Floify Pricing, Features, Reviews and Alternatives

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.

Although Floify continues to improve and add features to this product, the price-point and value exceed expectations.

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!

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.

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...

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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!

My customers report that it is super easy to use and the integration with Lending Pad works seamlessly

The idea that Floify tried to market insurance services to my clients without my knowledge or consent

Floify is everything that I was looking for

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

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!

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.

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.

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!