# Floify Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Floify Software - reviews, pricing plans, popular comparisons to other Mortgage products and more. Source: https://www.capterra.com/p/138124/Floify --- # Floify Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Floify ## What is Floify? Understanding how the unique needs of mortgage professionals vary, Floify has constructed the industry's most configurable solution that has the flexibility to accommodate any lending company's desired workflow. We unify the borrower’s journey with a single platform for all homeownership tasks, from pre-approval to clear to close, to home ownership and eventual refinance, streamlining the consumer’s homeownership journey while providing an unbeatable lead generation and retention tool for LOs. ## What is Floify used for? [Loan Origination](https://www.capterra.com/loan-origination-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/) Top alternative Featured Overall rating Based on 74 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $79 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Floify?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://floify.com/&name=Floify) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Floify 4.8 (74) VS. [4.9 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting Price $79 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (74) Ease Of Use 4.9 (72) Value For Money 4.8 (57) Value For Money 4.9 (63) Customer Service 4.9 (67) Customer Service 4.9 (68) ## Floify alternatives [4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.9 (26)](https://www.capterra.com/p/254642/HES-LoanBox/reviews/) Starting price $75000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.9 (8)](https://www.capterra.com/p/193776/Centrex-CRM-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [LendingWise](https://www.capterra.com/p/166706/LendingWise/) [4.6 (72)](https://www.capterra.com/p/166706/LendingWise/reviews/) Starting price $149.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/166706/LendingWise/) [View all alternatives](https://www.capterra.com/p/138124/Floify/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Document Management 4.8 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Loan Management 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Distribution and delivery of funds to approved borrowers Loan Processing 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Collect, organize, and prepare loan information to send to the lender for approval Online Applications 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Ability to fill out and submit application forms on the web Audit Trail 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. Compliance Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Floify 40 features Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Searchable database of information about loan borrowers Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Configure existing workflows to meet your organization's needs Report customer payment history and outstanding debts to credit bureaus Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Store and organize information about customers and previous interactions Add customized logos and colors to align with company branding Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Electronic signing method that validates the authenticity and integrity of a digital document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Digitally sign online documents Used by brokers Store information about leads or contacts and track, manage and nurture them throughout the sales process Distribution and delivery of funds to approved borrowers Process of securing a loan from a bank or any other lender. Collect, organize, and prepare loan information to send to the lender for approval Manage the accounting and financial aspects of multiple locations or companies in a single location Ability to fill out and submit application forms on the web Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Tool used to determine accurate pricing and product eligibility for borrowers Active reporting of data and metrics Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Features 4.7 (69) 4.7 Based on 69 reviews ## Pricing Value for money 4.8 (57) Free Trial Basic $79.00 Per User,Per Month Value for money 4.8 (57) 4.8 Based on 57 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Box](https://www.capterra.com/p/148766/Box/)[ Microsoft Azure](https://www.capterra.com/p/16365/Azure/)[ LendingPad](https://www.capterra.com/p/171891/LendingPad/) ## Support, customer service and training options Customer Service 4.9 (67) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (67) 4.9 Based on 67 reviews ## User reviews Overall rating 4.8 Based on 74 reviews Filter by rating 5(62) 4(12) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DK David K. Broker Real Estate ### "application ease" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 7, 2024 My experience had been good. I am a happy customer. Pros It is easy for my clients to use...no complaints from them. Cons You can add features that would make it easier for integrating with LOS'. Also allow application data to be kept longer. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SL Sophie L. Broker Owner Real Estate ### "Floify is Awesome to work with! " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 7, 2024 Excellent , ease to use and good really customer service, friendly staff Pros Ease of use great customer service . Always provide response to inquiries quickly Cons That you can only have 2 borrowers per loan Floify, would love to see that we could option to have 4 borrowers Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RR Raymundo R. System Administrator Real Estate ### "Amazing Platform but Comes at a cost" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 25, 2023 It was great a bit tough to learn at first but does an amazing job at doc collecting and organizing loan docs. Pros How it notifies all borrowers and encourages them to complete the application and reminds them on submitting all paperwork in a timely manner. Cons The price is the thing I liked the least. We consider this platform a luxury tool for all mortgage professionals. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AE Alan E. Broker/Owner Real Estate ### "Best in class POS" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 March 17, 2023 The user interface is a little outdated, but Floify does what it needs to do in spectacular fashion. Very happy with the product and the customer service. Pros My customers report that it is super easy to use and the integration with Lending Pad works seamlessly Cons The idea that Floify tried to market insurance services to my clients without my knowledge or consent Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Sharlene S. mortgage advisor Financial Services ### "Floify Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 5, 2022 Keeps my documents organized Pros user friendly, clients understand how to upload Cons some features I cannot figure out and don't use them Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WD Wendy D. Sr. Loan Officer Financial Services ### "Great Customer & Agent Experience!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 25, 2020 I love using Floify. It helps keep my team organized as well creates a seamless process to the client and Realtor. Everyone loves the milestone updates and I love how it's customizable. The agents love being able to print the pre-approval letter on the spot. Pros The milestone updates and the fact that the agent can print their own pre-approval letters saves me a lot of time. Cons Clients have said that it can be "glitchy" at times. I would also like to be able to differentiate between purchases and refinances so I can disable my milestone vidoes for refinances. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RL RICK L. Branch Manager Real Estate ### "Great secure portal " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 25, 2020 I have clients comment on how easy it is to upload their sensitive documentation to the portal the feeling we knowing that it was sent via normal email Pros Love that clients can upload doc safely Cons BWould like to stay on same page once approving document Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KH Karen H. Sales manager Financial Services ### "Floify review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 25, 2020 Everyone in my company loves it. Pros It makes signing document really easy. Uploading items is fast and easy Cons There is nothing I don’t like. It is easy to learn and use. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JP Joshua P. Loan Officer Financial Services ### "User Friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 18, 2020 Amazing! Pros This product is very user-friendly which makes easy for our clients and us. Cons There is nothing to complain about for this software. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 24, 2020 Hey Joshua, thank you for taking the time to submit a review of Floify. We are thrilled to see that the usability of the solution is working well for you and your borrowers! SI Sarah I. Production Manager Financial Services ### "Streamlined" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 18, 2020 Pros this streamlines the process for our customers, making the process of obtaining home financing less stressful Cons not being able to adjust notifications specific to borrowers (all notifications are blanket templates that all customers receive the same communications, and can't be adjusted individually Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 24, 2020 Hi Sarah, thank you for writing a review of Floify. We are happy to see the solution has streamlined the lending process and made things less stressful for your borrowers. We appreciate your feedback on the customizations, too, and will share this with our product development team. [View all Reviews](https://www.capterra.com/p/138124/Floify/reviews/) Popular comparisons [Mortgage Automator vs Floify](https://www.capterra.com/compare/138124-191761/Floify-vs-Mortgage-Automator) [nCino’s Mortgage Suite vs Floify](https://www.capterra.com/compare/138124-169464/Floify-vs-The-Nexus)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)