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Floify Logo
Floify
4.8
(69)

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The Industry's Leading Mortgage Point-of-Sale Solution

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(3)

Floify Pricing, Features, Reviews and Alternatives

Floify product overview

Price starts from

79

/user

Per month

What is Floify?

Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between all stakeholders. The software provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, with the aim of increasing the profitability of mortgage operations.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Phone Support
Email/Help Desk
Chat

Training options

Webinars
In Person
Documentation
Live Online

Floify pricing information

Value for money

4.8

/5

69

Starting from

79

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Floify features

Functionality

4.7

/5

69

Total features

24

2 categories

Most valued features by users

Third Party Integrations
Data Import/Export
Compliance Management
Alerts/Notifications
Real Time Reporting
Audit Trail
Document Management
Pipeline Management

Functionality contenders

Floify users reviews

Overall Rating

4.8

/5

69

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.6/10
Rating distribution

5

4

3

2

1

58

11

0

0

0

Pros
The customer contact and follow up are awesome. The ability to track the receipt of documents and interface with other systems like docusign is a game changer for our team.
The tracking of the loan process is wonderful. The milestone updates the customers receive are both informational and entertaining.
I like the end user experience. Since I began using this software I have had a number of positive comments about the ease of transmitting documents during a loan process.
Cons
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.
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.
This is almost a "set it and forget it" software for gathering documents from our borrowers.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Documentation upload allows my clients seemless access with security

Reviewed 4 years ago

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.

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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So very close to perfect...

Reviewed 3 years ago

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...

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Fast customer support & so many features!

Reviewed 3 years ago

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.

Vendor response

Hey David, thank you for submitting a detailed review of Floify. We're excited to see that our support team was able to provide you with some guidance and customizations to help you get the most out of the platform. If you ever need additional assistance, please reach out anytime!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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I love it!

Reviewed 3 years ago
Pros

Floify is everything that I was looking for

Cons

I should be able to include my personal team (processor’s) without additional cost.

Vendor response

Hey Frederick, thank you for the fantastic review of Floify! We are happy to see that our solution is everything you were looking for. We are constantly rolling out new features, so you should be seeing more great things soon!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Time saver!

Reviewed 3 years ago

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.

Vendor response

Hi Shawnyce, thank you for taking the time to write a detailed review of Floify. We appreciate you sharing how you were able to customize notifications to make your borrowers' experience more enjoyable. We hope you're enjoying your more balanced work-life with Floify!

Floify FAQs and common questions

Q. What type of pricing plans does Floify offer?

Floify has the following pricing plans:
Starting from: $79.00/month
Pricing model: Subscription
Free Trial: Available


Q. Who are the typical users of Floify?

Floify has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does Floify support?

Floify supports the following languages:
English


Q. Does Floify support mobile devices?

Floify supports the following devices:
Android, iPad, iPhone


Q. Does Floify offer an API?

No, Floify does not have an API available.


Q. What other apps does Floify integrate with?

Floify integrates with the following applications:
MeridianLink Mortgage, Dropbox Business, Microsoft Azure, DocuSign, Jungo, Google Drive, Box, LendingPad, Plaid, Salesforce Sales Cloud, Slack, eEndorsements.com, Surefire CRM


Q. What level of support does Floify offer?

Floify offers the following support options:
Knowledge Base, Phone Support, Email/Help Desk, Chat

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