Floify Review
What is Floify?
Floify is a best-in-class mortgage point-of-sale solution with an automated communications flow with borrowers, a digital 1003 loan application form, mobile apps, and a suite of integrated apps. It empowers you to streamline your loan management workflow by providing you with a web-based portal.
From there, your customers can complete their loan application and append their consent or agreement electronically. After which, borrowers can track the status of their applications by themselves and even receive constant updates through their email. Because of this, you can reclaim parts of your day that used to be dedicated to informing clients about the milestones and focus towards critical tasks.
Show MoreOverview of Floify Benefits
All-Around POS Accessibility
As the Floify point-of-sale solution is web-based, your team can access it from any browser on computers, smartphones, and tablets. This reinforces you to be productive regardless of your preferred device or location.
The same goes for your borrowers. They can complete their loan applications on any device from a single platform. With this streamlined process, your loan officers have access to every document and tool they require to administer loan applications, thus, enabling your clients to receive their loans faster.
Responsive Digital Application Form
Paper forms can be laborious to fill up and can be misplaced easily, resulting in postponements of the next stage of the workflow. However, you can transform that inefficient procedure into a streamlined one using Floify’s digitized 1003 loan application form. It has an integrated interview-style questionnaire to keep your borrower moving forward. It has a responsive design as well to allow customers to complete the form on whichever device they prefer. Moreover, it is integrated with credit reporting agencies like AccountCheck to accelerate verification and approval.
Automated Loan Updates
Updating borrowers of their applications’ status is a time-consuming task. With Floify, you can take back those chunks of time and convert them into something more productive. That is because the solution can automate communications with the borrowers. It can send milestone updates and even notify clients of deadlines for submission of additional requirements. As such, you can prevent bottlenecks and hold customers accountable for any delay that may occur.
In-the-Know Colleagues
Aside from updating borrowers of the status of their applications, Floify can also keep everyone in the office in the loop. This creates transparency in the organization that facilitates smoother turning over of tasks. This way, conflicts regarding decisions can be minimized.
Show MoreOverview of Floify Features
- Mortgage Point-of-Sale
- Loan Document Management
- Business Rules
- Automated Borrower & Agent Communications
- Milestone Updates
- Deadlines & Notifications
- Agents & Stakeholders Notifications
- Office Collaboration
- Web-Based 1003 Loan Application
- Interview-Style Questionnaire
- Flexible & Adaptable Digital Application
- Integrated 1003 Loan Application
- Mobile Apps
- Integrations
Floify Position In Our Categories
Keeping in mind companies have specific business-related requirements, it is only rational that they avoid purchasing an all-encompassing, ideal business program. At any rate, it would be hard to pinpoint such a software solution even among well-known software solutions. The correct step to undertake should be to note down the varied essential functions that demand scrutiny such as important features, plans, skill capability of staff, company size, etc. Thereafter, you should conduct the research exhaustively. Browse over these Floify evaluations and explore the other solutions in your shortlist more closely. Such well-rounded product research guarantee you stay away from unfit apps and subscribe to the system that offers all the benefits your business requires.
Position of Floify in our main categories:
Every enterprise has different requirements and requires an application that can be personalized for their size, type of workers and clients, and the particular industry they are in. For these reasons, no system can provide perfect tools off-the-shelf. When you try to find a software system, first be sure what you want it for. Read some Floify POS Systems reviews and ask yourself do you desire basic features or do you require complex tools? Are there any industry-specific features that you are looking for? Find the answers to these questions to aid your search. There are plenty of aspects that you need to mull over and these include your budget, specific business requirements, your organization size, integration needs etc. Take your time, check out a few free trials, and finally choose the platform that offers all that you require to improve your organization efficiency and productivity.
How Much Does Floify Cost?
Floify Pricing Plans:
Free Trial
Business Plan
$59/month
Team Plan
$225/month
Enterprise Plan
Contact vendor
What are Floify pricing details?
Floify Pricing Plans:
Free Trial
Business Plan
$59/month
Team Plan
$225/month
Enterprise Plan
Contact vendor
Floify has three simple enterprise pricing options. You can choose to pay for your preferred plan monthly or prepay annually. The solution has a free trial that you can sign up for before you commit. Meanwhile, the inclusions of each package are outlined below.
Business Plan – $59/month or $588/year
- 1 Loan Officer or Support User
- Secure Borrower Portal
- Status & Mileage Updates
- Mobile Apps
- Borrower Electronic Consent
- White-labeled Templates
- Unlimited Storage
- Customizable Online 1003 Application
- Custom Fields, Layouts, Business Rules
- Progressive Web Apps
- Realtor/Referral Partner Portal
- On-demand Pre-approval Letters
- SMS/Text Notifications
- Custom HTML Email Signature
- Suite of Productivity Integrations
- Automated Asset & Income Verification
- Company Dashboard
Team Plan – $225/month or $2,100/year
- 1 Loan Officer + 4 Support Users
- Centralized Pipeline
- All inclusions of the Business Plan
Enterprise Plan – By quote
- Unlimited Users
- All Basic Features
- LOS Integration
- Disclosure Desk
- Advanced Compliance Controls
- Concierge Onboarding and Training
- Priority Support
- Dedicated Account Manager
User Satisfaction
Positive Social Media Mentions
16
Negative Social Media Mentions
0
We are aware that when you choose to purchase a POS Systems it’s important not only to see how experts score it in their reviews, but also to find out if the actual clients and enterprises that use these solutions are indeed content with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Floify reviews across a broad array of social media sites. The information is then displayed in an easy to digest form revealing how many users had positive and negative experience with Floify. With that information at hand you should be ready to make an informed business choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
- Annual Subscription
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Floify?
Floify has both native and third-party integrations:
- Slack
- Dropbox
- Google Drie
- DocMagic
- DocuSign
- Tended Credit*Hi-Lite
- Hippo Insurance
- Clear Choice Credit
- Alliance2020
For the complete list, you can visit the website or speak with the support team.
Floify User Reviews
Floify average rating:
4/5
Overall impression
5/5
Customer Support
3/5
Value for Money
3/5
Ease of Use
Write your own review of this product
ADD A REVIEWThe most favorable review
PROS: The thing I appreciate most about this tool is it's so user-friendly that even our clients have no trouble using it. There is no steep learning curve involved when navigating the user interface, resulting in less frustration from our clients.
CONS: The tool may be easy to use but I don't like how there's very little you can do when it comes to customizing it. There is definitely still room to grow and improve, especially when it comes to tailoring it to specific business needs.
The least favorable review
PROS: The thing I appreciate most about this tool is it's so user-friendly that even our clients have no trouble using it. There is no steep learning curve involved when navigating the user interface, resulting in less frustration from our clients.
CONS: The tool may be easy to use but I don't like how there's very little you can do when it comes to customizing it. There is definitely still room to grow and improve, especially when it comes to tailoring it to specific business needs.
More reviews from 2 actual users:
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Perfect when you need client documents in one place
Read full review >
4/5
Overall impression
3/5
Customer Support
4/5
Value for Money
3/5
Ease of Use
Published on: 27.09.2021
Company Size: 11-50 Employees
Industry: Real Estate
PROS: The thing I appreciate most about this tool is it's so user-friendly that even our clients have no trouble using it. There is no steep learning curve involved when navigating the user interface, resulting in less frustration from our clients.
CONS: The tool may be easy to use but I don't like how there's very little you can do when it comes to customizing it. There is definitely still room to grow and improve, especially when it comes to tailoring it to specific business needs.
Lots of positives to using it
Read full review >
4/5
Overall impression
3/5
Customer Support
4/5
Value for Money
3/5
Ease of Use
Published on: 13.02.2021
Company Size: More than 100 Employees
Industry: Financial Services
PROS: I really like how this tool saves everyone's time thanks to its ability to produce pre-approval letters. As long as the lender has already set the maximum approval amount in the system, I can print the letters, even if they're not around. This just makes everything move along quickly.
CONS: Right now, I really can't think of anything I actively dislike from this tool.
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Floify user reviews
Perfect when you need client documents in one place
Read full review >
4/5
Overall impression
3/5
Customer Support
4/5
Value for Money
3/5
Ease of Use
Published on: 27.09.2021
Company Size: 11-50 Employees
Industry: Real Estate
Lots of positives to using it
Read full review >
4/5
Overall impression
3/5
Customer Support
4/5
Value for Money
3/5
Ease of Use
Published on: 13.02.2021
Company Size: More than 100 Employees
Industry: Financial Services
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