app **What problems is Floify solving and how is that benefiting you?** Communication with all parties is the number one thing that is resolved. By adding both sides to the communication, no one is left out. **Official Response:** > Hi, Michael! Thank you for your valuable feedback on Floify! We're excited to see you're enjoying our platform's milestone notifications and ability to upload/add required documents. Your feedback on multiple uploads is helpful, so we'll share this with our Engineering team and look for ways to improve. In regards to your feedback on our mobile app, we agree. The app does need improvement, which is why we're currently performing a complete overhaul of our apps for iPhone and Android. The work our designers and engineers have put into the new app is impressive and we think you'll love it. Please be on the lookout for the new Floify mobile app to hit both app stores later this year! Happy lending! The Floify Team ### 38. New user **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2021 **What do you like best about Floify?** Ease of use and automated communication with borrowers **What do you dislike about Floify?** It doesn't scratch my back and I have to pay for it **What problems is Floify solving and how is that benefiting you?** making communication with borrowers more routine and organized. Better response from borrowres **Official Response:** > Hello! Thank you for posting a review of Floify. We are thrilled to see the platform is helping to make communications with your borrowers more routine and organized, and your borrowers have responded positively to these improvements. If you would like additional help with maximizing the potential of Floify, please feel free to reach out anytime. Happy lending! The Floify Team ### 39. SEAMLESS **Rating:** 5.0/5.0 stars **Reviewed by:** Angel A. | Loan Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 26, 2021 **What do you like best about Floify?** user friendly interphase and experience with creating the prequal/approval letters was awesome. to add, uploading, reviewing and confirming docs uploaded were simple to use. **What do you dislike about Floify?** Ran into some trouble uploading from the mobile app, and resorted to actual website. but it was a minority of times that I experienced trouble. **What problems is Floify solving and how is that benefiting you?** I am not having to upload docs directly to my processor, they can simply download them from the website. **Official Response:** > Hi, Angel! We appreciate you taking the time to share your review of Floify. We're happy to see you experience with creating pre-qualification and pre-approval letters was positive. With regards to the issues you encountered with the mobile app, we are currently in the process of overhauling the app for all devices so you should see major improvements coming soon. We hope you enjoy them! Happy lending! The Floify Team ### 40. The Name Fits **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff G. | Mortgage Loan Originator , Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Floify?** The automatic Floify document request feature and auto syncing to my LOS saves time and makes sure the documents are stored securely. **What do you dislike about Floify?** There is nothing I really "dislike". If it synced to my CRM automatically, that would be great. **What problems is Floify solving and how is that benefiting you?** Automatic document collection and follow up requests when not received makes for less interruption in my day. **Official Response:** > Hi, Jeffrey! Thank you for sharing your feedback on Floify. Our document request/management features and LOS syncing are some of our most popular solutions for lenders. We have also integrated with several CRMs that may be able to offer more functionality than you currently have. If you would like to explore ways to simplify the connection between Floify and your CRM, please feel free to contact our support team at support@floify.com. Happy lending! The Floify Team ### 41. Floify Helped me More Than Quadruple My Business in Less Than 2 years! **Rating:** 5.0/5.0 stars **Reviewed by:** Mike R. | Mortgage Lender, Enterprise (> 1000 emp.) **Reviewed Date:** January 26, 2021 **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! **What do you dislike about Floify?** Nothing!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! **What problems is Floify solving and how is that benefiting you?** Before Floify document gathering and management was a very tedious, nightmare of a task. Not anymore! **Official Response:** > 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 ### 42. My thoughts on Floify **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2021 **What do you like best about Floify?** It is easy to use. I definitely find this a very user-friendly interface. **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. **Recommendations to others considering Floify:** It is easy to use but has a few glitches that need to be resolved. **What problems is Floify solving and how is that benefiting you?** It helps us get the job done. We can easily request documents from borrowers. **Official Response:** > 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 ### 43. Great website with excellent service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 21, 2021 **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! **What do you dislike about Floify?** I have no complaints or criticisms, the site is very easy to use. **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. **Official Response:** > 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 ### 44. Easy to use, consumer friendly **Rating:** 5.0/5.0 stars **Reviewed by:** John B. | Mortgage Professional, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2021 **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! **What do you dislike about Floify?** Would love a Mobile app integration to share easier with Clients. **What problems is Floify solving and how is that benefiting you?** Quicker to the Lead, Organized needs lists and weekly Loan Updates to my Referral Partners **Official Response:** > 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 ### 45. Free up Time and get new clients! **Rating:** 5.0/5.0 stars **Reviewed by:** Nick I. | Loan Originator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Floify?** The automation of downloading the 3.2 file and you are DONE! **What do you dislike about Floify?** The setup can be a little frustrating but once set you forget about it. **What problems is Floify solving and how is that benefiting you?** The time consuming an application process can take from my everyday. Free time to seek additional business. **Official Response:** > 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 ### 46. Great Service and always professional **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2021 **What do you like best about Floify?** It makes it very easy for our clients to continue to be informed throughout the loan process **What do you dislike about Floify?** currently, there is nothing that we dislike **What problems is Floify solving and how is that benefiting you?** Benefits are that our clients have a visual of where their loan is in process **Official Response:** > 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 ### 47. User friendly, straightforward, borrower-friendly. **Rating:** 4.0/5.0 stars **Reviewed by:** Kameron L. | mortgage broker, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2021 **What do you like best about Floify?** I enjoy having a link to share with potential borrowers as well as pre-created needs lists **What do you dislike about Floify?** I wish the needs lists were more specific to loan type **What problems is Floify solving and how is that benefiting you?** Avoiding jumping through several different online platforms to get a borrower into our application process. **Official Response:** > 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 ### 48. It is safer way to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2021 **What do you like best about Floify?** uploading document, downloading, requesting and use friendly **What do you dislike about Floify?** templates have less forms that we usually use but I still use this app **What problems is Floify solving and how is that benefiting you?** Nothing **Official Response:** > 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 ### 49. Makes the mortgage application process smooth! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Floify?** Applications from Floify automatically flow into our Encompass system. Borrowers can easily see requests and upload documents. **What do you dislike about Floify?** No complaints. The system is easy to use for most borrowers. **Recommendations to others considering Floify:** N/A. **What problems is Floify solving and how is that benefiting you?** Helps keep track of all documents needed. Time savings. **Official Response:** > 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 ### 50. Easy and fast! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2021 **What do you like best about Floify?** You can create flows quickly and it makes it easier to collect documents. **What do you dislike about Floify?** Needs to easier to add the realtors to partners **Recommendations to others considering Floify:** Get using this product sooner than later. **What problems is Floify solving and how is that benefiting you?** Easier to collect docs and effecient. **Official Response:** > 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 ## Floify Discussions - [What does Floify DO?](https://www.g2.com/discussions/what-does-floify-do) - 1 comment - [View Floify pricing details and edition comparison](https://www.g2.com/products/floify/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-23+08%3A25%3A30+-0500&secure%5Bsession_id%5D=d96274a0-d6ef-4265-865d-ca7a53ce54b7&secure%5Btoken%5D=d8e4714e986848f5cf6d9a9861fea2b31a9bf412465e145a66b3061d93d5191d&format=llm_user) ## Floify Features **Borrower Tools** - Borrower Portal **Agentic AI - Loan Origination** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Lender Tools** - Loan Pipeline - Credit Pull - Workflows - Mobility **Core Functionality** - Integrations - Customization - Document Management ## Top Floify Alternatives - [LendingPad](https://www.g2.com/products/lendingpad/reviews) - 4.7/5.0 (166 reviews) - [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) - 4.2/5.0 (61 reviews) - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) - 4.9/5.0 (92 reviews)