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 users to customize iOS and Android mobile applications with brand value. 

Floify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks. The pricing is available via monthly subscriptions and provides support via email, chat and phone.



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Supported Operating System(s):

Web browser (OS agnostic)

34 Reviews of Floify

Average User Ratings

Overall

4.88 / 5 stars

Ease-of-use

5.0

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(30)

4 stars

(4)

3 stars

(0)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 34 reviews

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May 2018

Nicole from Uptown Mortgage, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

May 2018

Floify has EXPONENTIALLY increased productivity and communication with borrowers.

We have more clear communication between our office and the borrowers and agents. It has simplified document collection and literally changed our processing forever.

Pros

We love that all doc capture is in one place, we have a record of all requests made to borrowers so we avoid multiple requests and having docs in various locations. We also like the milestone feature. It allows us to maintain communication with agents as well. Our agents LOVE the contact and feel like they are connected to a file's progress.

Cons

The website slows and times out, more often recently. There is also not a way to allow an agent to be both a borrower and an agent with the same email. Or if the borrower has set up an account with a different lender who utilizes Flofiy, we are required to get that account deactivated before they can start using our portal. I understand why, but I wish there were a work around.

Response from Floify of Floify, LLC

Replied June 2018

Hi, Nicole! Thank you for the awesome review of Floify. To start, we would like to offer our apologies for the slow performance of the platform lately. After a recent system upgrade, Floify is running faster than ever, so you shouldn't encounter any additional issues with reduced speed or stability. Last year, we enabled the ability for an agent to be both an agent and a borrower, even with the same email. In addition, borrowers are now free to use the same email address with multiple lenders. If you would like additional details on either of these updates, please feel free to reply to this response and we'll put you in touch with our Support team.

February 2017

Douglas from American Pacific Mortgage

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2017

Floify is Fantastic!

As the production manager for my active and growing branch I personally vet any software that we think might be helpful for our loan originators or staff. I have been using Floify for about 6 months and I am so happy with it that I am being a champion for Floify to our corporate office. I appreciate that I have complete control over the list of documents that I can choose from and that I can create one-off document requests that best fit the borrower's needs. I appreciate the wonderful customer service in helping me create the custom lists and custom forms. I appreciate that my staff has transparency into collected documents so that I can simply direct them to Floify. My clients appreciate the ease of use and how clear the expectations are. They have expressed appreciation for the ability to clearly see what they still have to provide. The reminder letters also serve as a gentile goad to move the loans along when it is the client who is stalling out. As a compliance manager as well I love how this avoids the danger of sending sensitive documents via email and is so much easier to deal with than 'encrypted' email.

Response from Floify of Floify, LLC

Replied February 2017

Hi Doug! Thank you SO much for your kind words and the great feedback into the areas of Floify that you find to be the most valuable for you and your team. We've truly enjoyed working with you and your team at American Pacific. Cheers to your continued success!

June 2018

Becca from AMEC Home Loans

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2018

Game changer! I love the ease of collecting docs and keeping parties updated!

Pros

I love being able to keep parties updated through the milestone updates and the ease of requesting documents is essential and very helpful!

Cons

If there is a realtor listed, then I cannot also use that email address if they want to start a personal loan flow. Also, Floify just started integrating with our Encompass and I don't like the docs going into a Floify bucket instead of the unassigned.

Response from Floify of Floify, LLC

Replied August 2018

Hey, Becca! Thanks so much for your wonderful review of Floify! Our team is so excited to hear that our system is simplifying your document collection process and keeping your parties updated. Our Customer Support team will reach out to you soon to provide guidance on the Encompass integration as well as information on your question pertaining to realtors in Floify. Thanks again for your review! The Floify team wishes AMEC Home Loans the utmost success.

May 2018

Tim from Atlantic Home Loans

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

One Stop for Your Clients

Pros

All in one functionality. Doc examples to show what a proper form should look like. Customization to your company.

Cons

There needs to be more doc examples available to the client. Things like DD-214's, Mortgage statement, 401(k) retirement Statement,

Response from Floify of Floify, LLC

Replied August 2018

Hello, Tim! Thanks so much for your review of Floify. Our team is excited to hear that you are enjoying the procedural customization feature within our system. The Floify team is working on adding more default documents to our system. With that being said, Floify customers always have the option to add common documents that they frequently request from their borrowers. These can be added through your Floify settings. Feel free to reach out to our Support team if you have any questions! Thanks again for your kind words; we really appreciate the feedback. Cheers to Atlantic Home Loans' success!

September 2018

Jessica from Stockton Mortgage Corporation

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

September 2018

Floify Review

Love it

Pros

love to keep the docs organized. The organization of it is amazing giving that we have to collect do many documents

Cons

Clients have a hard time uploading if we haven't created an option make easier for them. Need to update expiration dates on Appraisal credit card. can you make the titles up to date? for example 2016 and 2017 taxes and W-2's? I hate having to do that as it always takes me a little while to figure out since I have to do it once a year.

Response from Floify of Floify, LLC

Replied October 2018

Hi, Jessica! We appreciate you taking the time to write a review of Floify. We are happy to see that you love the document collection/organization features of the solution. If you would like assistance with updating your templates to reflect the current year, please reach out our Support team at your convenience and they will be happy to walk you through the process. In the meantime, we will pass your feedback onto our Engineering team so they can address in a future update. Thank you for being a valued Floify user!

May 2018

Guy from American Financial Lending, Inc.

Company Size: 11-50 employees

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 of Floify, LLC

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!

May 2018

Sarah from CrossCountry Mortgage, Inc.

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2018

Floify covers a wide range of needs

There are many benefits of this software - mainly increasing accurate and timely communication with clients.

Pros

Being able to have a secure portal that clients can download/upload to/from. Floify is super easy to learn and use, and my entire team implements it daily.

Cons

Some templates/features in Floify are not able to be changed or deleted. For example, the option to put "closing date," etc.

Response from Floify of Floify, LLC

Replied June 2018

Hi there, Sarah! Thank you for your thoughtful review of Floify. We love hearing that the software is easy to use for our customers and that lender teams are able to communicate more easily with their borrowers! We strive to make the system as flexible and customizable as possible, and we apologize if some options you were seeking weren't easily available. Please reach out to our Support team if you would like them to take a look at your templates to make sure they're setup the way you'd like. Thanks again for your kind words; Floify always appreciates your feedback!

January 2019

Timothy from The Orlicki Group

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2019

Amazing platform for any mortgage shop - Even better for bigger enterprise clients

In addition to being an incredible platform the customer support is one of the best I have ever seen for any mortgage specific Saas company.

Pros

Floify is very simple and easy to use. Wonderful interface, smart 1003, easy doc collection and automated reminders for your users. We also use it to generate pre-approvals and give our realtors access to generate their own approvals. It's become a keystone piece of software for our shop. We also have it linked to our main CRM MLO Shift and it works seamlessly within our that platform will very little set up time.

Cons

It can get a little cumbersome and overwhelming as there are almost endless possibilities as well as lots of extra added apps and features. Being a smaller shop some of the enterprise features and Encompass sync options are not available to us.

May 2018

Adam from BalanceProcess.com

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

Floify has changed my life.

1 benefit is time savings for 1003 and docs collection/management. 2 benefit is professional look/feel, makes customers feel confident in who they are working with.

Pros

All docs collected in one area. Simple 1003. Allows me to treat each file the same, and keep my brain organized.

Cons

Honestly, everything can be customized. I used to hate when an auto email was sent when I accepted all docs. But then I realized you could turn off that auto email, now we're golden.

Response from Floify of Floify, LLC

Replied June 2018

Hi there, Adam! Thanks so much for your glowing review of Floify! Our team is so excited to hear that our software has had such an impact on your company's loan processing and that you are enjoying the procedural customization feature within our system. All of us here at Floify wish you well as BalanceProcess.com continues to succeed with our system. Thanks again for your kind words; we really appreciate the feedback!

May 2018

Carri from Union Home Mortgage

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

So easy to use and keep track of everything

Its the easiest way to keep track of documents requested and submitted - best way to give FYI info and see the borrower acknowledged it. Gives an easy way to ask for documents needed and not forget anything - the app for borrowers to use on their phone is great (wish it would take multiple pages though)

Pros

That its on line - multiple users - someone really used their brain when designing this - so easy to use -

Cons

Would like a better way to use form packs when requesting documents - would like a video to send to realtors how to log on and write pre-approval letters

Response from Floify of Floify, LLC

Replied August 2018

Hi, Carri! Thanks for your considerate review of Floify. The Floify team is so happy to hear that our system is easy to use and helpful for lender/borrower communication. Actually, we are currently in the process of creating new video content. A "How To" on pre-approval letters is a great idea. We also appreciate your feedback on our quick packs feature. Thanks again for your review, and we wish Union Home Mortgage the utmost success!

May 2018

Gerard from Bay Equity Home Loans

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

May 2018

Overall, the system is helpful for managing borrower docs but have had some system glitches of late.

This software saves me and my assistant time so we can spend more time on money making activities.

Pros

It's ease of use, functional templates, and reminders. We are able to setup templates for each type of loan then once we convert the lead into the Floify pipeline within minutes you can send a borrower checklist. This is a very nice feature.

Cons

System glitches with docusign most recently but I believe this problem was fixed and we are now back up and running.

Response from Floify of Floify, LLC

Replied May 2018

Hi, Gerard! Thanks so much for reviewing Floify! We really appreciate your thoughtful feedback. After the most recent upgrade to our system, Floify is faster than it has ever been. We hope Bay Equity continues to succeed with our system. Thanks again for your great review!

May 2018

jennifer from Movement Mortgage

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0