Floify Pricing, Features, Reviews & Comparison of Alternatives

Floify

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

4.84/5 (69 reviews)

Floify overview

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.

Key features of Floify include a customer database, loan processing, multi-branch support, digital signature, credit reporting, and visual representation. The 1003 application-based system offers step-by-step guidance to borrowers applying for mortgages. Stakeholders can receive automated emails and SMS notifications about upcoming deadlines, current status of loans, and more. The point of sale (POS) module allows borrowers to simplify the completion of loan application processes by uploading support documents and disclosures.

Floify’s automation tool generates custom documentation to share with prospects and streamline communication across all levels. Integrations with various third-party applications such as Jungo CRM, Dropbox, DocuSign, Slack, CoreLogic, Alliance2020, and more are designed to streamline the lending pipeline and optimize customer experience.
floify.com

Pricing

Starting from
$79/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Floify screenshot: Floify: adding borrower documents screenshotWhat is Floify?Floify screenshot: Floify: iOS interface screenshotFloify screenshot: Floify: client dashboard screenshot

Floify user reviews

Excellent
58

Very good
11

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.8
  4.7
  4.8
  4.9
Guy McAtee

Documentation upload allows my clients seemless access with security

Used daily for 2+ years
Reviewed 2018-05-14
Review Source: Capterra

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


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Shanna Tucker

So very close to perfect...

Used daily for 1-2 years
Reviewed 2019-10-02
Review Source: Capterra

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 push to floify from Jungo... Floify automatically pushes to Encompass... Encompass syncs back with Jungo based on DOB and name. Without the DOB encompass doesn't recognize that the contact exists in Jungo and a duplicate is created. 2) Allow the loan officer to complete or finish the application on behalf of the client. This would greatly improve the customer experience by allowing the application to be taken over the phone (start to finish) or completed over the phone if the customer gets stuck or confused. What would it take to have these changes programmed? They would be so immensely valuable to us.

Response from Floify


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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David Torres

Fast customer support & so many features!

Used daily for less than 6 months
Reviewed 2019-10-31
Review Source: Capterra

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.

Response from Floify


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!

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Frederick Schmitz

I love it!

Used daily for 6-12 months
Reviewed 2019-10-30
Review Source: Capterra

Pros
Floify is everything that I was looking for

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

Response from Floify


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Shawnyce LeRoy

Time saver!

Used daily for 1-2 years
Reviewed 2019-11-28
Review Source: Capterra

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.

Response from Floify


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Floify pricing

Starting from
$79/month
Pricing options
Subscription
Free trial
View Pricing Plans

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

Floify features

Automatic Notifications
Data Import/Export
Real Time Data

API (348 other apps)
Accounting Integration (188 other apps)
Accounting Management (221 other apps)
Activity Dashboard (301 other apps)
Audit Trail (169 other apps)
Billing & Invoicing (228 other apps)
Compliance Management (238 other apps)
Customizable Reporting (194 other apps)
Electronic Payments (200 other apps)
Expense Tracking (179 other apps)
Financial Analysis (164 other apps)
Invoice Management (270 other apps)
Invoice Processing (185 other apps)
Multi-Currency (190 other apps)
Reporting & Statistics (339 other apps)
Third Party Integration (273 other apps)
Workflow Management (192 other apps)

Videos and tutorials

Additional information for Floify

Key features of Floify

  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Credit Reporting
  • Electronic Applications
  • Loan Origination
  • Loan Processing
  • Loan Submission Control
  • Mortgages
  • Multi-Branch
  • Online Application
  • Pre-Qualification
  • Pricing Management
  • Residential Mortgages
  • Third Party Loan Origination
  • Visual Presentation
View All Features