--- 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: '2026-08-09' parent\_category: name: Loan url: https://www.g2.com/categories/loan --- # Floify Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Floify but has limited features. Are you part of the Floify team? [Upgrade your plan](https://my.g2.com/floify/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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](https://www.g2.com/sellers/floify) Discussions [Floify Community](https://www.g2.com/products/floify/discuss) Languages Supported English, Spanish Solution Type Best-of-Breed Overview by Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/floify/pricing) ## Top-Rated Alternatives [ ![Encompass Digital Mortgage Solution](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Encompass Digital Mortgage Solution") Encompass Digital Mortgage Solution 4.2/5(61) ](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) [ ![LendingPad](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "LendingPad") LendingPad 4.7/5(168) ](https://www.g2.com/products/lendingpad/reviews) [ ![nCino's Mortgage Suite](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "nCino's Mortgage Suite") nCino's Mortgage Suite 4.9/5(95) ](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) [ View All Alternatives ](https://www.g2.com/products/floify/competitors/alternatives) ## User Insights Average based on 57 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Payton J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Payton J.") PJ Payton J. Owner Mid-Market (51-1000 emp.) 7/6/2023 "I am a HUGE fan of Floify!" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Phillip F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Phillip F.") PF Phillip F. Mortgage Loan Officer Enterprise (\> 1000 emp.) 7/6/2023 "Best Online Application at a Great price" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Floify? I wish it would store the emails that get sent out Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AM Anna M. Operation assistant Small-Business (50 or fewer emp.) 11/17/2022 "Fast and Easy" 4.5/5 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") UB Verified User in Banking Mid-Market (51-1000 emp.) 7/6/2023 "Best System for Secure Docs!" 5/5 What do you like best about Floify? So easy to use. Super easy to accept or reject items Review collected by and hosted on G2.com. What do you dislike about Floify? I have not had any issues to report..... Review collected by and hosted on G2.com. What problems is Floify solving and how is that benefiting you? Getting correct documentation from borrowers Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Fernanda M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Fernanda M.") FM Fernanda M. Operations Assistant Small-Business (50 or fewer emp.) 7/11/2022 "Smart, fast and easygoing" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Mike M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mike M.") MM Mike M. President Small-Business (50 or fewer emp.) 5/23/2022 "Floify is fantastic!" 5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Raymundo R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Raymundo R.") RR Raymundo R. IT Manager Small-Business (50 or fewer emp.) 10/19/2022 "Great software to collect all docs from borrowers" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Michael C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael C.") MC Michael C. Onboarding and Technology Manager Mid-Market (51-1000 emp.) 2/14/2022 "AN excellent front end LOS to get applications, documents, and so much more." 5/5 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." Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from of Floify [Editedit](https://www.g2.com/survey_responses/floify-review-5342843/official_response/edit) 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 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller BA Bonnie A. Loan Officer Assistant Small-Business (50 or fewer emp.) 5/23/2022 "The Loan Originators Friend" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering Floify: Don't be afraid to ask questions. The support team at Floify is awesome! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Nick K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nick K.") NK Nick K. Private Lending Mid-Market (51-1000 emp.) 1/14/2021 "Why is Floify my #1 most recommended mortgage business tool?" 5/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Recommendations to others considering Floify: JUST DO IT! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from of Floify [Editedit](https://www.g2.com/survey_responses/floify-review-4555240/official_response/edit) 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 2/13/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Floify? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Floify ](https://www.g2.com/products/floify/discussions/new) GU Guest User • Last activity over 4 years ago What does Floify DO? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-does-floify-do) [ View all Discussions ](https://www.g2.com/products/floify/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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