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.

Pricing starting from:

US$79,00/month

  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

US$79,00/month

  • Free Trial
  • Subscription

Images

Floify: adding borrower documents screenshot
Floify: iOS interface screenshot
Floify: client dashboard screenshot
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Floify video
Floify screenshot: Floify: adding borrower documents screenshot Floify screenshot: Floify: iOS interface screenshot Floify screenshot: Floify: client dashboard screenshot

Features

Total features of Floify: 51

  • Ad hoc Analysis
  • Alerts/Notifications
  • Audit Trail
  • Built-In Database
  • Compliance Management
  • Contact Database
  • Cost Analysis
  • Customer Accounts
  • Customer Database
  • Customer Management
  • Customer Profiles
  • Customer Service Analytics
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Customization
  • Data Capture and Transfer
  • Data Import/Export
  • Data Migration
  • Data Profiling
  • Data Storage Management
  • Data Visualization
  • Demographic Data
  • Desktop Notifications
  • Digital Signature
  • Document Management
  • Document Templates
  • Electronic Signature
  • Email Templates
  • Employee Database
  • Historical Trend Analysis
  • Loan Processing
  • Multi-Company
  • Online Applications
  • Pipeline Management
  • Predictive Analytics
  • Pricing Management
  • Profitability Analysis
  • Progress Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reporting/Analytics
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Spend Analysis
  • Template Management
  • Trend Analysis
  • Visual Analytics

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Shape

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Reviews

Overall rating

4,8 /5
(69)
Value for Money
4,8/5
Features
4,7/5
Ease of Use
4,8/5
Customer Support
4,9/5

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Showing 5 reviews of 69
Guy M.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • 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!

Shanna T.
Overall rating
  • Industry: Banking
  • Company size: 501-1 000 Employees
  • Used Daily for 1+ year
  • 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.

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!

David T.
Overall rating
  • Industry: Financial Services
  • Company size: 51-200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Fast customer support & so many features!

Reviewed on 2019/10/31

user-friendly for the most part I wish there could be more of a CRM option added to this since we...

user-friendly for the most part I wish there could be more of a CRM option added to this since we already have all the client data needed for it. like reminders and mailout/texts etc...

Pros

the features allowed to us as far as sorting and requesting docs are amazing I love how quick it is to stack and send. I love how your reps was able to create an app like icon on my smartphone so I could access it while on the go.

Cons

sometimes the features can be too much that you don't know where to begin but I know this will blow over with more time spent using the system.

Response from Floify

Hey David, thank you for submitting a detailed review of Floify. We're excited to see that our support team was able to provide you with some guidance and customizations to help you get the most out of the platform. If you ever need additional assistance, please reach out anytime!

Frederick S.
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • 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!

Shawnyce L.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Time saver!

Reviewed on 2019/11/28

Overall, Floify has saved me a lot of time, headaches and grief, I would highly recommend this...

Overall, Floify has saved me a lot of time, headaches and grief, I would highly recommend this system to anyone looking for a better and more balanced work life.

Pros

It is a secure way to transmit documents between clients and myself, which in the age we are living in is so crucial. It has drastically cut down on the number of emails that I receive from clients as I am no longer updating a condition list via email every time a client sends me a document. Almost all of my clients have had no problem learning and using Floify, the few who refuse to use it are skeptical of any online document transmission. Every time I had to use the support team, they responded right away and they were always able to help and very friendly.

Cons

The number of emails clients receive was excessive, mainly because some clients took a very long time to satisfy conditions but almost all of them got very frustrated after a while. I had to turn off my auto-update emails for all clients and now they only receive an update when I prompt the system to or when I accept/reject documents. Note that you can control the number of days that you send it, but I found that with the maximum setting (4 days) it was still excessive and the clients were getting very annoyed. That being said, I have been having a great experience with turning this off, and would probably recommend turning off the auto check-ins anyway. I keep in contact with my clients often enough that they do not need to also receive auto emails from my as well.

Response from Floify

Hi Shawnyce, thank you for taking the time to write a detailed review of Floify. We appreciate you sharing how you were able to customize notifications to make your borrowers' experience more enjoyable. We hope you're enjoying your more balanced work-life with Floify!

Showing 5 reviews of 69 Read all reviews

Floify FAQs

Below are some frequently asked questions for Floify.

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

We do not have any information about Floify features

Floify has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Floify supports the following languages:

English

Floify supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Floify integrates with the following applications:

Box, DocuSign, Dropbox Business, Google Drive, Microsoft Azure, Plaid, Salesforce Sales Cloud, Slack

Floify offers the following support options:

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

Related categories

See all software categories found for Floify.