BOULDER, CO (February 17, 2026) |
Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that OCCU has selected Floify to support its next phase of member-centric lending and long-term growth. OCCU is a member-owned, not-for-profit credit union based in Eugene, Oregon, with more than 284,000 members.
OCCU evaluated new technology as part of a broader effort to modernize its mortgage operations, focusing on improving workflow efficiency, strengthening communication, and ensuring the organization could support future growth in an increasingly competitive marketplace.
During its evaluation, OCCU found that while many vendors offered similar baseline functionality, Floify differentiated itself through its collaborative approach, best-in-class service model and ability to support future growth without disruption.
“Member expectations continue to evolve, and we wanted a solution that supports a truly holistic lending experience while giving us the ability to scale,” said Bill Bolton, vice president, mortgage strategy and planning at OCCU. “Floify stood out not just for its core functionality, but for its approach to partnership. Early on, it was clear that the Floify team understood our vision, where we want to grow and how their forward-thinking roadmap, including enhancements and AI, can get us there.”
Through the partnership, OCCU expects to improve file flow visibility, reduce back-and-forth communication, and deliver more seamless experiences for both loan officers and borrowers. Floify’s streamlined integrations will also help OCCU scale operations while maintaining a high standard of service.
“We’re proud to partner with OCCU as they continue to invest in technology that puts members first,” said Joshua Steffan, SVP and Group General Manager at Porch Group and Interim President and General Manager, Floify. “Their focus on experience, scalability and long-term growth aligns perfectly with how we build and evolve our platform.”