Floify
Floify is the modern mortgage POS built for lenders who want speed, intelligence, and flexibility. Its embedded AI automates key tasks like document handling and income verification, while Dynamic Apps empower teams to create custom workflows without code. Supported by award-winning service, Floify helps lenders deliver faster approvals and a borrower experience that truly stands out.
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Our Mission
At Floify, our mission is to empower lenders with the technology, flexibility, and intelligence they need to deliver exceptional lending experiences. We believe that mortgage technology should simplify—not complicate—the lending process. That’s why we’ve built a platform that adapts to every lender’s workflow, enhances borrower engagement, and scales effortlessly with your business.
Who We Are
Floify is a flexible mortgage point-of-sale (POS) platform with embedded AI that streamlines loan origination from application to approval. Trusted by banks, credit unions, and independent mortgage lenders nationwide, Floify helps teams boost efficiency, elevate borrower satisfaction, and grow their business with confidence.
Our Expertise
Floify is the only mortgage POS that seamlessly blends customization, embedded automation, and award-winning service into one solution:
Dynamic AI – Embedded intelligence that classifies documents and automatically verifies borrower identity, income, and assets. It reduces time-to-file, improves accuracy, and empowers lenders to issue pre-approvals faster.
Dynamic Apps – A no-code toolkit that allows lenders to design and configure their own loan applications and workflows—eliminating manual workarounds and giving full control to operations teams.
Borrower Experience Excellence – A unified portal that simplifies document collection, communication, and transparency—helping lenders provide a borrower experience that’s fast, intuitive, and stress-free.
Award-Winning Customer Support – Floify’s dedicated customer success and implementation teams deliver personalized guidance that ensures smooth onboarding, ongoing optimization, and lasting success.
Who We Serve
Floify empowers a wide range of mortgage lenders—from independent mortgage banks and credit unions to regional and national depository institutions—who are focused on delivering exceptional borrower experiences and operational efficiency.
Our platform is built for lenders who want to move faster, scale smarter, and adapt quickly to market demands. Thanks to Dynamic Apps, Floify gives teams the flexibility to configure loan applications and workflows that support even the most unique lending products—without custom development or workarounds.
Whether you’re streamlining retail lending operations, modernizing your borrower experience, or introducing new loan programs, Floify’s embedded AI and configurable platform give you the power to innovate with confidence.
Proven Impact
Floify delivers measurable results—boosting efficiency, borrower satisfaction, and profitability across top-performing lenders.
Case Study: Benchmark Mortgage’s Mortgage Nerd Group
For over a decade, Benchmark Mortgage has leveraged Floify’s POS to streamline borrower communication, document management, and lead capture. Within Benchmark, The Mortgage Nerd Group, led by top producer Denise Donoghue, used Floify’s flexibility to transform their origination workflow.
80 loan apps per month vs. 4 for non-configured teams
1,705 document uploads monthly vs. 51 for others
132 disclosures monthly, ranking #2 companywide
100% of team activity managed within Floify’s interface
By customizing loan applications, automating routing, and integrating directly with Encompass, Denise’s team shortened loan turn times, improved communication, and dramatically increased borrower satisfaction.
👉 Result: Floify’s configurability and embedded automation drove higher pull-through, faster closings, and a stronger brand experience.
Key Accomplishments
First POS to support Fannie Mae and Freddie Mac’s rent-payment AUS initiative
First to offer ADA-compliant borrower interfaces and multilingual loan applications
Recognized as a HousingWire Tech100 and PropTech Breakthrough Award winner
Trusted by thousands of lenders and loan officers nationwide
Why Floify
Floify stands apart as the dynamic mortgage POS designed to flex with your business, scale with your goals, and support you with excellence at every step.
Where flexibility meets intelligence. Floify’s mortgage POS is dynamic by design and trusted by lenders everywhere.
Highlights
- Increase Profitability – Tackle margin compression head-on with automation that reduces manual work, improves accuracy, and drives efficiency across every loan file.
- Enhance the Borrower Experience – Deliver a seamless, digital-first journey with simplified applications, faster approvals, and transparent communication from start to close.
- Attract & Retain Top Talent – Empower elite loan originators with a powerful, flexible POS that adapts to their workflows—boosting productivity and satisfaction.
- Differentiate Your Brand – Stand out in the crowded mortgage market with a modern, configurable platform that delivers a superior borrower and lender experience.
- Simplify Compliance – Navigate complex regulations confidently with Floify’s secure, governed environment designed for peace of mind and data integrity.
- Dynamic Apps – A no-code solution that lets lenders customize loan applications, streamline workflows, and eliminate workarounds—no developers required.
- Dynamic AI – Embedded intelligence that automates document classification and instantly verifies borrower identity, income, and assets, cutting time-to-file and boosting pull-through.
- Award-Winning Support – Backed by an expert team recognized for best-in-class service, Floify partners with lenders every step of the way to ensure success.
Details
Vendor Category
Point of Sale Systems
Pricing Model
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Overview
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Interested in learning how this solution can transform your mortgage business? Request more details to discover how it can streamline operations, improve efficiency, and integrate seamlessly with your existing workflow.
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Product comparison
Floify
Tidalwave
The Big Point of Sale by Mortgage Automation Technologies
Overview
Floify is the modern mortgage POS built for lenders who want speed, intelligence, and flexibility. Its embedded AI automates key tasks like document handling and income verification, while Dynamic Apps empower teams to create custom workflows without code. Supported by award-winning service, Floify helps lenders deliver faster approvals and a borrower experience that truly stands out.
The Only Agentic AI Mortgage POS+
Built by Lenders, Powered by Innovation.
Highlights
- Increase Profitability – Tackle margin compression head-on with automation that reduces manual work, improves accuracy, and drives efficiency across every loan file.
- Enhance the Borrower Experience – Deliver a seamless, digital-first journey with simplified applications, faster approvals, and transparent communication from start to close.
- Attract & Retain Top Talent – Empower elite loan originators with a powerful, flexible POS that adapts to their workflows—boosting productivity and satisfaction.
- Differentiate Your Brand – Stand out in the crowded mortgage market with a modern, configurable platform that delivers a superior borrower and lender experience.
- Simplify Compliance – Navigate complex regulations confidently with Floify’s secure, governed environment designed for peace of mind and data integrity.
- Dynamic Apps – A no-code solution that lets lenders customize loan applications, streamline workflows, and eliminate workarounds—no developers required.
- Dynamic AI – Embedded intelligence that automates document classification and instantly verifies borrower identity, income, and assets, cutting time-to-file and boosting pull-through.
- Award-Winning Support – Backed by an expert team recognized for best-in-class service, Floify partners with lenders every step of the way to ensure success.
- Tidalwave delivers instant answers for borrowers: Through direct integrations with Fannie Mae and Freddie Mac, Tidalwave enables loan officers to give borrowers real-time pre-approvals instead of making them wait weeks.
- Tidalwave eliminates paperwork chasing: By connecting with Plaid, Argyle, and Truv, Tidalwave instantly handles income, employment, and asset checks—freeing loan officers from manual, time-consuming tasks so they can focus on closing loans.
- Tidalwave integrates seamlessly into lender systems: It works with ICE Mortgage Technology to extend automation into compliance checks, document management, and borrower communications—supporting multilingual journeys without extra work for staff.
- Tidalwave cuts lender costs and boosts margins: Freddie Mac reports that loan origination costs have jumped 35% ($3,000 more per loan) and the average lender now loses ~$600 per loan. By automating up to 70% of manual work, Tidalwave reduces costs by $1,500+ per loan and turns costly bottlenecks into profit opportunities.
- Tidalwave broadens access to more borrowers: With built-in Spanish-language support, Tidalwave helps loan officers serve the 23% of Hispanic borrowers who face language barriers—without the need for translators.
The BIG POS offers a dynamic API based POS to LOS integration. Our lender administration portal allows company admins to self-configure and adjust global and user based settings on demand. Set up multiple brands, configure new workflows and design custom HTML e-mail notifications. Your company admin will have full configuration control over the POS environment.
Questionnaire Based Workflow: Borrowers are presented with one question at a time to remove second guesses and guide a borrower through the application with speed and ease.
Workflow Editor: Have your own ideas? Need to design a custom workflow? Big POS allows for the creation of new landing pages paired with multiple workflows all customizable by the user.
Mobile Application: Subscribe to BIG POS Pro and we will launch a white labeled app to the Google Play Store and Apple App market. Due to its coding base, you are able to configure the mobile application directly from the admin portal.
Low-Cost Adoption: All BIG POS contracts have $0 implementation cost and pay as you close pricing. Our average implementation time is under 2 hours for a full system integration.
Loan Officer Mobility: Loan Officers can manage their pipeline remotely. Receive applications and generate pre-approvals directly from the originators phone.
Consumer Engagement: A simplified task engine allows easy mobile uploads and direct integration with electronic VOA, VOE, VOI. Our notifications consistently remind consumers to keep them on track to close on time.
Document Management: The file manager acts as a document repository. You can easily work within the LOS E-folder to present loan officers, scenarios, and pre-approvals instantly to a consumer’s mobile device in a secure encrypted environment.
Soft Pull Credit: Loan Officers can pull tri merge Soft Pull Credit reports directly from The BIG POS LO Web Portal resulting in reduced overall credit costs.
EPC Income & Asset Collection: Encompass Partner Connect / Day One Certainty Income & Asset tasks allow for consumers to electronically sync Bank Statements and Income Documentation directly to the LOS /POS Document manager.
Floify
Customer reviews
Floify
Reggora
Friday Harbor
Reviews
April 4, 2025 at 9:46:05 AM
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