# Compare Floify vs Mortgage Automator 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Mortgage Automator and Floify based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/138124-191761/Floify-vs-Mortgage-Automator --- # Mortgage Automator vs Floify Features and Cost Comparison Last updated March 13th, 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: Mortgage AutomatorFloify2/4 selected [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (112)](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/) [## Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (112)](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 DP Based on [112 reviews](#user-reviews) Positive 112 Neutral 0 Negative 0 [## 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 ## Summary * * * Features in Loan Origination Software Best performer 47 / 50 Only Mortgage Automator - Accounting - Approval Process Control - Automated Decisioning/Underwriting 34 / 50 User satisfaction User satisfaction 4.9 User reviews[112](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 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 Price starts from Price starts from \-- - Free version - Free trial Price starts from $79Per User, Per Month - Free version - Free trial Best for Best for Private lenders, hard money lenders of all sizes: individual/family funds, administrators, GP LPs, mutual fund trusts, MICs, private equity funds. Best for Mortgage professionals and loan originators. ## User reviews Pros & cons DP Danny P. Manager > "The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both our investors and..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6330273) 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) 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 daily operations." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6283587) 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) 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 submission all the way..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6285679) 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) 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) 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 > "Additionally, if our issue goes beyond what this tool can offer, they have great customer service through their online chat that quickly resolves all of..." [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) AW Aidan W. Owner > "It’s particularly helpful for automating repetitive tasks and ensuring compliance. Despite some minor limitations, the benefits far outweigh the..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6828464) 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) AB Angela B. Administration for Private Mortgages > "Our journey started with onboarding and through in-depth training, with a purposeful approach to understanding our private lending business, while..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6285715) 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 when getting our..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___2632265) ES Emely S. Administrative Assistant > "Love the feature request board, which allows MA's team to review suggestions from its users and implement the most liked/requested" [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6333729) 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/) 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/) ## User interface 4.93 (112) [Floify](https://www.capterra.com/p/138124/Floify/) 4.84 (74) ### 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) 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) ### Recognition No recognitions have been awarded to Mortgage Automator No recognitions have been awarded to Floify ### Deployment & support 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 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 ### Company Details Mortgage Automator - By Mortgage Automator - Located in Canada - Founded in 2017 Floify - By Floify - Located in United States - Founded in 2012 ## Popular Comparisons [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.93 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Lendsqr](https://www.capterra.com/p/10003412/Lendsqr/)[4.46 (52)](https://www.capterra.com/p/10003412/Lendsqr/reviews/) Contact vendor for pricing Price $0/month 4.8 Features 4.6 4.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/191761-10003412/Mortgage-Automator-vs-Lendsqr) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.93 (112)](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/)[4.93 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Margill Loan Manager](https://www.capterra.com/p/79849/Margill-Loan-Manager/)[4.79 (48)](https://www.capterra.com/p/79849/Margill-Loan-Manager/reviews/) Contact vendor for pricing Price $4450one time 4.8 Features 4.6 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/79849-191761/Margill-Loan-Manager-vs-Mortgage-Automator) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.93 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [abcoa Deal Pack](https://www.capterra.com/p/96249/abcoa-Deal-Pack/)[4.79 (135)](https://www.capterra.com/p/96249/abcoa-Deal-Pack/reviews/) Contact vendor for pricing Price $99/month 4.8 Features 4.6 4.9 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/96249-191761/abcoa-Deal-Pack-vs-Mortgage-Automator) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.93 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Contact vendor for pricing Price $25/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)