--- 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: '2026-07-12' 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. Great program! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2021 **What do you like best about Floify?** Ease of use -intuitive use of the platform. **What do you dislike about Floify?** Floify is pretty helpful! No dislikes on my end. **What problems is Floify solving and how is that benefiting you?** Great platform to collect docs and follow with the pipeline. **Official Response:** > Hello! We appreciate you taking a moment to share your thoughts on Floify and are happy to see you're maximizing the potential of document collection and pipeline management. We have more great features coming soon, so stay tuned! Happy lending! The Floify Team ### 2. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Floify?** The seamlessness and productivity aspect **What do you dislike about Floify?** Inteegrations lack need more functioning crms **Recommendations to others considering Floify:** great product **What problems is Floify solving and how is that benefiting you?** customer transparancy **Official Response:** > Hello! Thank you for sharing your experience with Floify. We're happy to see you're enjoying the seamlessness and productivity-improvement aspects of Floify. We are continuing to partner and integrate with top solution providers, so please be on the lookout for more integrations being released in the near future. If there's a specific solution you would like us to integrate with, please feel free to contact our support team at support@floify.com. Happy lending! The Floify Team ### 3. Must have for any loan originator. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2021 **What do you like best about Floify?** Secure way of uploading files in an organized fashion. **What do you dislike about Floify?** 1003 can be improved. Same as some of the features about co-borrowers uploading files and filling out 1003. **What problems is Floify solving and how is that benefiting you?** Secure upload. Organized document collection. **Official Response:** > Hello! Thank you for taking the time to post what you like/dislike about Floify! We will share your feedback on our 1003 and uploading files with our Engineering team so we can look for ways to further improve the application process. Happy lending! The Floify Team ### 4. Great website **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Floify?** It’s helpful website to use at work Uploading a lot of documents **What do you dislike about Floify?** A little bit slow when trying to sign in **Recommendations to others considering Floify:** Use it it’s helpful **What problems is Floify solving and how is that benefiting you?** Getting the documents faster **Official Response:** > Hello! We appreciate you taking the time to share your experience with Floify. We occasionally experience issues with reduced page-load speeds on the platform; however, this is something we are continuously working to improve. Please be on the lookout for speed enhancements and other updates to Floify in the near future. Happy lending! The Floify Team ### 5. Loan Agent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2021 **What do you like best about Floify?** to be able to manage my clients loan flow **What do you dislike about Floify?** Sometimes its slow on getting the documents into Encompass **Recommendations to others considering Floify:** absolutely **What problems is Floify solving and how is that benefiting you?** none, I love the notifications Floify offers **Official Response:** > Hello! Thank you for providing a review of Floify. Loan flow management and email/text notifications are two of our most popular features, so we're thrilled to see you're using them to streamline your lending. If you ever run into issues with getting your documents into Encompass, please feel free to reach out to our support team at support@floify.com. Happy lending! The Floify Team ### 6. Easy Portal for Client Document Gathering **Rating:** 4.0/5.0 stars **Reviewed by:** Nicole R. | Mortgage Loan Originator and Operations Manager, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2019 **What do you like best about Floify?** I love how easy the interface is for clients to navigate. There are always going to be outliers, but most clients are able to use Floify without trouble. **What do you dislike about Floify?** I most dislike that there is little modification that you can do. We have a few suggestions over the years and they try to accommodate, but the software seems young still and I think there is opportunity to grow. **Recommendations to others considering Floify:** While our office uses it primarily for document gathering, there are a lot of other features like integration to Dropbox, 1003 application for borrowers to fill out that can convert to FNM files, and other cool things they are doing. The support staff is AMAZING though. They are there to help any time and can even do medial tasks (copying defaults to all users) that save a TON of time if you are revising your templates. The pricing is a little steep, but I think the value is definitely there if you are using all of the features! **What problems is Floify solving and how is that benefiting you?** It is much easier to have all document collection in one place. Our office is now half-remote so it allows all client documentation to stay in one place, instead of our clients emailing to one person and files getting lost in the shuffle. ### 7. Floify's Advantages **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah P. | Loan Coordinator, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2018 **What do you like best about Floify?** The option that Floify gives realtors to print their own pre-approval letters, after the lender has set the max approval amount, etc. in the system. This saves everyone time and can definitely help realtors out in a time pinch when the lender is unavailable. **What do you dislike about Floify?** There is nothing I dislike at this time. **Recommendations to others considering Floify:** GET ON THE BANDWAGON! :) **What problems is Floify solving and how is that benefiting you?** The advantage I previously listed is a huge business problem that Floify solves for us. Additionally, it is a great pipeline/organizational tool and it ensures that no documents are missed or overlooked. Nothing falls thru the cracks with Floify. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-13+13%3A56%3A11+-0500&secure%5Bsession_id%5D=be335382-ee0c-497c-bf79-f603ddbdbb47&secure%5Btoken%5D=69a5f54c4007999325f3b207fa466506452e198f5a35920b7a9246c52c27d401&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)