Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between stakeholders. An online portal enables efficient collection and verification of documents, progress tracking, and more.
Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • Chat
Your Mortgage CRM & Marketing Tools Anywhere. Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 700+ five star reviews.
Your Mortgage CRM & Marketing Tools Anywhere. Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

US$79.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$165.00/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.8 /5
(74)

Ease of Use

4.7/ 5

Features

4.7/ 5

Customer Service

4.9/ 5

Value for Money

4.8/ 5

Overall rating

4.5 /5
(86)

Ease of Use

4.3/ 5

Features

4.5/ 5

Customer Service

4.6/ 5

Value for Money

4.4/ 5

Total features 42

  • API
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Borrower Management
  • CRM
  • Campaign Management
  • Client Database
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • For Borrowers
  • For Brokers
  • Lead Capture
  • Lead Management
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Marketing Automation
  • Mobile Access
  • Multi-Company
  • Online Applications
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Real-Time Reporting
  • Refinance Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Rules-Based Workflow
  • Sales Pipeline Management
  • Search/Filter
  • Secure Data Storage
  • Social Media Integration
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Template Management
  • Third-Party Integrations
  • Visual Presentation

Total features 33

  • API
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Borrower Management
  • CRM
  • Campaign Management
  • Client Database
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • For Borrowers
  • For Brokers
  • Lead Capture
  • Lead Management
  • Loan Management
  • Loan Origination
  • Loan Processing
  • Marketing Automation
  • Mobile Access
  • Multi-Company
  • Online Applications
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Real-Time Reporting
  • Refinance Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Rules-Based Workflow
  • Sales Pipeline Management
  • Search/Filter
  • Secure Data Storage
  • Social Media Integration
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Template Management
  • Third-Party Integrations
  • Visual Presentation
  • Box
  • BytePro
  • Calyx Point
  • Docusign
  • Dropbox Backup
  • Dropbox Business
  • EncompaaS
  • Encompass
  • Equifax
  • Facebook Apps and Tabs
  • Google Calendar
  • Google Drive
  • Jungo
  • LendingPad
  • MeridianLink Mortgage
  • Microsoft Azure
  • Microsoft Outlook
  • Plaid
  • Salesforce Sales Cloud
  • Slack
  • Surefire CRM
  • Zapier
  • eEndorsements.com
  • Box
  • BytePro
  • Calyx Point
  • Docusign
  • Dropbox Backup
  • Dropbox Business
  • EncompaaS
  • Encompass
  • Equifax
  • Facebook Apps and Tabs
  • Google Calendar
  • Google Drive
  • Jungo
  • LendingPad
  • MeridianLink Mortgage
  • Microsoft Azure
  • Microsoft Outlook
  • Plaid
  • Salesforce Sales Cloud
  • Slack
  • Surefire CRM
  • Zapier
  • eEndorsements.com