About Floify

Floify is a cloud-based point-of-sale solution designed for the mortgage industry that helps automate and manage all processes of loan origination. Designed for all business sizes, it provides a web-based portal to streamline communications among lenders, borrowers and other mortgage stakeholders.

Features of Floify include loan document management, automated borrower/agent communications, a realtor and referral partner portal, collaboration, interview-styled questionnaires and milestone alerts via SMS, email and mobile applications. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Additionally, it provides white-label solutions for us...


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Supported Operating System(s):

Web browser (OS agnostic)

60 Reviews of Floify

Average User Ratings

Overall

4.84 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(58)

58

4 stars

(11)

11

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 60 results

May 2018

Guy from American Financial Lending, Inc.

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

Documentation upload allows my clients seemless access with security

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

Replied August 2018

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!

October 2019

Shanna from Benchmark Mortgage

Company Size: 501-1,000 employees

Industry: Banking

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

October 2019

So very close to perfect...

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.

Reasons for Choosing Floify

Benchmark recommended based on great support and collaborative development of the software.

Response from Floify

Replied October 2019

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!

November 2019

Shawnyce from Belair Mortgage Group

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

November 2019

Time saver!

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.

Reasons for Choosing Floify

An agent in our office had been using it and spoke highly of it.

October 2019

David from Infinity Mortgage Holdings, LLC

Company Size: 51-200 employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

Functionality

5.0

October 2019

Fast customer support & so many features!

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.

October 2019

Joey from ESCO Mortgage Advisors

Company Size: 1 employee

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2019

Cutting edge technology for small and big mortgage lenders

Pros

This product is a must have for big or small lenders. It makes the loan process unbelievably faster and easier for clients to upload required documentation from their personal computer or cell phone, and for them to receive milestone updates so they and their realtor always know what is going on in the loan process. More importantly, requesting and receiving the clients information/documentation is secure and safe. Anyone in the lending industry whom is looking into a lending platform for their company should definitely take a look at Floify. It will be well worth their time.

Cons

There is nothing that I do not like about Floify, accept for their tech team to make it easier to place/apply the code into your company website for the loan application and account creation.

Reasons for Choosing Floify

More affordable with all of the same features.

Response from Floify

Replied October 2019

Hey Joey, thank you for taking the time to provide feedback on your experience with using Floify! We're happy to see that our platform has made the process of requesting, uploading, receiving, and reviewing loan documentation faster and easier for you and your clients :)