Recent Feature Releases in Floify
Floify strives to provide cutting edge tools to streamline your business, making the loan process easy for lenders and borrowers alike. With the ebb and flow of the loan markets you work in, so changes your business. Floify is set to provide you with answers and solutions wherever you might need. Read below to see information about our newest and exciting features.
Winter 2026
Custom Loan Purposes
- Custom Loan Purposes supercharges the Floify Apply Now experience. It enables users to create completely new custom loan purposes (e.g., HELOC, Cash-Out Refinance, Construction Land) beyond the default Purchase, Refinance, and Other. Each new custom loan purpose automatically generates a unique loan application type, allowing teams to fully customize which sections and questions are visible in the application flow based on the specific loan type.
- This is an enhancement of our Dynamic Apps feature, and is available for implementation for any subscription.
- Read about this feature here: Custom Loan Purposes
Delayed 1003 LOS Sync
- This upgrade to our LOS-synced 1003 export allows teams using Encompass and Byte to choose when the 1003 is exported on a loan. Teams are now able to delay the application export upon borrower submission so that edits can be made to ensure everything is accurate and in line with the loan your borrower is seeking.
- Read about this feature here: Enable the 1003 Export to the LOS in the Loan Flow Stage
Fall 2025
DocMagic Disclosures
The new Floify–DocMagic integration enables lenders using any DocMagic-connected Loan Origination System (LOS) to generate, deliver, and manage borrower disclosures directly within the Floify borrower portal—creating a seamless, fully integrated experience.
DocMagic acts as the secure intermediary between the LOS and Floify. Lenders generate disclosure packages through DocMagic’s LOS integration, and Floify automatically retrieves these packages—enabling borrowers to review and e-sign documents seamlessly within their trusted Floify portal.
- Read more about this integration here: DocMagic
Byte Conditions Sync
When enabled, Floify retrieves conditions marked as “Requested” from Byte and adds them as document requests in the Borrower Portal. Conditions can appear either automatically or after loan officer approval, depending on your company-level configuration.
When synced, condition names and descriptions appear in the Borrower Portal as new document requests, ensuring a consistent borrower experience across both systems.
- To enable this feature, please reach out to your CSM to discuss next steps
Summer 2025
LenderPrice Integration
Floify’s LenderPrice PPE integration has been updated to include the latest technology for product and pricing. We have released a quick pricer tool, and also have the ability to lock loans when connected to encompass.
- Read more about this integration here: Lender Price Product and Pricing Tools
TPO Workflows for Encompass
Third-Party Origination work flows are now supported in a robust way within the Encompass integration
Floify Verify Automatic Document Requests
Floify Verify now supports advanced logic for Automatic Document Requests when completed in the Apply Now experience. Auto Doc Requests will now have the ability to have dynamic logic that will only send out requests for additional documents when the apply now workflow necessitates it.
Floify Hybrid eClosing support for Encompass Co-Mortgagors
Floify’s Hybrid eClosing feature now supports Co-Mortgagors, allowing diverse loans to be supported for our native eClosing solution.
Spring 2025
Dynamic Apps
Floify’s Dynamic Apps is the latest enhancement to our cutting edge Apply Now experience. This feature enables teams to create three distinct application configurations—Purchase, Refinance, and Other—and present the appropriate version based on the borrower’s selected loan purpose.
By collecting the loan purpose up front, teams can streamline the borrower experience, disable non-compliant fields (like demographics for HELOCs), and remove the need for complex custom question logic. This improves compliance, enhances borrower clarity, and speeds up qualification—especially for non-QM and specialized loan scenarios.
- Read about our new version of Apply Now here: Dynamic Apps
Loan Transfer Search
- We enhanced our loan transfer tool to make it even easier to move loans between teams by adding a search tool to parse through the list of teams you have for your users
- Read about our Loan Transfer tool here: Transfer a Loan Flow to Another Team
Encompass API Connection
- In Advance of ICE's shift away from SDK options, we have upgraded our infrastructure with Encompass to go fully through their DevConnect API system. This allows for our system to connect to the Encompass LOS in the most robust and resilient way currently possible, and improves the functionality we offer currently while opening the door for future improvements. This update is being made well in advance of the October 2025 deadline to give your teams peace of mind through the transition.
Winter 2025
Matic Insurance
- Borrowers expect digital-first experiences that respect their time. 73% of consumers say that valuing their time is the most important thing companies can do to provide them with good customer service.This means accelerating application-to-close time is not only important for business optimization, it is crucial for driving customer satisfaction. Floify's Customer Capture feature suite helps you and your team close loans faster while offering a variety of features the bring value and save time for your borrowers.
- This integration offers many features, but the Matic insurance option allows your borrowers to cut costs and time to shop for the right insurance policy for them.
- Read more about this here: Floify Closing Accelerator & Customer Capture
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