Floify Overview
Floify enhances mortgage origination by offering a digital platform tailored for brokers, independent mortgage banks, banks, and credit unions. It simplifies the loan origination process, ensuring a smooth borrower experience. Floify's platform acts as a point-of-sale system, integrating seamlessly into existing workflows. This positions lenders to efficiently manage documents, track loan progress, and communicate with borrowers. A unique aspect of Floify is its customization capabilities, allowing lenders to adapt the platform to their specific lending practices. This flexibility supports diverse lending styles, setting Floify apart in the competitive mortgage technology landscape.
Use Cases
Customers recommend Digital Signature, Engaging And Following Up, Workflow Management, as the business use cases that they have been most satisfied with while using Floify.
Business Priorities
Acquire Customers and Improve Internal Communications are the most popular business priorities that customers and associates have achieved using Floify.
Floify Use-Cases and Business Priorities: Customer Satisfaction Data
Floify works with different mediums / channels such as Phone Calls. E-Mail. and Website.
Floify's features include Alerts: Popups & Notifications, Templates, Landing Page, etc. and Floify support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Floify analytics capabilities include Analytics, and Custom Reports.
Reviews
"...Key features of Floify include a customer database, loan processing, multi-branch support, digital signature, credit reporting, and visual representation...." Peer review
Peer review evidence (same sources as the product rating summary)
"...Dynamically generate compliant loan disclosures and eDeliver them to the borrower for eSignature Instantly pull credit reports from Alorica Credit Services into a Floify loan file Instantly pull credit reports from Data Facts into a Floify loan file Instantly pull credit reports from ACRAnet into a Floify loan file Instantly pull credit reports from Mortgage Fax, Inc. (MFI) into a Floify loan file Instantly pull credit reports from Credit Information Systems into a Floify loan file Instantly pull credit reports from Credit Services Northwest into a Floify loan file Instantly pull credit reports from Strategic Information Resources into a Floify loan Instantly pull credit reports from Online Information Services into a Floify loan file Instantly pull credit reports from Advantage Credit Bureau into a Floify loan Instantly pull credit reports from Sunrise Credit into a Floify loan file Instantly pull credit reports from Accudata into a Floify loan file Instantly pull credit reports from Alert Credit into a Floify loan file Integrate Floify with UberWriter's mortgage income analysis software Try Floify for Free...." Integrations
"...Borrowers and agents are increasingly preferring mobile methods of communication and engagement...." Floify The Leading Mortgage Automation and Point-of-Sale Solution
"...Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows have a new combo in their toolkit Shape Software now directly integrates with digital Point of Sale (POS) and mortgage automation solution Floify! ..." Shape Software + Floify = The Ultimate Mortgage POS and Automation Workflow!
Floify, monday sales CRM, E-Sign, WORKetc, IXACT Contact, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Floify streamlines the loan origination process and enhances borrower experiences. It is the leading mortgage point-of-sale platform for brokers, IMBs, banks, and credit unions.
Popular Business Setting
for Floify
Top Industries
- Financial Services
- Real Estate
- Banking
Popular in
- Small Business
- Mid Market
- Enterprise
Floify is popular in Financial Services, Real Estate, and Banking and is widely used by Small Business, Mid Market, and Enterprise.
Floify Customer wins, Customer success stories, Case studies
What makes Floify ideal for Digital Signature?
What benefits does Floify offer for Engaging And Following Up?
How can Floify enhance your Workflow Management process?
How efficiently Does Floify manage your Generation Of New Leads?
How efficiently Does Floify manage your Helpdesk Management?
11 buyers and buying teams have used Cuspera to assess how well Floify solved their CRM needs. Cuspera uses 934 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
What is Floify?
Frequently Asked Questions(FAQ)
for Floify
What is 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.
What is Floify used for?
What are the top features of Floify?
Who uses Floify?
What are Floify alternatives?
Where is Floify located?
Peers used Floify for digital signature and engaging and following up
Floify Competitors
Floify Features
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- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (6) |
| Custom Reports | Read Reviews (132) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (6) |
| Custom Reports | Read Reviews (132) |
Software Failure Risk Guidance
?for Floify
Overall Risk Meter
Top Failure Risks for Floify
Floify LLC Profile
Company Name
Floify LLC
Company Website
https://floify.com/HQ Location
Boulder, Colorado US
Employees
11-50
Social
Financials
PRIVATE
