--- title: "Floify Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "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_url: "https://www.capterra.com/p/138124/Floify/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- 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 October 19th, 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 “The user interface is a little outdated, but Floify does what it needs to do in spectacular fashion.“ March 17, 2023 SS Sharlene S mortgage advisorFinancial Services, 51 - 200 employeesUsed the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 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use R Reviewer Sr Loan Officer Used the software for: 3-5 years ### "Documentation upload allows my clients seemless access with security" May 21, 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 R Reviewer Branch Manager Used the software for: 1-3 years ### "So very close to perfect... " October 3, 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. Review Source AE Alan E. Broker/Owner Used the software for: 1-3 years ### "Best in class POS" March 20, 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 R Reviewer Branch Manager Used the software for: Less than 1 year ### "I love it! " October 31, 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. Review Source R Reviewer Underwriter Used the software for: 1-3 years ### "Time saver!" November 29, 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. Review Source R Reviewer Branch Manager Used the software for: 3-5 years ### "Using the Floify System " November 1, 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. Review Source Sarah P. Mortgage Loan Originator Used the software for: 1-3 years ### "Floify covers a wide range of needs" May 16, 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 Jeremy L. Mortgage Expert Used the software for: 1-3 years ### "overall, it's been excellent." May 16, 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 R Reviewer Executive Administrative Assistant and 2nd level IT at Benchmark Mortgage Used the software for: Less than 1 year ### "Fantastic! Best software for keeping documents organized" May 16, 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 R Reviewer LO Used the software for: Less than 1 year ### "Floify review" December 5, 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 R Reviewer COO Used the software for: Less than 1 year ### "The software is easy to use and in most cases, self explanatory." May 21, 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 R Reviewer Senior Loan Officer Used the software for: Less than 1 year ### "So easy to use and keep track of everything" May 16, 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 R Reviewer Loan Officer Used the software for: 1-3 years ### "Overall I love Floify and the ease of use. " May 21, 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 Anna R. Branch Manager Used the software for: 3-5 years ### "great system for working with clients" May 21, 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 R Reviewer Team Leader Used the software for: Less than 1 year ### "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 R Reviewer Mortgage Consultant Used the software for: 1-3 years ### "My experience with Floify has been great." June 6, 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 R Reviewer Loan Originator Used the software for: 1-3 years ### "It simplifies the doc gathering process." May 21, 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 R Reviewer Branch Manager Used the software for: 1-3 years ### "Great program" May 16, 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 R Reviewer Sales manager Used the software for: Less than 1 year ### "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 R Reviewer Mortgage loan originator Used the software for: Less than 1 year ### "fast smart system" October 3, 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 R Reviewer Loan Officer Used the software for: Less than 1 year ### "User Friendly" February 19, 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 R Reviewer Loan officer Used the software for: I used a free trial ### "Must have for Loan Officers" October 3, 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 R Reviewer Mortgage Agent Used the software for: 1-3 years ### "My clients LOVE Floify as much as I do!" October 3, 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 R Reviewer Loan Originator Used the software for: Less than 1 year ### "Does it all" January 24, 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 R Reviewer Branch manager ### "Great product" May 8, 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 Similar Products Featured