# Floify Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Floify the right Mortgage solution for you? Explore 74 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/138124/Floify/reviews --- Floify 4.8 (74) [View alternatives](https://www.capterra.com/p/138124/Floify/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Floify Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews AE Alan E Broker/OwnerReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “The user interface is a little outdated, but Floify does what it needs to do in spectacular fashion.“ March 17, 2023 SS Sharlene S mortgage advisorFinancial Services, 51 - 200 employeesUsed the software for: 1-2 years. “some features I cannot figure out and don't use them“ October 5, 2022 DK David K BrokerReal Estate, Self-employedUsed the software for: 1-2 years. “It is easy for my clients to use...no complaints from them.“ February 7, 2024 AE Alan E Broker/OwnerReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “Very happy with the product and the customer service.“ March 17, 2023 ## Showing most helpful reviews Showing 1-25 of 74 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Guy M. Sr Loan Officer Financial Services Used the software for: 2+ years ### "Documentation upload allows my clients seemless access with security" May 14, 2018 5.0 Ease of receiving requested documentation greatly enhances the borrower experience and provides a end to end solution for documenting loans in a way that the old postal mail, email and fax could never accomplish. Pros Ease of use allows for clients to provide sensitive personal information over a secure site. With mortgage specific personal information, clients are aware and benefit from Floify. Cons Although Floify continues to improve and add features to this product, the price-point and value exceed expectations. Review Source Response from Floify August 6, 2018 Hey, Guy! Thanks so much for your glowing review of Floify. We are so happy to hear that our platform is providing exceptional value to your business. All of us here at Floify wish you and your team the utmost success at American Financial Lending, Inc. Thanks again for your review and for using Floify! ST Shanna T. Branch Manager Banking Used the software for: 1-2 years ### "So very close to perfect... " October 2, 2019 5.0 Overall it has really been a game-changer for efficiency and customer experience. We love it! Pros Floify has really improved our team workflows and customer experience. It has eliminated "lost documents" that have been emailed to a team member. It has eliminated duplicate requests for the same document from the client. It has streamlined workflows and increased efficiency. We love it and a couple of small development tweaks would make it perfect in every way. Cons There are 2 things I would change that would make a HUGE difference. 1) Add DOB to the loan flows. This is a critical component that will allow us to sync our software to both Jungo and Encompass without creating duplicates. Right now we spend a good amount of time merging duplicates in Jungo because this field doesn't exist. The problematic workflow is that we create a contact in Jungo... manually push to floify from Jungo... Floify automatically pushes to Encompass... Encompass syncs back with Jungo based on DOB and name. Without the DOB encompass doesn't recognize that the contact exists in Jungo and a duplicate is created. 2) Allow the loan officer to complete or finish the application on behalf of the client. This would greatly improve the customer experience by allowing the application to be taken over the phone (start to finish) or completed over the phone if the customer gets stuck or confused. What would it take to have these changes programmed? They would be so immensely valuable to us. Alternatives considered [Blend](https://www.capterra.com/p/189005/Blend/) Reason for choosing Floify Benchmark recommended based on great support and collaborative development of the software. Review Source Response from Floify October 9, 2019 Hi Shanna, thank you for taking the time to leave a candid review of your experience with Floify. We are happy to see that our point-of-sale solution has improved your team workflows and customer experience. With regards to the issues you pointed out, DOB can be added to your loan flows by using our Custom Fields functionality if you would like help with setting this up, please feel free to contact our Support team. Also, the ability for a loan officer to complete an application is coming soon with our "co-piloting" functionality, so please stay tuned for that! AE Alan E. Broker/Owner Real Estate Used the software for: 1-2 years ### "Best in class POS" March 17, 2023 5.0 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 FS Frederick S. Branch Manager Financial Services Used the software for: 6-12 months ### "I love it! " October 30, 2019 5.0 Pros Floify is everything that I was looking for Cons I should be able to include my personal team (processor’s) without additional cost. Switched from [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) It wasn’t everything that I was looking for. Review Source Response from Floify February 24, 2020 Hey Frederick, thank you for the fantastic review of Floify! We are happy to see that our solution is everything you were looking for. We are constantly rolling out new features, so you should be seeing more great things soon! SL Shawnyce L. Underwriter Financial Services Used the software for: 1-2 years ### "Time saver!" November 28, 2019 4.0 Overall, Floify has saved me a lot of time, headaches and grief, I would highly recommend this system to anyone looking for a better and more balanced work life. Pros It is a secure way to transmit documents between clients and myself, which in the age we are living in is so crucial. It has drastically cut down on the number of emails that I receive from clients as I am no longer updating a condition list via email every time a client sends me a document. Almost all of my clients have had no problem learning and using Floify, the few who refuse to use it are skeptical of any online document transmission. Every time I had to use the support team, they responded right away and they were always able to help and very friendly. Cons The number of emails clients receive was excessive, mainly because some clients took a very long time to satisfy conditions but almost all of them got very frustrated after a while. I had to turn off my auto-update emails for all clients and now they only receive an update when I prompt the system to or when I accept/reject documents. Note that you can control the number of days that you send it, but I found that with the maximum setting (4 days) it was still excessive and the clients were getting very annoyed. That being said, I have been having a great experience with turning this off, and would probably recommend turning off the auto check-ins anyway. I keep in contact with my clients often enough that they do not need to also receive auto emails from my as well. Reason for choosing Floify An agent in our office had been using it and spoke highly of it. Review Source Response from Floify February 24, 2020 Hi Shawnyce, thank you for taking the time to write a detailed review of Floify. We appreciate you sharing how you were able to customize notifications to make your borrowers' experience more enjoyable. We hope you're enjoying your more balanced work-life with Floify! RC Richard C. Branch Manager Financial Services Used the software for: 2+ years ### "Using the Floify System " October 30, 2019 5.0 Certainly the most important issue is Floify stays in contact with the borrower on what is needed and allows the realtors to monitor progress with the buyers so they can assist in getting information need to keep the process flow going on the loan. Pros This system is simple to use once you are trained on how the process works simple is always better and the borrowers like how it woks and they have no problem uploading the docs into the system. Cons Initially there were some features i would have liked to have some have been incorporated for me and a few still outstanding for me it is important for me to see the realtor on the initial screen this has been provided it would be nice for use to be able to move around information as needed. Reason for choosing Floify All of the above are to complicated to do regularly on a hour by hour bases anyone who has very high volume of borrowers knows simple is best both for your team and the borrowers the more complicated the process the more room for error. Floify keeps the process manageable for both my team and the borrowers Review Source Response from Floify February 21, 2020 Hi Richard! We appreciate you taking the time to provide feedback on Floify. The borrower communications are one of our more popular features and we're happy to see that it's working well for you. If there's anything we can do to make your experience with Floify any better, please let us know! Sarah P. Mortgage Loan Originator Financial Services Used the software for: 1-2 years ### "Floify covers a wide range of needs" May 10, 2018 5.0 There are many benefits of this software - mainly increasing accurate and timely communication with clients. Pros Being able to have a secure portal that clients can download/upload to/from. Floify is super easy to learn and use, and my entire team implements it daily. Cons Some templates/features in Floify are not able to be changed or deleted. For example, the option to put "closing date," etc. Review Source Response from Floify June 1, 2018 Hi there, Sarah! Thank you for your thoughtful review of Floify. We love hearing that the software is easy to use for our customers and that lender teams are able to communicate more easily with their borrowers! We strive to make the system as flexible and customizable as possible, and we apologize if some options you were seeking weren't easily available. Please reach out to our Support team if you would like them to take a look at your templates to make sure they're setup the way you'd like. Thanks again for your kind words; Floify always appreciates your feedback! Jeremy L. Mortgage Expert Financial Services Used the software for: 1-2 years ### "overall, it's been excellent." May 10, 2018 5.0 Pros Love how much time it saves me! And the support from Floify is unreal. Problems are fixed very quickly. Cons Would like to have it a little simpler for customizations (email specifically) and it would be nice to have more cuztomization of the the reminders (being able to set specific times for certain clients). Review Source Response from Floify August 6, 2018 Hey, Jeremy! Thanks so much for your great review. The Floify team is so excited to hear that our system saves you time and responds quickly to issues; it's our main goal! One of the system's greatest assets is the ability to customize communications to meet the needs of our customers. We appreciate your feedback on those features! Thanks again for your review of Floify. We wish DLC Canadian Mortgage Experts the utmost success! Becky M. Executive Administrative Assistant and 2nd level IT at Benchmark Mortgage Used the software for: 6-12 months ### "Fantastic! Best software for keeping documents organized" May 10, 2018 5.0 Made my job and my coworkers job much easier! Pros It is easy for our customers to use to upload documents. It is also very easy for us to retrieve the documents. It syncs with our marketing and originating software perfectly too! Cons Nothing! It is great! We have been more organized and running much better since implementing this software in our company. Our turn times have doubles and are just getting better. Everyone should use this! Review Source Response from Floify June 1, 2018 Hi, Becky! We are so happy to hear that you love our software. The Floify team is all about making it easier for lenders to connect with borrowers in an efficient and effective way! Thanks so much for your glowing review; we really appreciate it! Floify hopes Benchmark Mortgage continues to succeed with our system. Gregory L. LO Information Technology and Services Used the software for: 6-12 months ### "Floify review" December 4, 2018 5.0 Pros excellent integrations, ease of use for client facing pos Cons There are not any really significant drawbacks to this program Review Source NE Neil E. COO Used the software for: 6-12 months ### "The software is easy to use and in most cases, self explanatory." May 14, 2018 5.0 Pros The borrowers and realtors are connected to see what is happening during the process of the loan. Cons Needs flexibility to working with Office 365 interface - emailing directly from O365 accounts - working integrations with One Drive for Business. This way we do not have to purchase additional accounts with dropbox and others. Review Source Response from Floify June 1, 2018 Hey, Neil! Thanks so much for your considerate review of our system. We love hearing that our customers are well-connected with realtors and their borrowers. Although we don't integrate with Office 365 at this time, Floify does offer unlimited secure cloud storage for your business. If you have any questions about this part (or any other part) of our platform, please feel free to reach out to our Support team! Thanks again for your review, Neil; we really appreciate the honest feedback! CG Carri G. Senior Loan Officer Financial Services Used the software for: 6-12 months ### "So easy to use and keep track of everything" May 10, 2018 5.0 Its the easiest way to keep track of documents requested and submitted - best way to give FYI info and see the borrower acknowledged it. Gives an easy way to ask for documents needed and not forget anything - the app for borrowers to use on their phone is great (wish it would take multiple pages though) Pros That its on line - multiple users - someone really used their brain when designing this - so easy to use - Cons Would like a better way to use form packs when requesting documents - would like a video to send to realtors how to log on and write pre-approval letters Review Source Response from Floify August 6, 2018 Hi, Carri! Thanks for your considerate review of Floify. The Floify team is so happy to hear that our system is easy to use and helpful for lender/borrower communication. Actually, we are currently in the process of creating new video content. A "How To" on pre-approval letters is a great idea. We also appreciate your feedback on our quick packs feature. Thanks again for your review, and we wish Union Home Mortgage the utmost success! jM jennifer M. Loan Officer Real Estate Used the software for: 1-2 years ### "Overall I love Floify and the ease of use. " May 17, 2018 5.0 Pros It helps my team and I stay connected and in the loop on where each of our buyers are and what is outstanding on their loan during the process. Most clients also appreciate the same. Cons I wish I could copy my Realtor partner on all emails that are sent out to the clients or at least send them a notification to let them know that there are still documents pending. Review Source Response from Floify May 31, 2018 Hi, Jennifer! Thank you for your awesome review of Floify! We are thrilled to see the platform helps you and your team stay connected to your borrowers throughout the loan process. Great suggestion to include Realtor partners on emails/notifications from Floify! We will pass this idea along to our Product team for consideration in a future update. AR Anna R. Branch Manager Used the software for: 2+ years ### "great system for working with clients" May 14, 2018 5.0 Pros tracking of documents is a great feature, you know exactly what the client has sent in and what is still needed. Cons making changes to needed documents after flow is created is a bit difficult to find. Also stopping the auto reminders is hard to find too Review Source Response from Floify August 6, 2018 Hi there, Anna! Thank you for reviewing Floify. Our team is so happy to hear that you enjoy utilizing the tracking documents feature within our system. Thank you for your feedback about the usability of the system. We will pass along your suggestions to our product team! We wish you and your team the utmost success as you continue to use Floify within your company. OO Oliver O. Team Leader Real Estate Used the software for: Less than 6 months ### "Within 2 months our team's document struggles disappeared. Buyers LOVE Floify." May 31, 2017 5.0 Too many to list. Ease of use, encryption and security, incredible user experience. Pros It's incredible straight forward, easy to use and simple to set up and operate from a Lender standpoint. The ease of use and buyer experience is also top notch. Our referral partners love being in the loop when it comes to their buyers documents and the ability for them to easily and quickly create pre-approval letters within the parameters we set is a vital tool to build our relationship with them. Cons We have it linked with our Box.com account for encryption and cloud storage and unfortunately there is no way to link the Floify folder with our internal buyer folder. Minor hurdle. An intro video for the tutorial would be really helpful. VERY small details. Review Source Response from Floify May 31, 2018 Hi, Oliver! Thank you for being a long term, dedicated user of Floify! And thank you for your kind words about your experience with using the platform. We are always creating new content, including help videos and tutorials, which can be found at help.floify.com. We will add your suggested intro video to our list and plan to have that available very soon. RC Rich C. Mortgage Consultant Banking Used the software for: 1-2 years ### "My experience with Floify has been great." June 4, 2018 4.0 Improved the process of gathering borrower docs. Pros I like that the software is user-friendly and I can easily request documentation from my clients upfront. Cons After adding additional request's I would like to be in control of when the email requesting the documentation is sent. I've had times where I go to add another request and the client ends up with several emails. Review Source Response from Floify August 6, 2018 Hi there, Rich! Thanks so much for reviewing Floify! We are so happy to hear that your experience with our system has been positive. Also, thank you for expressing your concern about the documentation emails. The good news is that Floify does have a configuration that will allow you to send those notices manually, at your discretion. Our Customer Support team will reach out soon and provide guidance so you can get that going! Thanks again for your great review! All of us here are Floify wish Patriot Home Mortgage the utmost success! WL Wes L. Loan Originator Used the software for: 1-2 years ### "It simplifies the doc gathering process." May 14, 2018 5.0 Pros The ease the customers can upload all the items needed to process, underwrite, and fund a loan. They do have to worry about driving docs to the office OR unsecurely sending us docs through email. Cons I wish you could "push" the items in our LOS easier. We need to download and sort items needed to our LOS. Review Source Response from Floify August 6, 2018 Hi there, Wes! We really appreciate you taking the time to review Floify. It's great to hear that you and your customers are enjoying the simple document gathering process. We would like to mention that Floify does integrate Encompass for Bay Equity in order to push docs directly to the LOS. If the integration is not active on your account, please reach out to our Support team for their assistance, and they would be happy to help you set up this feature! Thanks again for your review! Our team wishes Bay Equity the utmost success. RW Robert W. Branch Manager Real Estate Used the software for: 1-2 years ### "Great program" May 10, 2018 4.0 Pros Easily requests and stores client documents and updates them on each milestone throughout the loan process Cons The software can be a bit cumbersome to set up but once it is set up it is a real time saver for all parties in the loan transaction Review Source Response from Floify June 1, 2018 Hi there, Robert! Thanks so much for your kind feedback. The Floify team is happy to hear that you are enjoying the 'updates' feature of our system. We appreciate your honest comment about setting up the software. Our team understands that the many configurations can be a bit overwhelming. If you need assistance with the Floify software in the future, please reach out to our support team. They would love to help out! Thanks again for your review. We hope Benchmark Mortgage continues to succeed with Floify. KH Karen H. Sales manager Financial Services Used the software for: 6-12 months ### "Floify review " February 25, 2020 5.0 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 tH teri H. Mortgage loan originator Real Estate Used the software for: Less than 6 months ### "fast smart system" October 1, 2019 5.0 My overall experience has been extraordinary. I must say that Floify Rep has been amazing. He offers training which is easy to follow and is always available whenever you call and if he's not there's another floify customer service rep that is easily available. Pros What I like most about floigy is the advanced technology and support syafg which keeps everybody informed from A to Z from the beginning of the loan application process until the end and also it's extremely convenient to be able to pull credit through advantage credit platform... u get answers in seconds Cons everything is exceeding my expectations Review Source Response from Floify October 3, 2019 Thank you for the glowing feedback, Teri! We are happy to see that Floify is exceeding your expectations. We hope that we can continue to deliver an extraordinary experience for you and your borrowers for years to come. JP Joshua P. Loan Officer Financial Services Used the software for: Less than 6 months ### "User Friendly" February 18, 2020 5.0 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 Response from Floify 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! DA Denis A. Loan officer Real Estate Used the software for: I used a free trial ### "Must have for Loan Officers" October 1, 2019 5.0 Great customer service. Pros I like that it neatly organizes all the documents that you requested from a borrower, and its all done through a secure portal. Cons I haven't found any cons with the software yet Review Source Response from Floify October 3, 2019 Thanks for the awesome feedback, Denis! FM Fred M. Mortgage Agent Financial Services Used the software for: 1-2 years ### "My clients LOVE Floify as much as I do!" October 2, 2019 5.0 Pros My clients tell me that Floify totally simplifies the document flow process for their mortgage applications. Cons No concerns whatsoever!! The software is ideally suited for the mortgage industry. Review Source Response from Floify October 9, 2019 Hey Fred, thank you for taking the time to provide feedback on your experience with Floify! We are thrilled to see that you and your clients love using our point-of-sale solution to simplify the mortgage process. HS Heather S. Loan Originator Real Estate Used the software for: Less than 6 months ### "Does it all" January 23, 2019 5.0 Love it!! My referral partners love it also! Pros I love the pipeline view for the realtors so they see all the files they have with me and status Cons I wish it had more calculator and click track feature so you know what scenerios the borrowers are running Review Source TB Tracey B. Branch manager Used the software for: ### "Great product" May 6, 2015 5.0 Very user friendly! Keeps everyone up to date on what's going on with a file and you can keep all docs in 1 place and easily see what's needed on a file Review Source Response from Floify May 6, 2015 Hey Tracey, thank you for sharing your Floify experience! Similar Products Featured