Floify
8 Case Studies
Case Study: Riverbank Finance achieves faster closings and 100% digital loan processing with Floify
A Floify Case Study
Riverbank Finance - Customer Case Study
Riverbank Finance, a locally owned independent mortgage broker in Grand Rapids, MI co-founded by Anthony Bird, struggled with paper-heavy processes, manual document collection, communication gaps, and bottlenecks when a key processor left. To modernize their front end and streamline origination, they chose Floify as their point-of-sale and document-collection platform—particularly valuing Floify’s API and automation capabilities.
Floify was integrated with Riverbank Finance’s CRM and used for digital e-sign disclosures, automated needs lists, milestone tracking, and borrower portals, removing manual follow-up and organizational friction. As a result, Riverbank Finance cut loan closing time to roughly half the industry average, closed more loans with the same staff, improved borrower and realtor satisfaction, and increased referrals and profitability—benefits they attribute directly to Floify.
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Riverbank Finance
Anthony Bird
Co-Founder and Senior Loan Officer