Surefire CRM Integration Partner


Enjoy the Benefits of a Fully-Automated Mortgage Business

Floify is a Borrower Portal, automating the process of collecting mortgage 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 referral partner retention by keeping them informed with automated milestone updates. Floify uses today’s technolgy 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 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

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


Solutions that Scale for all Mortgage Lenders

No matter what your business role or company size, you’ll be able to get the job done with Surefire.

By Focus

Solutions by Business Role

Surefire offers features benefiting every business role in a mortgage organization.

By Team Size

Solutions by Company Size

Mortgage companies from a two-person shop to large mortgage banker can all use Surefire CRM to grow their business.


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