List of Floify Mortgage Automation Customers
Boulder, 80301-1014, CO,
United States
Since 2010, our global team of researchers has been studying Floify Mortgage Automation customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Floify Mortgage Automation for Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Floify Mortgage Automation for Intelligent Document Processing include: Benchmark Mortgage, a United States based Banking and Financial Services organisation with 850 employees and revenues of $400.0 million, First International Bank and Trust, a United States based Banking and Financial Services organisation with 500 employees and revenues of $100.0 million, Vandyk Mortgage Corporation, a United States based Banking and Financial Services organisation with 500 employees and revenues of $70.0 million and many others.
Contact us if you need a completed and verified list of companies using Floify Mortgage Automation, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Floify Mortgage Automation customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Benchmark Mortgage | Banking and Financial Services | 850 | $400M | United States | Floify | Floify Mortgage Automation | Intelligent Document Processing | 2024 | n/a | In 2024, Benchmark Mortgage implemented Floify Mortgage Automation, deploying the vendor’s point-of-sale and document automation platform to support mortgage origination workflows. The deployment emphasized Intelligent Document Processing to streamline borrower intake, centralized document capture, and loan application completion across the United States. The implementation concentrated on document capture, automated data extraction, and application pre-population within Floify Mortgage Automation, reducing manual entry and consolidating borrower-submitted documentation. Configuration work included POS intake forms, automated document upload and validation, and workflow routing to loan officers for review and underwriting handoff. Benchmark Mortgage participated as a beta tester for a direct integration that pre-populates loan applications using Total Expert data, which reduced duplicate data entry and improved borrower experience by surfacing marketing and profile data into the application flow. The Total Expert integration linked marketing CRM data into Floify workflows to accelerate application completion and ensure consistency of borrower information. Operational scope covered mortgage origination teams and loan officers across Benchmark Mortgage in the United States, with process ownership aligned to origination leads and loan officer workflows. The company reported increases in conversion and pull-through and time savings for loan officers following the implementation. | |
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First International Bank and Trust | Banking and Financial Services | 500 | $100M | United States | Floify | Floify Mortgage Automation | Intelligent Document Processing | 2020 | n/a | In 2020, First International Bank and Trust deployed Floify Mortgage Automation as its point-of-sale and document automation solution for mortgage origination in the United States. The implementation positioned Floify Mortgage Automation within the bank's Intelligent Document Processing capabilities to reduce manual follow-up across loan workflows. Configuration emphasized automated document intake, OCR based data capture, validation rules, and configurable electronic checklists to drive completeness of loan packages prior to underwriting. The solution centralized borrower document submission and automated status tracking, enabling loan officers to triage outstanding items through a single point-of-sale interface. Operationally the deployment covered U.S. mortgage origination and was used by loan officers and mortgage operations teams to manage loan file assembly and follow-up. The rollout focused on embedding point-of-sale document automation into existing origination workflows and operational processes. Governance and rollout were completed during 2020, with the bank aligning loan origination SLAs and loan officer workflows to the automated document collection and clearance processes. The deployment reduced manual follow-up, accelerated clear-to-close timelines, improved SLAs, and maintained a fully digital borrower experience while enabling loan officers to work more efficiently. | |
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Vandyk Mortgage Corporation | Banking and Financial Services | 500 | $70M | United States | Floify | Floify Mortgage Automation | Intelligent Document Processing | 2024 | n/a | In 2024 Vandyk Mortgage Corporation returned to Floify with an implementation of Floify Mortgage Automation to support mortgage point-of-sale and document automation. The deployment explicitly targeted U.S. origination and borrower document workflows and aligns with Intelligent Document Processing use cases for lender-side document intake and orchestration. The implementation was configured to leverage Floify Mortgage Automation with inferred use of the Lender Edition lender point-of-sale and document automation capabilities to manage borrower intake, document collection, automated file assembly, and validation workflows. Configuration work emphasized templated workflow logic and document staging to standardize originations while preserving branch-specific intake differences. Operational scope focused on branch-by-branch customization across Vandyk Mortgage Corporation's branch network, supporting origination teams, borrower-facing operations, and branch support functions in the United States. No systems integrator was specified, and the vendor-provided account frames the effort as a vendor-led reimplementation rather than a multi-vendor integration program. The rollout approach used branch-by-branch customization as a primary governance and configuration pattern, implying a combination of decentralized branch configuration and centralized policy oversight for document workflows. The vendor reports roughly $300,000 in cost savings following the move, and the implementation reinforced Floify Mortgage Automation as the company solution for Intelligent Document Processing in origination and borrower document workflows. |
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