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.

Accessing the program is difficult if you forgot your PW. No simple password reminder or reset.

The ease and simplicity make simple nexus functionality a breeze.

The Encompass integration is very tight, solid performance. Overall very happy with this platform.

The ability to work from anywhere I have internet connections. I receive high compliments on the built in scanner and the ability to add documents without printing and delivering these items to me.

Ease of use for my customers is a huge plus, the simplicity of the system makes it easy to use even for the less tech-savy users.

Can't edit the Loan Officer landing pages without special requests, and even then what can be changed is limited.

If I am refinancing a prior customer or user, the borrowers are confused about which application to review when they have an existing application.

Every process activity from start to end is quite smooth which helps in earliest closure of loan sanctioning process without any hassle. The platform is fast and does not exhibit any latency.

At times there are sync issues for coborrowers using the app. This can lead to confusion seeing loan details and uploading documentation.

The options for our clients to use their preference of smartphone or PC is great as some will only use one or another.

They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go.

My only complaint is that we are not quite where we need to be. I am specifically speaking about the e-signing piece.

We are thoroughly pleased with it's performance and the technical/customer service team behind it.

The support is incredible. Anytime I or my customers need help, the support staff is available and helpful.

The calcultator that can help a client find out their future mortgage payment with a few choices. I also loved the fact that it connected directly to my pricer and I was able to check rates, live.

I love the fact I can share my info and mortgage app with prospective buyers.

The difficult portion for me as a new builder lender, was the pre-approval letter. It was very hard to customize.

We brought the SimpleNexus app on board earlier in their exception have been nothing, but pleased with the app, support, and the great features they continue to improve.

The team at SimpleNexus are a joy to work with. They are flexible to our business model and offer a software that compliments our sales team quite well.

Easy to get a hold of success managers, easy platform to use, overall good experience.

I like having the ablity to go back and pull up loaded documents and review the application with the client when they need help.

It was a little bit of a pain to upload one or two documents at a time and have to submit it so you didn’t go over the size cap.

I use the share feature of the app more than my business card. It is a great tool to get prospective clients applications started right away.

Very secure, easy to use, simplistic approach for clients, easy to import client application to LOS.

Reporting capabilities need to be more flexible. A bit sluggish when it comes to doing custom integrations.

SimpleNexus is very easy to use and intuitive. The interface is clean and simple.

Integration with our LOS. Makes getting applications easy.

I have been a bit disappointed with the support process when our admin has questions. The response time has been tested at times.

Ease of use - especially from my mobile devices. Being able to text to share is excellent.

I am often out of the office and having an efficient tool that I can quickly text to prospects and to referral partners is invaluable. Technology that frees me from sitting at my desk is great.

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

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

Unlock new levels of efficiency and profitability with nCino’s Mortgage Suite (formerly: SimpleNexus). The cloud-based solution automates application, origination, and closing, delivers modern customer convenience, surfaces data insights, and simplifies incentive compensation management.

Our Mortgage Suite includes:

Mortgage (formerly: SimpleNexus platform): Allows you to capture more leads, simplify the customer journey, enhance stakeholder collaboration, and execute origination and closing processes with improved efficiency.

Incentive Compensation (formerly: CompenSafe): Enhances mortgage compensation workflows, eliminating reliance on chaotic email chains or manual payroll spreadsheets in favor of automated accuracy, transparency, flexibility, and efficiency.

Mortgage Analytics (formerly: Nexus Vision): With intuitive dashboards, instant pipeline and performance data views, loan-level drill-downs, scorecards, and more, this product helps financial institutions deploy a unified data strategy to increase productivity and efficiency.

Floify vs nCino’s Mortgage Suite

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