Floify vs. PORTALD Comparison


Floify	PORTALD IT BOFFINS LTD	+	+
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The platform is available through web browsers and mobile applications for iOS and Android, with connectivity to more than 13,000 financial institutions. 139,855 Ratings Visit Website ZenTreasury ZenTreasury is the financial contract accounting subledger for lease and treasury, built for the Office of the CFO. Your ERP posts the entry. It doesn't know the contract behind it. ZenTreasury does. Add a lease once and get the full schedule: right of use asset, liability, and period by period amortization generated automatically. Index-linked remeasurement is handled automatically. Every modification recalculates the schedule and keeps the per-field audit trail intact. On the treasury side, manage FX positions, loans, guarantees, and group wide cash flow forecasting in the same platform, multi entity and multi currency by design. One product, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. 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About Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.	About PORTALD is a branded client portal for UK small businesses to collect documents, photos, forms and signed agreements. Businesses create named checklists, review uploads, approve items or request replacements with a reason. Optional AI checks compare uploads with instructions and provide early feedback; the business makes the final decision. The portal also supports online forms, signatures and staff access with managed roles. A Xero integration lets clients view and download their own invoices, including paid invoices. Clients use the portal in a browser on a phone or computer, with no app to install. Solo costs £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice costs £75 + VAT/month for up to 1,000 customers and 5 GB of storage, plus a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card. IT BOFFINS LTD builds and operates PORTALD in the UK.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Mortgage lenders looking for a complete Mortgage and Loans solution	Audience UK small businesses, accountants, bookkeepers, consultants and service providers collecting client documents and information.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $79 per user per month Free Version Not Supported Free Trial Supported	Pricing £25/business/month Solo is £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice is £75 + VAT per month for up to 1,000 customers and 5 GB of storage, with a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Floify Founded: 2013 United States floify.com	Company Information IT BOFFINS LTD Founded: 2020 United Kingdom www.portald.co.uk
Alternatives Shape Software	Alternatives CollectCue
Mortgage Automator	EosLog StroBi LLC
Help With My Loan	Integrify
DocMagic	Content Snare
Realfinity View All	Pipefile View All
Categories Document Collection Supported Mortgage and Loans Supported	Categories Document Collection Supported
Show More Features Mortgage and Loans Features Amortization Schedule Not Supported Client Database Not Supported Closing Documents Not Supported Commercial Mortgages Supported Contact Management Not Supported Credit Reporting Not Supported Customer Statements Not Supported Document Management Supported Electronic Applications Supported Government Loans Supported Loan Origination Supported Loan Servicing Not Supported Pipeline Management Supported Pre-Qualification Supported Refinance Management Not Supported Residential Mortgages Supported
Integrations BluMortgage Supported Box Supported BytePro Supported DocMagic Supported Docusign Supported Dropbox Supported FormFree Supported Google Drive Supported MDE Pro Supported Microsoft Azure Supported Plaid Supported Salesforce Supported Shape Software Supported Slack Supported Surefire CRM Supported Xero Not Supported Show More Integrations View All 15 Integrations	Integrations BluMortgage Not Supported Box Not Supported BytePro Not Supported DocMagic Not Supported Docusign Not Supported Dropbox Not Supported FormFree Not Supported Google Drive Not Supported MDE Pro Not Supported Microsoft Azure Not Supported Plaid Not Supported Salesforce Not Supported Shape Software Not Supported Slack Not Supported Surefire CRM Not Supported Xero Supported Show More Integrations View All 1 Integration
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