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Floify
Mortgage point-of-sale that collects borrower applications and documents, runs eSign and disclosures, and syncs the file to the LOS.
| What the AI does | Dynamic AI (Dynamic AI Autofill): borrower-uploaded pay stubs, W-2s and IDs are read by embedded AI and the data pre-fills the application. |
|---|---|
| Who it serves | Independent loan officers, Mortgage broker shops, Retail lender branches |
| Starting price | $99/user/mo (Per User plan, monthly) or $299/mo Team plan (1 LO + 4 support users); Broker Edition and Lender Edition quote-based |
| Pricing model | Per user per month; Team flat per month; Lender Edition per closed loan (quote-based) |
| Free trial | Not stated on the vendor site |
| Best fit | Solo LO, Broker shop, Lender branch |
| Category | Document Collection, OCR & Processing Automation |
| Also fits | Loan Origination Systems with AI |
| Works with | Encompass, Total Expert, Jungo, LendingPad, Byte, MeridianLink, Optimal Blue, Surefire |
| Compliance | Not posted — no TCPA-consent or borrower-data statement was found on the vendor's site. That is a gap in what's posted, not a finding about the vendor; ask before you buy. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Floify is a point-of-sale for loan officers, broker shops and lender branches that collects applications and documents, runs eSign and disclosures and syncs the file to the LOS; its Dynamic AI reads the pay stubs, W-2s and IDs a borrower uploads and pre-fills the application. Posted pricing is $99/user/mo on the Per User plan and $299/mo for a Team plan covering one LO plus four support users, with a $71/mo Broker Edition offer through Brokers Are Better; the Broker Edition and the per-closed-loan Lender Edition are otherwise priced by quote.
Named integrations include Encompass, LendingPad, Byte, MeridianLink Mortgage, Total Expert, Jungo, Surefire and Optimal Blue. No SOC 2 or borrower-data statement is posted on its site, so ask before you buy.
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