Floify

About Floify
Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between all stakeholders. The software provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, with the aim of increasing the profitability of mortgage operations.
Key features of Floify include a customer database, loan processing, multi-branch support, digital signature, credit reporting, and visual representation. The 1003 application-based system offers step-by-step guidance to borrowers applying for mortgages. Stakeholders can receive automated emails and SMS notifications about upcoming deadlines, current status of loans, and more. The point of sale (POS) module allows borrowers to simplify the completion of loan application processes by uploading support documents and disclosures.
Floify’s automation tool generates custom documentation to share with prospects and streamline communication across all levels. Integrations with various third-party applications such as Jungo CRM, Dropbox, DocuSign, Slack, CoreLogic, Alliance2020, and more are designed to streamline the lending pipeline and optimize customer experience.
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Reviews
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- Industry: Financial Services
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Documentation upload allows my clients seemless access with security
Reviewed on 2018/05/14
Ease of receiving requested documentation greatly enhances the borrower experience and provides a...
Ease of receiving requested documentation greatly enhances the borrower experience and provides a end to end solution for documenting loans in a way that the old postal mail, email and fax could never accomplish.
Pros
Ease of use allows for clients to provide sensitive personal information over a secure site. With mortgage specific personal information, clients are aware and benefit from Floify.
Cons
Although Floify continues to improve and add features to this product, the price-point and value exceed expectations.
Response from Floify
Hey, Guy! Thanks so much for your glowing review of Floify. We are so happy to hear that our platform is providing exceptional value to your business.
All of us here at Floify wish you and your team the utmost success at American Financial Lending, Inc. Thanks again for your review and for using Floify!
- Industry: Banking
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
So very close to perfect...
Reviewed on 2019/10/02
Overall it has really been a game-changer for efficiency and customer experience. We love it!
Overall it has really been a game-changer for efficiency and customer experience. We love it!
Pros
Floify has really improved our team workflows and customer experience. It has eliminated "lost documents" that have been emailed to a team member. It has eliminated duplicate requests for the same document from the client. It has streamlined workflows and increased efficiency. We love it and a couple of small development tweaks would make it perfect in every way.
Cons
There are 2 things I would change that would make a HUGE difference. 1) Add DOB to the loan flows. This is a critical component that will allow us to sync our software to both Jungo and Encompass without creating duplicates. Right now we spend a good amount of time merging duplicates in Jungo because this field doesn't exist. The problematic workflow is that we create a contact in Jungo... manually push to floify from Jungo... Floify automatically pushes to Encompass... Encompass syncs back with Jungo based on DOB and name. Without the DOB encompass doesn't recognize that the contact exists in Jungo and a duplicate is created. 2) Allow the loan officer to complete or finish the application on behalf of the client. This would greatly improve the customer experience by allowing the application to be taken over the phone (start to finish) or completed over the phone if the customer gets stuck or confused. What would it take to have these changes programmed? They would be so immensely valuable to us.
Alternatives Considered
BlendReasons for Switching to Floify
Benchmark recommended based on great support and collaborative development of the software.Response from Floify
Hi Shanna, thank you for taking the time to leave a candid review of your experience with Floify. We are happy to see that our point-of-sale solution has improved your team workflows and customer experience. With regards to the issues you pointed out, DOB can be added to your loan flows by using our Custom Fields functionality if you would like help with setting this up, please feel free to contact our Support team. Also, the ability for a loan officer to complete an application is coming soon with our "co-piloting" functionality, so please stay tuned for that!
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Best in class POS
Reviewed on 2023/03/17
The user interface is a little outdated, but Floify does what it needs to do in spectacular...
The user interface is a little outdated, but Floify does what it needs to do in spectacular fashion. Very happy with the product and the customer service.
Pros
My customers report that it is super easy to use and the integration with Lending Pad works seamlessly
Cons
The idea that Floify tried to market insurance services to my clients without my knowledge or consent
- Industry: Financial Services
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
I love it!
Reviewed on 2019/10/30
Pros
Floify is everything that I was looking for
Cons
I should be able to include my personal team (processor’s) without additional cost.
Response from Floify
Hey Frederick, thank you for the fantastic review of Floify! We are happy to see that our solution is everything you were looking for. We are constantly rolling out new features, so you should be seeing more great things soon!
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Floify is Awesome to work with!
Reviewed on 2024/02/07
Excellent , ease to use and good really customer service, friendly staff
Excellent , ease to use and good really customer service, friendly staff
Pros
Ease of use great customer service . Always provide response to inquiries quickly
Cons
That you can only have 2 borrowers per loan Floify, would love to see that we could option to have 4 borrowers
Floify FAQs
Below are some frequently asked questions for Floify.Q. What type of pricing plans does Floify offer?
Floify offers the following pricing plans:
- Starting from: US$79.00/month
- Pricing model: Subscription
- Free Trial: Available
Business Plan: $79/month or $840/year Team Plan: $250/month or $2400/year Contact Floify to request Enterprise Plan pricing
Q. Who are the typical users of Floify?
Floify has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Floify support?
Floify supports the following languages:
English
Q. Does Floify support mobile devices?
Floify supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Floify integrate with?
Floify integrates with the following applications:
Box, BytePro, Docusign, Dropbox Business, Encompass, Equifax, Google Drive, Jungo, LendingPad, MeridianLink Mortgage, Microsoft Azure, Plaid, Salesforce Sales Cloud, Slack, Surefire CRM, eEndorsements.com
Q. What level of support does Floify offer?
Floify offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat
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