Surefire CRM Integration Partner


Floify and Surefire CRM: Enjoy the Benefits of a Fully-Automated Mortgage Business

Floify is a Borrower Portal, automating the mortgage process of collecting documents and sending updates.

Floify helps loan originators by automating some of the most time consuming, and error filled parts of the lending process. The simple interface walks your customers through every step and allows them to upload their documents directly into the system that you will use to track their loan progress. Floify increases real estate agent retention by keeping them informed with automated milestone updates. Floify uses today’s technology to get tasks done in far less time than what is possible otherwise. This frees you and your team up to process more loans and maybe even enjoy an increased work-life balance.

Floify uses cloud technology to automate the collecting of mortgage loan documentation from borrowers, as well as establish an intuitive portal for loan originators to track each loan file to conclusion. This reduces the amount of human error during the documentation process and allows originators to spend more time serving customers, closing loans, and increasing their bottom line.

Key Features

  • Automate the mortgage process of collecting loan documents from borrowers
  • Keep real estate agents and borrowers up-to-date with easy email updates
  • Track back office workflow tasks to avoid the last minute rush to closing
  • Gain 24/7 visibility into the status of your pipeline
  • Archive loan files for quick and easy access at a later time

Get a demo today of the integration between Surefire CRM and Mortgage Marketing Engine and Floify today!

Surefire CRM Integration Partner - Floify

Designed for loan originators and mortgage professionals, Floify is the industry’s leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster.

Contact Details
Founded in 2012
Located in United States

Facebook Twitter LinkedIn Instagram

Common Questions

Floify’s secure mortgage point-of-sale portal provides a web-based access point for your borrowers to interact with their loan from application through clear-to-close. Borrowers can easily complete a loan application, upload supporting documentation, eSign disclosures, and monitor the status of their loan — in a single, easy-to-use location.

  • Loan Document Management

    • Floify’s mortgage point-of-sale portal makes it simple for your borrowers to know exactly what is on their needs-list, and even easier to get it to you.Quickly collect accurate supporting documentation from your borrowers in a secure, centralized, digital environment – creating transparency for borrowers, origination teams, and agents.
  • Custom Fields and Layouts

    • Customize and transform your mortgage point-of-sale portal into a one-stop information shop by creating dynamic layouts for borrowers or lenders – powered by unique and flexible data fields. Display anything from a checkable task list and downloadable PDFs to a Google Maps link instructing your borrower how to find the location of their closing. The possibilities are limitless.
  • Business Rules and Logic

    • Floify’s Business Rules bring the power of if-this-then-that automation to your point-of-sale portal. Craft simple trigger-action statements to dynamically alter the information on the screen.Trigger new layouts with their own unique data fields, or fire off webhooks to your other mortgage systems when a field is toggled in your portal.
  • eSignature

    • Leverage Floify’s built-in E-Sign functionality or the platform’s integration with DocuSign to let your borrowers electronically sign documents and disclosures – easily done from within their point-of-sale portal.  Enterprise customers combine DocuSign, their LOS, and Floify’s Disclosure Desk to create a powerful, centralized disclosure management system across their operation.

Floify’s platform was designed to give you and your borrowers a fantastic mortgage lending experience on a desktop or mobile device. Whether by smartphone or tablet, you and your borrowers will have a fully-functional and intuitive point-of-sale portal at your fingertips.

Floify’s integrations with leading loan origination systems help lenders seamlessly manage loan files and applications, generate disclosures, and submit files to underwriting. Integration information for Floify  is up to date on their website.

Subscription information for Floify is up to date on their website. A trial of their services can be found here.


Companion Ebook

Get instant access to tried-and-true mortgage marketing strategies and guides. 


Take The Quiz

Ready to graduate from Mortgage Marketing University as a mortgage marketing pro? Put your knowledge to the test and take the assessment.


Request a Demo

You have what it takes to be a top mortgage lender. We have what it takes to get you there. See why Surefire is the preferred mortgage marketing tool.

Pin It on Pinterest

Share This