We help automate your loan origination process so you get more done every day.
Let us focus on growing your business while you focus on serving Schedule a personalized demo with one of our mortgage software specialists.
- Generate a predictable stream of organic leads
- Automate the loan opening process
- Effortlessly send real-time updates to clients
- Scale your production with smart automation
- Automate your online reputation with high-quality reviews
- Complete and submit our secure demo form to schedule your demo day and time.
Enjoy the benefits of a modern mortgage workflow
Personalized Intake System
Your easy to implement chat box will collect the name,
phone number and email of potential borrowers during a conversation and automatically add them to your lead pipeline where they can receive your automated follow-up emails, texts and marketing campaigns.
- Customize button colors and text
- Create a unique, co-branded page for any referral partner
- Integrate your Optimal Blue PPE for real-time rate calculators
Appointment Automation
Floify’s web-based loan application helps LOs give their borrowers the modern digital experience they expect. Fully-customizable, branded, and with tons of built-in automation features, our loan app is setting the standard for 21st century mortgage lending.
- Support for the new URLA + MISMO 3.4 file
- Collaborate in real-time with Co-Pilot
- Automatically generate document needs to keep borrowers moving forward
- Easy to enable Spanish subtitles
Lead Nurture
Whether it’s you or your processor doing the job, collecting docs and conditions is rarely a smooth process. With Floify, borrowers know exactly what they owe, get notifications and reminders to keep them on track, and can securely upload to their loan file from any device.
- Secure, intuitive borrower portal
- Built-in or integrated eSignature options
- Gentle reminders about pending document requests and unfinished applications
Get Started Today!
No Credit Card required
We’re confident you’ll love
your results, so there are no
contracts and no hassles.
Post Close Referred Campaigns
Whether you have an existing Docusign account that you love, or want to take advantage of the native Floify E-Sign solution, empowering your borrowers to sign disclosures and authorizations has never been easier.
- Modern, mobile-friendly native Floify E-Sign (included with all plans)
- Seamless integration with Docusign
- Enterprise-grade Floify Disclosure Desk
Centalize Communications
Whether you have an existing Docusign account that you love, or want to take advantage of the native Floify E-Sign solution, empowering your borrowers to sign disclosures and authorizations has never been easier.
- Modern, mobile-friendly native Floify E-Sign (included with all plans)
- Seamless integration with Docusign
- Enterprise-grade Floify Disclosure Desk
Let us focus on growing your business
while you focus on serving.
Our easy-to-use platform helps LOs build a more efficient workflow so they can save time, increase satisfaction and provide a modern, mobile-friendly mortgage experience for borrowers.
Want to work with us to get similar results?
Book an introduction call with our team now.
- Are you a small- to medium-sized business?
- Are you spending thousands of dollars each month on marketing without getting the quality leads you want?
- Do you want an easier way to turn the dollars you’re spending on marketing into new customers?
- Are you struggling to find time to follow up on the leads you have?
- Do you want to get off the phone and have more time to focus on existing clients while still getting lots of new clients?
- Do you want to grow your business to a size you’ve only dreamed of?
Mobile App
