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Enterprise Layer Intelligence
Categories/Workflow Automation/Floify
Floify

Floify

Founded 2013

Manage mortgage applications and collect borrower documents through a digital portal

You can use Floify to manage mortgage applications and collect required borrower documentation through an online portal. Prospective homebuyers can submit loan applications online in minutes and track their loan status around the clock. Loan officers and mortgage brokers can automate document requests, send disclosure packets, and capture legally binding electronic signatures. By keeping borrower documents organized and advancing loan stages automatically, lending teams can cut days off closing timelines, maintain compliance, and communicate clearly with borrowers and real estate agents throughout the financing process.

What Floify does

Create digital loan application formsRequest required tax and income documents from borrowersSend disclosures for electronic signatureTrack status milestones of active mortgage filesConfigure loan pipeline automation rulesSend automated status notifications to borrowers and partnersOnline mortgage application portal for borrowersAutomated document collection and trackingBuilt-in eSign functionality for secure digital signingAutomated disclosure workflows and compliance checkpoints24/7 self-service portal for borrowers to monitor milestonesConfigurable loan pipeline workflows tailored to lending operations

Frequently asked

Floify eSign, Encompass, Calyx, Byte, LendingQB, DocuSign, Google Drive, Slack, Veri-Tax

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Floify, mortgage point of sale, loan origination system, digital mortgage, borrower portal, document collection, eSign, disclosure tracking, mortgage broker, loan officer, mortgage banking, credit union lending, clear to close, loan application, compliance management