I greatly enjoy the ease with which borrowers can upload their documents quickly. The LO is notified and you can go in a review them to make sure it is exactly what you need.

I love the ease of the program and the red, yellow , and green lights for our customers. The overall concept is amazing.

It is super intuitive and effective. If you enjoy getting calls at all hours asking how to do your online application, this isn't for you.

We have it linked with our Box.com account for encryption and cloud storage and unfortunately there is no way to link the Floify folder with our internal buyer folder.

Every time I had to use the support team, they responded right away and they were always able to help and very friendly.

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

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.

He offers training which is easy to follow and is always available whenever you call and if he's not there's another floify customer service rep that is easily available.

A little confusing without a tutorial. Maybe a few more features at the lower package.

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.

User interface needs some polishing. Some features are in hard to find areas.

Borrowers think that the process is super easy and intuitive.

It has streamlined workflows and increased efficiency. We love it and a couple of small development tweaks would make it perfect in every way.

It auto-follows up on what I need from clients and keeps running tabs on what's been sent in, cleared, and what's still outstanding.

Making changes to needed documents after flow is created is a bit difficult to find. Also stopping the auto reminders is hard to find too.

I really like the capability of making your own preset files, then when you have a new prospect or client, you can easily select a work flow that best suits your current file.

Sometimes the system lags and delays my applications. However, it does not happen too often.

Excellent integrations, ease of use for client facing pos.

I like that it neatly organizes all the documents that you requested from a borrower, and its all done through a secure portal.

Underwriting is much more streamlined and integrates nicely into Portofolio Management when a deal funds.

There has been nothing to dislike about the software. I have no negative comments/experience thus far.

Also, like the ability to customize certain features for our use.

The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially.

MA provided us with the majority of the features that we needed to run a successful business at a fraction of the cost of the competitors.

Using Mortgage Automator as the end to end platform for my hard money lending business.

The software is super easy to learn and use and has a wide range of integrations and capabilities.

The only part I dislike about this software is that I didn't get it earlier.

On top of that, the support team is outstanding and has very fast turnaround times. Highly recommend this product.

User friendly , top grade reporting and highly effective support systems.

Lots of features to make our documents are own. Customer Service is friendly, responsive and very helpful.

I really love the fact that this software is so customizable to suit our company needs in the best way possible.

Staff and developers are great and reliable. They take pride in their product and are constantly looking to improve the growth of their system in the servicing industry.

Very quick to respond and resolve any questions.

The dislikes are almost non existent. There are a few little tricks to learn, but once you do learn them any little dislikes are quickly solved.

Extremely user friendly and highly customizable. Customer service and technical support are top notch, they are always there for you if you encounter any problems.

Overall, the experience has been great. We have been able to streamline our business and make our processes simpler, faster, and easier, saving us time and money.

There are so many features that are great, but the ability to produce so many of our custom documents so quickly has made us super efficient and lifted our game considerably.

Another fabulous feature is the tracking. At a glance, we can track pretty much anything.

The software is VERY user friendly and the ability to customize to our needs is seemless.

When we've had questions, the support desk was amazingly fast at responding. I also appreciate the 'suggestion box' and that the company listens to user input to make the product even better.

Best software for anyone managing Mortgage Capital.

Their staff is always ready to help and I am very happy with Mortgage Automator all in all. And just the amount of time the program saves us is worth every penny in itself.

A lot of customizations allowed which is great for our unique business.

This product is very easy to use, we like the clean reports and the ease of using this system to support our mortgages.

Too many new features introduced during implementation process made it difficult for training purposes.

The software is easy to use and integrates well with our current practices. Regular updates to the software increases functionality.

Mortgage Automator is very user friendly, intuitive and robust.

The best part of this software is the amazing team behind it.

We have all levels of staff using it from data entry to document creation all the way up to ownership and revenue tracking.

The system has great tools to show reports for our investors.

Overall, Mortgage Automator continues to provide excellent customer service and continues to save us time and effort as the software can be adjusted to fit our needs.

If you make an error on a construction advance you have to unfund the loan completely and re enter all the advances in all over again.

I can't say there is anything I dislike about Automator.

I don't think there is not a whole lot to dislike.

What we like most about Mortgage Automator is the ease of use along with the very responsive and helpful customer service shown at all levels of the organization.

The customer service is top notch, any issue has been resolved in a timely matter. Mortgage Automator has saved our company countless hours of administrative work with this product.

I have used this software for a little more than a year now and I can easily say its the best software out there.

I love love LOVE this program. It has made my tracking headache free and comes with every option I need.

Lots of features to unpack and implement. Customer Service and Support is responsive and helpful.

Overall, we are very happy. The user interface is awesome and the overall experience is the best we've seen.

We found that we saved time and provided better accuracy on items like discharge statements and instructions to solicitor. Implementation was quick and easy.

At the present time, there has not been any features that are a problem.

It is fast, easy to use, and reliable. A short list of the things we love.

As a team we are thrilled by the amount of new features and progress that the software has provided us.

US Dollar

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.



LongDescription

Document Templates

Digital Signature

Electronic Signature

Pipeline Management

Customer Database

Template Management

Loan Processing

Data Import/Export

Audit Trail

Compliance Management

Loan Management

Multi-Company

Pricing Management

Online Applications

Alerts/Notifications

Reminders

Customizable Templates

Customer Management

Real Time Reporting

Customizable Branding

Contact Database

Secure Data Storage

Third Party Integrations

Document Management

Search/Filter

Status Tracking

Document Storage

Borrower Management

Rules-Based Workflow

Communication Management

Configurable Workflow

Loan Origination

Lead Management

Electronic Applications

Residential Mortgages

Client Portal

For Brokers

For Borrowers

Credit Reporting

Task Management

Activity Tracking

Reporting & Statistics

Web browser (OS agnostic)

Business Plan: $79/month or $840/year
Team Plan: $250/month or $2400/year
Contact Floify to request Enterprise Plan pricing

Email/Help Desk

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Floify

In Person

Live Online

Webinars

Documentation

Videos

Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business.

With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Our intuitive Upload Portal allows borrowers to securely upload important files, images, and videos, making it easy for lenders to review and manage loan applications.

Automator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities. From payment processing and alerts to automating collection processes, tax payments, and reserve tracking, Mortgage Automator streamlines your loan servicing processes and provides a complete overview of your business.

Enhance the credibility of your lending operations and give investors peace of mind with our comprehensive fund structure solution. Automate distribution and reinvestment calculations, manage your investors easily, and provide clear, comprehensive investor statements to give them a complete understanding of their portfolio.

With Mortgage Automator, you can simplify your lending operations and focus on driving growth.


Floify vs Mortgage Automator

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