---
description: Compare Floify vs Mortgage Automator regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Floify vs Mortgage Automator Comparison
---

Breadcrumb: [Home](/) > [Loan Origination Software](/directory/4557/loan-origination/software) > [Floify \<span\>vs\</span\> Mortgage Automator](https://www.softwareadvice.co.uk/compare/77118/211774/floify/vs/mortgage-automator)

# Compare Floify vs Mortgage Automator

Canonical: https://www.softwareadvice.co.uk/compare/77118/211774/floify/vs/mortgage-automator

> Detailed comparison between Floify and Mortgage Automator. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Floify | Mortgage Automator |
| **Overall rating** | 4.8/5 | 4.9/5 |
| **Total Reviews** | 74 | 116 |
| **Starting Price** | US$79.00 | - |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) |
| **Support** | Email/Help Desk, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Floify

- API
- Activity Tracking
- Audit Trail
- CRM
- Communication Management
- Configurable Workflow
- Customer Database
- Customisable Branding
- Customisable Templates
- Document Management
- Document Templates
- For Borrowers
- Lead Management
- Loan Origination
- Pricing Management
- Real-Time Reporting
- Reminders
- Search/Filter
- Status Tracking
- Template Management

### Mortgage Automator

- API
- Activity Tracking
- Audit Trail
- CRM
- Communication Management
- Configurable Workflow
- Customer Database
- Customisable Branding
- Customisable Templates
- Document Management
- Document Templates
- For Borrowers
- Lead Management
- Loan Origination
- Pricing Management
- Real-Time Reporting
- Reminders
- Search/Filter
- Status Tracking
- Template Management

## Links

- [View Floify Profile](https://www.softwareadvice.co.uk/software/77118/floify)
- [View Mortgage Automator Profile](https://www.softwareadvice.co.uk/software/211774/mortgage-automator)
- [View Original Comparison](https://www.softwareadvice.co.uk/compare/77118/211774/floify/vs/mortgage-automator)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Floify vs Mortgage Automator Comparison","description":"Compare Floify vs Mortgage Automator regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.uk/compare/77118/211774/floify/vs/mortgage-automator","about":[{"@id":"https://www.softwareadvice.co.uk/software/77118/floify#software"},{"@id":"https://www.softwareadvice.co.uk/software/211774/mortgage-automator#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.uk/compare/77118/211774/floify/vs/mortgage-automator#breadcrumblist"},"@id":"https://www.softwareadvice.co.uk/compare/77118/211774/floify/vs/mortgage-automator#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.uk/#website"},"inLanguage":"en-GB","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"}},{"name":"Floify","description":"Floify is a cloud-based point-of-sale solution designed for the mortgage industry that helps automate and manage all processes of loan origination. Designed for all business sizes, it provides a web-based portal to streamline communications among lenders, borrowers and other mortgage stakeholders.\n\n\nFeatures of Floify include loan document management, automated borrower/agent communications, a realtor and referral partner portal, collaboration, interview-styled questionnaires and milestone alerts via SMS, email and mobile applications. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Additionally, it provides white-label solutions for users to customize iOS and Android mobile applications with brand value. \n\n\nFloify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks. The pricing is available via monthly subscriptions and provides support via email, chat and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/8fb323ec-ef3f-401c-b464-d232f89baae3.png","url":"https://www.softwareadvice.co.uk/software/77118/floify","@id":"https://www.softwareadvice.co.uk/software/77118/floify#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":74,"ratingValue":4.8},"offers":{"price":"79","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"name":"Mortgage Automator","description":"Mortgage Automator is an end-to-end loan origination and servicing platform built specifically for private and hard money lenders across the US and Canada. Rather than adapting a generic banking system, the platform is designed from the ground up to reflect how private lending actually operates, covering everything from initial application and underwriting to document generation, servicing, renewals, fund management, and reporting in a single system.\n\nThe platform serves private lenders and hard money lenders handling residential, commercial, and construction loans, including fix-and-flip and rehab projects. It fits organizations at any loan volume, from smaller teams looking to consolidate scattered tools into one system to established lenders processing high volumes who need automation to scale without adding headcount.\n\nKey features:\n\n- ACH/PAD payment processing, automated interest calculations, and fund disbursements, with NACHA-compliant files generated for banking uploads\n\n- Instant document generation, including commitment letters, loan agreements, term sheets, and discharges\n\n- Automated NSF handling, with text and letter notifications sent to borrowers\n\n- Branded, mobile-friendly borrower and investor portals for secure, real-time access to statements, documents, and payments\n\n- Custom kanban-style pipelines and role-based task assignments to manage deals and servicing work\n\n- Built-in CRM for lead intake, deal tracking, and communication\n\n- Fund management tools supporting fixed or floating share pricing, adaptable interest rate structures, and pre- or post-DRIP NAV calculations\n\n- Business intelligence dashboards for real-time visibility into portfolio risk, capital allocation, and team efficiency\n\n- Integrations with tools like Zapier, QuickBooks, DocuSign, Twilio, and major credit bureaus, along with API access for custom connections\n\nMortgage Automator is cloud-based, giving teams secure remote access regardless of location, and is SOC 2 Type II certified to meet industry data security standards. The company was founded by lenders, which shows in how closely the platform tracks the day-to-day realities of running a private lending business, from trust accounting to compliance reporting specific to US and Canadian requirements.\n\nBeyond the software itself, Mortgage Automator is known for hands-on onboarding and a support team that lenders frequently point to as a differentiator, along with a product roadmap shaped by direct customer feedback. For lenders looking to move off spreadsheets, disconnected tools, or legacy systems that weren't built for private lending, Mortgage Automator offers a single platform to manage the full loan lifecycle, reduce manual errors, and free up time for growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/b8a40095-4e42-4aeb-90fa-8859f2d8e045.png","url":"https://www.softwareadvice.co.uk/software/211774/mortgage-automator","@id":"https://www.softwareadvice.co.uk/software/211774/mortgage-automator#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":116,"ratingValue":4.9},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome"},{"@id":"https://www.softwareadvice.co.uk/compare/77118/211774/floify/vs/mortgage-automator#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Loan Origination Software","position":2,"item":"/directory/4557/loan-origination/software","@type":"ListItem"},{"name":"Floify vs Mortgage Automator","position":3,"item":"https://www.softwareadvice.co.uk/compare/77118/211774/floify/vs/mortgage-automator","@type":"ListItem"}]}]}
</script>