--- description: Detailed reviews on Floify based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Floify with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Floify Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Loan Origination Software](/directory/899/loan-origination/software) > [Floify](/software/118359/floify) # Floify Canonical: https://www.getapp.ca/software/118359/floify Page: 1 / 4\ Next: [Next page](https://www.getapp.ca/software/118359/floify?page=2) > Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between stakeholders. An online portal enables efficient collection and verification of documents, progress tracking, and more. > > Verdict: Rated **4.8/5** by 74 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 74 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support Software | 4.9/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Floify - **Location**: Boulder, US - **Founded**: 2012 ## Commercial Context - **Starting Price**: US$79.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Business Plan: $79/month or $840/year Team Plan: $250/month or $2400/year Contact Floify to request Enterprise Plan pricing - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Activity Tracking - Alerts/Notifications - Audit Trail - Borrower Management - CRM Software - Client Portal - Communication Management - Compliance Management - Configurable Workflow - Credit Reporting - Customer Database - Customer Management - Customizable Branding - Customizable Templates - Data Import/Export - Digital Signature Software - Document Management Software - Document Storage - Document Templates ## Integrations (16 total) - Box - BytePro - Docusign - Dropbox Business - Encompass - Equifax - Google Drive - Jungo - LendingPad - MeridianLink Mortgage - Microsoft Azure - Plaid - Salesforce Sales Cloud - Slack - Surefire CRM ... and 1 more integrations ## Support Options - Email/Help Desk - Knowledge Base Software - Phone Support - Chat ## Category - [Loan Origination Software](https://www.getapp.ca/directory/899/loan-origination/software) ## Related Categories - [Loan Origination Software](https://www.getapp.ca/directory/899/loan-origination/software) - [Mortgage Software](https://www.getapp.ca/directory/180/mortgage-loans/software) ## Alternatives 1. [Mortgage Automator](https://www.getapp.ca/software/2045667/mortgage-automator) — 4.9/5 (112 reviews) 2. [The Mortgage Office](https://www.getapp.ca/software/103191/the-mortgage-office) — 4.8/5 (285 reviews) 3. [LendingWise](https://www.getapp.ca/software/2058210/lendingwise) — 4.6/5 (72 reviews) 4. [nCino’s Mortgage Suite](https://www.getapp.ca/software/2046688/the-nexus) — 4.8/5 (126 reviews) 5. [BNTouch Mortgage CRM](https://www.getapp.ca/software/127343/bntouch) — 4.5/5 (95 reviews) ## Reviews ### "application ease" — 4.0/5 > **David** | *February 7, 2024* | Real Estate | Recommendation rating: 8.0/10 > > **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. > > My experience had been good. I am a happy customer. ----- ### "Game changer\! I love the ease of collecting docs and keeping parties updated\!" — 5.0/5 > **Becca** | *June 26, 2018* > > **Pros**: I love being able to keep parties updated through the milestone updates and the ease of requesting documents is essential and very helpful\! > > **Cons**: If there is a realtor listed, then I cannot also use that email address if they want to start a personal loan flow. Also, Floify just started integrating with our Encompass and I don't like the docs going into a Floify bucket instead of the unassigned. ----- ### "Floify Review" — 5.0/5 > **Jessica** | *September 12, 2018* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: love to keep the docs organized. The organization of it is amazing giving that we have to collect do many documents > > **Cons**: Clients have a hard time uploading if we haven't created an option make easier for them. Need to update expiration dates on Appraisal credit card. can you make the titles up to date? for example 2016 and 2017 taxes and W-2's? I hate having to do that as it always takes me a little while to figure out since I have to do it once a year. > > Love it ----- ### "One Stop for Your Clients" — 5.0/5 > **Tim** | *May 10, 2018* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: All in one functionality. Doc examples to show what a proper form should look like. Customization to your company. > > **Cons**: There needs to be more doc examples available to the client. Things like DD-214's, Mortgage statement, 401(k) retirement Statement, ----- ### "Great document sorter" — 5.0/5 > **Joy** | *October 2, 2019* | Financial Services Software | Recommendation rating: 8.0/10 > > **Pros**: the ease of uploading documents along with titling and sorting in the correct categories necessary for my line of work. > > **Cons**: My clients were successful in the beginning of their process, but had some problems with signing back in if they needed to send additional documentation. Not user friendly at all on my mobile device. > > I find it very helpful for my team and I keep tract of the necessary documentation. I really like the capability of making your own preset files, then when you have a new prospect or client, you can easily select a work flow that best suits your current file. Eliminates have to recreate the same flow every single time. saves valuable time. ----- Page: 1 / 4\ Next: [Next page](https://www.getapp.ca/software/118359/floify?page=2) ## Links - [View on GetApp](https://www.getapp.ca/software/118359/floify) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Structured Data