# 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 June 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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.

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

4.7 (72)

Value For Money

4.8 (57)

Value For Money

4.7 (63)

Customer Service

4.9 (67)

Customer Service

4.8 (68)

## Floify alternatives

Highest Rated

[5.0 (14)](https://www.capterra.com/p/135272/LOAN-SERVICING-SOFT/reviews/)

Starting price

$500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.9 (35)](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/)

## FAQs about Floify

Overview

### Which roles and teams benefit most from Floify?

Floify is most used by mortgage lending teams, especially loan officers, loan originators, and mortgage consultants who collect borrower documents, track application progress, and streamline communication. Branch managers, owners, and executives use it to standardize workflows, improve team visibility, and keep loan pipelines moving efficiently, while administrative staff support onboarding and file coordination.

Answer based on 74 reviews

Overview

### What company size and specific industries is Floify built for?

Floify is designed for mortgage professionals and loan originators in the mortgage lending industry. It fits businesses of various sizes that manage loan applications, especially teams and firms focused on originating and processing mortgage loans.

Features and Usability

### What are the key features of Floify?

Floify includes core loan origination features like online applications, loan management, and configurable workflows, plus differentiators such as borrower document management through a secure client portal. Reviewers most often highlight document upload and tracking, automated reminders, milestone status updates for borrowers and agents, and integrations with loan origination systems.

Answer based on 25 reviews

Overview

### How does Floify help with the loan process?

Floify keeps the loan process moving with borrower checklists, milestone updates, and clear status visibility for lenders and realtors. Mortgage teams use templates, online applications, document collection, and reminders to reduce back-and-forth and keep files on track. Some users note setup takes time, and occasional glitches or workflow gaps need manual workarounds.

Answer based on 22 reviews

Integrations

### Which third-party tools and platforms does Floify integrate with?

Floify integrates with 16 third-party tools, including CRM and mortgage platforms such as Jungo, LendingPad, Encompass, and MeridianLink Mortgage. It also connects with document and storage tools like Docusign, Dropbox Business, Box, and Google Drive, plus Salesforce Sales Cloud, Slack, Plaid, Equifax, BytePro, Microsoft Azure, Surefire CRM, and eEndorsements.com.

Answer based on 7 reviews

Getting Started and Support

### What training and onboarding options does Floify offer?

Floify provides in person training, live online sessions, webinars, documentation, and videos to support team onboarding. In person and live online formats offer guided instruction, webinars cover scheduled group learning, documentation serves as written reference material, and videos support self-paced review of product features and steps.

Answer based on 3 reviews

Getting Started and Support

### What customer support options does Floify offer, and how do users rate the experience?

Floify offers email/help desk, a knowledge base, phone support, and chat. Users generally describe support as easy to reach, quick to respond, and helpful with training, setup, and questions. Some reviewers still want workflow changes, especially features that would let staff complete applications by phone when borrowers get stuck.

Answer based on 17 reviews

Features and Usability

### How well does Floify handle document management?

Floify keeps mortgage documents organized, visible, and easy to track for lenders, borrowers, and agents. Many loan teams value the secure upload portal, automated reminders, document status tracking, and rejection workflow for corrections. Some borrowers need extra help with technology, and a few teams mention duplicate requests or integration-related document routing issues.

Answer based on 25 reviews

Features and Usability

### Is Floify good for managing borrower documents?

Floify makes borrower document collection easier by centralizing requests, uploads, reminders, and review notes in one secure portal. Loan officers and branch teams like the clear checklist view, correction requests, and mobile-friendly borrower experience. Some teams want better handling for shared borrower documents, form packs, or multi-page uploads in the mobile app.

Answer based on 20 reviews

## 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/)

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Popular comparisons

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