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Floify Logo

Floify

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

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Floify Reviews

Overall rating

4.8

/5

74

Rating criteria

  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.52/10

Reviews by rating

Pros and cons

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.
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.
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74 reviews

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