Case Study: My Mortgage achieves rapid scalability and streamlined borrower communication with Floify

My Mortgage - Customer Case Study

My Mortgage, Inc., led by co-founder and COO Richard David, is a rapidly growing mortgage lender operating in nearly two dozen states. The company needed a better digital point-of-sale and communication solution to streamline document collection, improve communication between loan officers, borrowers and referral partners, and get processors to adopt a more efficient, all-digital workflow — which is why they turned to Floify.

Floify was implemented as My Mortgage’s POS to enable mobile document uploads, seamless communication with referral partners, and integration with Encompass for centralized document access. According to Richard David, Floify expedited the front-end workflow, reduced reliance on phone/email interactions, generated positive borrower feedback, and allowed My Mortgage to scale down a disclosure desk — outcomes that improved operational efficiency and supported the company’s rapid growth. Floify is cited as a key tool for increasing organization and scalability across the business.

My Mortgage

Richard David

Co-Founder and Chief Operating Officer