Floify vs. Intake for collecting borrower documents
Floify is a mortgage point-of-sale system: the 1003, a needs list built from loan data, and integrations with LOS, credit and AUS. For a lender's whole pipeline it's the more complete product. Intake is a lighter tool for getting borrowers to send documents through a no-login link, with published pricing from free.
Feature comparison
Based on Floify's public pricing and feature pages, checked September 22, 2026.
| Intake | Floify | |
|---|---|---|
| Per-client document checklist | Yes | Needs list built from the application |
| Clients upload without creating an account | Yes | No (borrower portal account) |
| Automatic reminders until it's done | Yes | Yes |
| AI checks each upload is the right document | Yes | Yes |
| Fillable PDFs with e-signature | Yes | Yes |
| Collect a fee with the request | Stripe (1% platform fee) | Credit report fees |
| Appointment booking in the form | Yes | Not listed |
| Public REST API + webhooks | $19/mo plan and up | Yes |
| Works from Claude / ChatGPT (MCP) | $19/mo plan and up | Not listed |
| Your logo and colors | $19/mo plan and up | Yes |
| HIPAA BAA | On request | Not stated |
| Free plan | Up to 10 clients | No |
| Paid plans from | $19/mo | Not published |
Floify pricing
| Broker and Lender editions | Not published | Pricing is by quote from sales |
Intake is free for up to 10 clients, $19/month for Professional (unlimited clients), or $49/month for Team with 3 seats. See Intake pricing.
When Floify is the better choice
- You need the 1003 application and LOS integrations.
- You want the needs list generated from loan data.
- You want credit and AUS integrations in the same system.
- You're a lender or bank that expects a mortgage-specific vendor.
When Intake is the better choice
- Borrowers get stuck on portal accounts and you want a no-login link.
- You want to see pricing without booking a demo.
- You collect documents for more than mortgages.
- You want to try it free on your next few borrowers.
- You want to work from Claude or ChatGPT.
Frequently Asked Questions
Got questions? We've got answers.
Floify doesn't publish pricing; you get a quote from sales. Intake is free for up to 10 clients and $19/month for unlimited.
In Floify, borrowers use a portal account. In Intake, they open a secure link and upload. No account or password.
Yes, on the $19/month plan and up. Put the loan in a deal and each borrower gets their own request, link and checklist.
Sources
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