# Compare Floify vs Mortgage Automator 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Floify and Mortgage Automator based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/138124-191761/Floify-vs-Mortgage-Automator

---

# Floify vs Mortgage Automator Features and Cost Comparison

Last updated July 9th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

FloifyMortgage Automator2/4 selected

[Floify](https://www.capterra.com/p/138124/Floify/)[4.8 (74)](https://www.capterra.com/p/138124/Floify/reviews/)

[Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/)

[## Floify](https://www.capterra.com/p/138124/Floify/)[4.8 (74)](https://www.capterra.com/p/138124/Floify/reviews/)

Starting Price

$79.00/month

Value-for-Money

4.8

Functionality

4.7

Ease of Use

4.7

Customer Service

4.9

Reviews Sentiment

AE

DK

AE

Based on [74 reviews](#user-reviews)

Positive

74

Neutral

0

Negative

0

[## Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.9

Functionality

4.8

Ease of Use

4.9

Customer Service

4.9

Reviews Sentiment

MF

Based on [116 reviews](#user-reviews)

Positive

116

Neutral

0

Negative

0

## Not a match? Find software alternatives tailored to your priorities.

These software suggestions are similar to those you’re currently comparing.

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Per Feature,Per Month

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User rating

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of reviewers  
rated it above 4 stars

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### HES LoanBox

4.9 (35)

* * *

Starting Price

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Other,Per Year

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User rating

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of reviewers  
rated it above 4 stars

* * *

### The Mortgage Office

4.8 (285)

* * *

Starting Price

Contact vendor for pricing

Free Trial

Free Version

* * *

User rating

97%

of reviewers  
rated it above 4 stars

* * *

### LendingWise

4.6 (72)

* * *

Starting Price

$149.00

Per User,Per Month

Free Trial

Free Version

* * *

User rating

90%

of reviewers  
rated it above 4 stars

* * *

## Send this comparison chart to my inbox

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

## Summary

* * *

Features in Loan Origination Software

34 / 50

Best performer

47 / 50

Only Mortgage Automator

-   Accounting
-   Approval Process Control
-   Automated Decisioning/Underwriting

User satisfaction

User satisfaction

4.8

User reviews[74](https://www.capterra.com/p/138124/Floify/reviews/)

Ease of use

4.7

Functionality

4.7

Value for money

4.8

Customer support

4.9

User satisfaction

4.9

User reviews[116](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/)

Ease of use

4.9

Functionality

4.8

Value for money

4.9

Customer support

4.9

Price starts from

Price starts from

$79Per User, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

Mortgage professionals and loan originators.

Best for

Private and hard money lenders across the US and Canada managing residential, commercial, and construction loans, from lean teams to high-volume operations looking to automate and scale.

## User reviews

Pros & cons

AE

Alan E.

Broker/Owner

> "The user interface is a little outdated, but Floify does what it needs to do in..."

[See full review](https://www.capterra.com/p/138124/Floify/#Capterra___4669080)

SS

Sharlene S.

mortgage advisor

> "some features I cannot figure out and don't use them"

[See full review](https://www.capterra.com/p/138124/Floify/#Capterra___3922945)

[View Reviews](https://www.capterra.com/p/138124/Floify/reviews/)

Mark F.

Director of Lending

> "I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7074359)

ST

Samantha T.

Team Lead, Default Recovery

> "There is not auto-save function, so any information added and not saved before navigating to a different section will be lost."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6341606)

KM

Kelsey M.

Client coordinator

> "Makes our job very smooth and hassle free ( most of the time )"

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7168145)

JN

John N.

Consultant

> "Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6336063)

HA

Heather A.

Credit Analyst

> "I am new to the credit analyst role and have found mortgage Automator quite easy to become accustomed to."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7167085)

BL

Bradley L.

CFO

> "The CA DRE has specific forms we need for each closing and they can be a pain. "

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6285679)

AW

Aidan W.

Owner

> "It’s particularly helpful for automating repetitive tasks and ensuring compliance. Despite some minor limitations, the benefits far..."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6828464)

JN

John N.

Consultant

> "Custom documents can be created however the feature is not user friendly."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6336063)

DP

Danny P.

Manager

> "The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both..."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6330273)

KF

Katie F.

CPO COO

> "It can cause disruption to our operations and be frustrating at times."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6304917)

HG

Hercules G.

Chief Operations Officer

> "The platform's customization capabilities allow it to adapt effortlessly to our specific needs, making it an invaluable tool in our..."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6283587)

DL

David L.

Manager

> "The biggest issue is the investor capital management."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6302868)

BL

Bradley L.

CFO

> "The platform's customizability coupled with the user friendly interface has been a game changer for our loan process from initial..."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6285679)

LH

Lauren H.

Senior Mortgage Underwriter

> "wow, now I am stumped. If I had to find a negative; it is that we have a unique business and there was a little pain in the beginning..."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___2632265)

AN

Asher N.

Chief Operating Officer

> "The origination and loan servicing parts are great and helpful on the day to day tasks."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6512391)

AM

Adam M.

Principal Broker

> "I'm sure there are ways to improve this software but I can't think of any at the moment."

[See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___2871703)

[View Reviews](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/)

## User interface

[Floify](https://www.capterra.com/p/138124/Floify/)

4.84 (74)

[Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)

4.92 (116)

### Features

Floify

34/50

-   Accounting
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Trail
-   Automated Decisioning/Underwriting
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Configurable Workflow
-   Contact Management
-   Customer Database
-   Customer Management
-   Customizable Branding
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Digital Signature
-   Document Management
-   Document Storage
-   Document Templates
-   Electronic Payments
-   Electronic Signature
-   Financial Analysis
-   Financial Management
-   Generative AI
-   Lead Management
-   Loan Management
-   Loan Portfolio Management
-   Loan Processing
-   Multi-Company
-   Online Applications
-   Payment Collection
-   Pipeline Management
-   Pricing Management
-   Real-Time Reporting
-   Reminders
-   Reporting & Statistics
-   Rules-Based Workflow
-   Secure Data Storage
-   Self Service Portal
-   Status Tracking
-   Task Management
-   Task Scheduling
-   Template Management
-   Third-Party Integrations

[See all features](https://www.capterra.com/p/138124/Floify/#features)

Mortgage Automator

Top features

47/50

-   Accounting
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Approval Process Control
-   Audit Trail
-   Automated Decisioning/Underwriting
-   Client Management
-   Client Portal
-   Communication Management
-   Compliance Management
-   Configurable Workflow
-   Contact Management
-   Customer Database
-   Customer Management
-   Customizable Branding
-   Customizable Reports
-   Customizable Templates
-   Data Import/Export
-   Digital Signature
-   Document Management
-   Document Storage
-   Document Templates
-   Electronic Payments
-   Electronic Signature
-   Financial Analysis
-   Financial Management
-   Generative AI
-   Lead Management
-   Loan Management
-   Loan Portfolio Management
-   Loan Processing
-   Multi-Company
-   Online Applications
-   Payment Collection
-   Pipeline Management
-   Pricing Management
-   Real-Time Reporting
-   Reminders
-   Reporting & Statistics
-   Rules-Based Workflow
-   Secure Data Storage
-   Self Service Portal
-   Status Tracking
-   Task Management
-   Task Scheduling
-   Template Management
-   Third-Party Integrations

[See all features](https://www.capterra.com/p/191761/Mortgage-Automator/#features)

### Recognition

No recognitions have been awarded to Floify

Mortgage Automator

Best Value Loan OriginationSoftware (2024) 

### Deployment & support

Floify

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Mortgage Automator

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Floify

-   By Floify
-   Located in United States
-   Founded in 2012

Mortgage Automator

-   By Mortgage Automator
-   Located in Canada
-   Founded in 2017

## Popular Comparisons

[Floify](https://www.capterra.com/p/138124/Floify/)[4.84 (74)](https://www.capterra.com/p/138124/Floify/reviews/)

vs

[BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)[4.52 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/)

$79/month

Price

$165/month

4.7

Features

4.4

4.7

Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/37032-138124/BNTouch-vs-Floify)

[Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/)

vs

[LendingWise](https://www.capterra.com/p/166706/LendingWise/) [4.64 (72)](https://www.capterra.com/p/166706/LendingWise/reviews/)

Contact vendor for pricing

Price

$149/month

4.8

Features

4.4

4.9

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/166706-191761/LendingWise-vs-Mortgage-Automator)

[Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/)

vs

[The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[4.82 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/)

Contact vendor for pricing

Price

Contact vendor for pricing

4.8

Features

4.7

4.9

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/9277-191761/The-Mortgage-Office-vs-Mortgage-Automator)

[Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/)

vs

[Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/)[3.51 (53)](https://www.capterra.com/p/73554/Calyx-Point/reviews/)

Contact vendor for pricing

Price

Contact vendor for pricing

4.8

Features

3.5

4.9

Ease of Use

3.5

[View full comparison](https://www.capterra.com/compare/73554-191761/Calyx-Point-vs-Mortgage-Automator)

[Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/)

vs

[Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/)

Contact vendor for pricing

Price

$40/month

4.8

Features

4.7

4.9

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/130149-191761/bpm-online-CRM-vs-Mortgage-Automator)

[Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/)

vs

[Plaid](https://www.capterra.com/p/174384/Plaid/)[4.39 (105)](https://www.capterra.com/p/174384/Plaid/reviews/)

Contact vendor for pricing

Price

Contact vendor for pricing

4.8

Features

4.4

4.9

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/174384-191761/Plaid-vs-Mortgage-Automator)