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.

Ease of use, accountability, incredible customer service, and reliability.

I worked with the executive to build a custom system and I love it. It’s working out extremely well.

Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software.

All of us in the company love this CRM. Very helpful and user-friendly.

They frequently release excellent features and have top notch customer service. They built a custom system that fit all of my needs.

I really don't have a lot of bad experience with Shape Software.

I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to  file sharing easily accessible.

The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier.

The software is very easy to use and all of the required data I need is displayed in a streamline and easy to monitor manner. The software is intuitive and easy for anyone to use.

Shape Software is intuitive, organized, customizable, and great for any sized company.

Shape software is easy to use, intuitive, and just the perfect software.

It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.

I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them.

I have had an amazing experience with the software and team behind this all.

I haven't really found anything I don't like about this program.

Overall, I am excited to continue using Shape. I believe it will streamline communications and records.

This a must in our business,  I couldn’t conduct business without the CRM, they have amazing support and training material.

Shape Software definitely fits my companies needs. On top of that, it is easy to install and has excellent support.

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.

Fast response, easy to use website, very easy to request a demo.

Shape is an amazing clear cut, efficient, streamlined software that allows you to customize the portal to.

I haven't used very many softwares before Shape Software, but it is definitely more intuitive than the other ones, which was my biggest grievance when I discovered it.

This is the best CRM a mortgage company can use. And competitively priced too.

I like the way they organize their graphs. They make it super easy to understand trends.

I highly recommend Shape to anyone looking for a cost-efficient, highly effective CRM software.

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

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.


Shape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.


Shape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.


Shape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.



Floify vs Shape

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