About Floify

Floify is a Mortgage Automation and Point-of-Sale Solution that helps to automate and manage all processes of loan origination. It helps mortgage professionals automate lending processes and improve communication between all stakeholders.

It provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, to increase the profitability of mortgage operations. It has a secure document portal, automated borrower and agent notification platform, suite of productivity integrations and so much more.

Key features include loan document management, customer database, loan processing, multi-branch support, digital signature, credit reporting, visual representation and more. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Floify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks.

Cuspera Reviews

Cuspera curates public sources on the Interest such as peer reviews, customer case studies and testimonials and expert blogs along with software vendor provided installation data to help you assess how well Floify solves your CRM needs.

Business Priorities

Acquire Customers and Improve Internal Communications are the most popular business priorities peers achieved using Floify.

Other priorities:

  • Increase Sales & Revenue
  • Enhance Customer Relationships
  • Build Brand Awareness
  • Improve Stakeholder Relations
  • Improve Digital And Social Presence
  • Grow Market Share
  • Improve ROI
See all business priorities See less business priorities

Use Cases

Peers recommend Sales Document Management , Engagement Management , Workflow Management , as the business use cases that they have been most satisfied while using Floify.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Sales Document Management

4.71/5

Read Reviews (26)

"...Email Signature With Floify, all of the automated email notifications that leave the system will include the custom HTML email signature of the loan flow owner. ..." Elevating the Borrowing Experience With Floify s Customizable Email Templates
digital signature

4.79/5

Read Reviews (23)

document sharing

3.63/5

Read Reviews (1)

Engagement Management with Phone Calls and E-Mail

4.69/5

Read Reviews (15)

"...This helps me move forward with loans and keep my customers informed without me having to do the follow up...." Peer review by Crystal S., Loan Originator, Real Estate
engaging and following up

4.85/5

Read Reviews (15)

Workflow Management

3.66/5

Read Reviews (15)

"...Although not a new partnership, Floify engineers also completed a round of enhancements to our AccountChek asset verification workflow...." The Best of Floify s 2019
PEER EXPERIENCES
Sales Document Management

4.71/5

Read Reviews (26)

"...Email Signature With Floify, all of the automated email notifications that leave the system will include the custom HTML email signature of the loan flow owner. ..." Elevating the Borrowing Experience With Floify s Customizable Email Templates
digital signature

4.71/5

Read Reviews (23)

document sharing

4.71/5

Read Reviews (1)

Engagement Management with Phone Calls and E-Mail

4.69/5

Read Reviews (15)

"...This helps me move forward with loans and keep my customers informed without me having to do the follow up...." Peer review by Crystal S., Loan Originator, Real Estate
engaging and following up

4.69/5

Read Reviews (15)

Workflow Management

3.66/5

Read Reviews (15)

"...Although not a new partnership, Floify engineers also completed a round of enhancements to our AccountChek asset verification workflow...." The Best of Floify s 2019

27+ more Business Use Cases

Our AI advisor, Wyz, harnessed 934 insights from peers and experts to help you assess how these Floify use cases fit your CRM needs.

Popular Business Setting

for Floify

Top Industries

  • Financial Services
  • Real Estate
  • Banking

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used Floify to Acquire customers and Improve internal communications

Peer and Expert Opinion on Features

for Floify

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Alerts: popups & Notifications

3.09/5

Read Reviews (53)
Templates

2.82/5

Read Reviews (33)
Landing page

3.55/5

Read Reviews (23)
Personalization

3.42/5

Read Reviews (20)
White label

0.76/5

Read Reviews (8)
FEATURES RATINGS AND REVIEWS
Alerts: popups & Notifications

3.09/5

Read Reviews (53)
Templates

2.82/5

Read Reviews (33)
Landing page

3.55/5

Read Reviews (23)
Personalization

3.42/5

Read Reviews (20)
White label

0.76/5

Read Reviews (8)

IT and Other Capabilities

for Floify

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.06/5

Read Reviews (170)
Data Export

3.85/5

Read Reviews (55)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.06/5

Read Reviews (170)
Data Export

3.85/5

Read Reviews (55)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.56/5

Read Reviews (67)
Chat Support

4.34/5

Read Reviews (4)
Phone Support

4.34/5

Read Reviews (4)
Email Support

3.97/5

Read Reviews (6)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.56/5

Read Reviews (67)
Chat Support

4.34/5

Read Reviews (4)
Phone Support

4.34/5

Read Reviews (4)
Email Support

3.97/5

Read Reviews (6)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.55/5

Read Reviews (6)
Custom Reports

3.89/5

Read Reviews (132)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

4.55/5

Read Reviews (6)
Custom Reports

3.89/5

Read Reviews (132)

Failure Risk Guidance Security Report

?

for Floify

Overall Risk Meter

Low Medium High

Top Failure Risks for Floify

Vendor Profile Details

Company Name

Floify

Company Website

https://floify.com/

HQ Location

Boulder, Colorado US

Employees

11-50

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