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Floify
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Floify

Trusted
https://floify.com/
Last activity: 20.10.2026
Active
Categories: AIAutomationFintechMortgageSaaS
Floify is a SaaS mortgage platform that streamlines the mortgage process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders.

Floify's mortgage automation platform includes:

1. Secured Borrower Portal
2. Milestone Updates
3. Referral Partner Portal
4. Automated Asset Verification (retrieving asset and income statements)
5. "Apply Now"​ on Your Website

Floify's integration partners include Encompass, Docusign, DropBox, Box, Google Drive, Slack, Veri-Tax, and over 16,000 major banks nationwide.

Discover how Floify can help you close loans an average of 8x faster compared to other mortgage solutions, increase annual loan volume by more than 11% without adding additional staff, and improve efficiency and reduce workload by up to 5 hours/loan while maintaining existing loan volume.

To request a Floify demo, visit https://floify.com/demo.
Likes
1K
Followers
674
Followers
2.94K
Website visits
495.9K /mo.
Mentions
54

Overview

Location
United States
Employees
11-50
Phone
+1 720-316-8343
Founded date
2013

Mentions in press and media 54

DateTitleDescription
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Oct 6, 2026Floify names mortgage technology leader Bryan Traeger as general managerPRESS RELEASE: Floify names mortgage technology leader Bryan Traeger as general managerNew GM plans to sharpen AI-driven borrower experience and help lenders lower their cost to originate Source: Floify | Tue, 06 Oct 2026, 07:00:17 EDT
Sep 29, 2026Technology Credit Union selects Floify to enhance its digital mortgage lending experiencePRESS RELEASE: Technology Credit Union selects Floify to enhance its digital mortgage lending experiencePartnership pairs Floify with MeridianLink to deliver a more transparent, digital-first loan process for members Source: Floify | Tue, 2...
Aug 4, 2026Floify Head of Customer Experience Sol Klein named to HousingWire’s 2026 Insiders listPRESS RELEASE:Floify Head of Customer Experience Sol Klein named to HousingWire’s 2026 Insiders listRecognition highlights Klein's leadership in transforming Floify's client experience function into a proactive advocacy organization Source:...
Jun 2, 2026Floify’s Courtney Dodd named a 2026 HW Marketing LeaderPRESS RELEASE: Floify’s Courtney Dodd named a 2026 HW Marketing LeaderRecognition highlights revenue-driven approach that generated 68% of total pipeline in 2025 Source: Floify | Tue, 02 Jun 2026, 07:05:31 EDT
Mar 10, 2026Floify launches Dynamic Apps 2.0, enabling lenders to create fully customizable loan applicationsPRESS RELEASE: Floify launches Dynamic Apps 2.0, enabling lenders to create fully customizable loan applicationsNew capability allows mortgage teams to tailor borrower applications by loan purpose while embedded AI automates data capture an...
Feb 17, 2026OCCU selects Floify to support scalable, member-centric lendingPRESS RELEASE: OCCU selects Floify to support scalable, member-centric lendingAI-enabled point-of-sale platform to streamline the lending experience from application to funded loan Source: Floify | Tue, 17 Feb 2026, 07:00:12 EST
Feb 3, 2026Floify named to HousingWire’s 2026 Mortgage Tech100 list for AI-powered point-of-sale innovationPRESS RELEASE: Floify named to HousingWire’s 2026 Mortgage Tech100 list for AI-powered point-of-sale innovationThe Tech100 honors technology organizations transforming efficiency, accuracy and borrower experience across housing finance Sour...
Jan 13, 2026Vesta integrates with Floify to streamline borrower intakeThis integration ensures cleaner data at the start of the process, stronger automation throughout the workflow, and a smoother borrower journey from application through closing.” — Monica Raciti, Head of Partnerships at VestaSAN FRANCISCO, ...
Nov 3, 2025Floify’s Head of Customer Experience and Operations Sol Klein named a 2025 HousingWire Tech TrendsetterPRESS RELEASE: Floify’s Head of Customer Experience and Operations Sol Klein named a 2025 HousingWire Tech TrendsetterKlein honored for transforming the mortgage application process with AI-driven innovation that improves lender efficiency ...
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FAQ about Floify

When was Floify founded?

Floify was founded in 2013.

What has the press written about Floify?

Parsers VC has collected 54 articles mentioning Floify, among them “Floify names mortgage technology leader Bryan Traeger as general manager” (Oct 6, 2026) and “Technology Credit Union selects Floify to enhance its digital mortgage lending experience” (Sep 29, 2026).

Is Floify still active?

Yes, Floify is active; its latest activity on Parsers VC dates from Oct 20, 2026.