Floify
Floify: A configurable borrower intake and document workflow layer with mortgage-tech integrations. Ranked #10 of 16 in Mortgage Software by our editors (6.5/10); pricing: Pricing on request; best for lenders focused on customizable borrower intake.
At a glance
- Editor score6.5 / 10
- PricingPricing on request
- Best forLenders focused on customizable borrower intake
- Facts checked24 Sep 2026
Where it wins
- Configurable applications, loan paths, rules, and borrower questions
- AI document extraction can prefill application fields
- Branded borrower portals plus mortgage technology integrations
Where it doesn't
- Pricing requires contacting sales for a demo
- Focused on intake and workflow, not loan servicing
- Buyers seeking a documented end-to-end LOS may need another system
Our verdict on Floify
Floify is a web-based mortgage point-of-sale platform for lenders, brokers, and loan officers who want to shape borrower intake around their workflows. Its core includes customizable loan applications and paths, configurable logic rules and questions, and a borrower portal for applications and document uploads. The platform supports traditional mortgage, HELOC, non-QM, construction, agricultural, and specialty lending products. It is most clearly suited to organizations improving the borrower-facing application and document process, rather than buyers looking for loan servicing software.
A notable part of the workflow is Dynamic AI, which extracts information from documents to prefill application fields. Borrower-facing pages can carry lender branding, and co-branded partner landing pages support referral relationships. Floify also offers income and employment verification via Argyle. These capabilities connect intake to verification and document handling, while integrations span mortgage systems and related tools, including Encompass, MeridianLink Mortgage, LendingPad, ByteSoftware, Plaid, Fannie Mae, Ocrolus, and DocuSign. The breadth is useful for lenders fitting intake into an existing mortgage technology environment; teams should check that their required systems are covered before choosing it.
Floify uses a contact-sales pricing model: the vendor directs prospects to request a demo, and its pricing URL redirects to the homepage. That means buyers should expect a sales conversation rather than selecting from publicly stated tiers. The published product scope emphasizes configurable borrower intake, portals, and workflow connections, not a complete account of end-to-end loan origination or servicing. Lenders and brokers prioritizing customized applications, document prefill, branded borrower experiences, and mortgage integrations should consider Floify. Organizations seeking loan servicing or a clearly documented all-in-one LOS should compare alternatives against those needs.
Floify pricing
Floify fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Deployment | Not verified |
| Loan origination | Yes |
| Borrower portal | Yes |
| Loan servicing | No |
| Supported loan types | Traditional mortgage, HELOC, non-QM, construction, agricultural and specialty lending products |
| Documented integrations | Bonzo, Ocrolus, Fannie Mae, Argyle, ByteSoftware, MeridianLink Mortgage, Xactus, Lender Price, Truv, Encompass, Plaid, Vesta, Equifax, LendingPad, TotalExpert, Optimal Blue, AccountChek, DocuSign, Dropbox, Google Drive, OneDrive, Slack |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: Bonzo, Ocrolus, Fannie Mae, Argyle, ByteSoftware, MeridianLink Mortgage … See all → |
| Pricing | Pricing on request (source) |
| Website | floify.com |
| Facts checked | 24 Sep 2026 |
Floify integrations
Floify lists 20 integrations on its own site.
- Bonzo
- Ocrolus
- Fannie Mae
- Argyle
- ByteSoftware
- MeridianLink Mortgage
- Xactus
- Lender Price
- Truv
- Encompass
- Plaid
- Vesta
- Equifax
- LendingPad
- TotalExpert
- Optimal Blue
- AccountChek
- DocuSign
- Dropbox
- Google Drive
Alternatives to Floify
- MeridianLink MortgageA cloud LOS covering mortgage workflows from application through closing, with pricing and document tools.9.0
- Byte LOSA configurable LOS with borrower and TPO portals, compliance tools and deployment choice.8.2
- ARIVEA broad cloud LOS with borrower intake, lender pricing and submissions for broker teams.7.9
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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