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.

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.

Although Floify continues to improve and add features to this product, the price-point and value exceed expectations.

Overall it has really been a game-changer for efficiency and customer experience. We love it!

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.

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.

The user interface is a little outdated, but Floify does what it needs to do in spectacular fashion.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.

My customers report that it is super easy to use and the integration with Lending Pad works seamlessly

The idea that Floify tried to market insurance services to my clients without my knowledge or consent

Excellent , ease to use and good really customer service, friendly staff

Ease of use great customer service . Always provide response to inquiries quickly

That you can only have 2 borrowers per loan Floify, would love to see that we could option to have 4 borrowers