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
Bearing in mind companies have distinctive business requirements, it is only practical they steer clear of picking an all-encompassing, “perfect” system. Needless to say, it is nearly futile to try to pinpoint such an app even among recognizable software products. The reasonable thing to undertake would be to tabulate the several vital factors which demand analysis including key features, pricing, technical skill competence of staff, organizational size, etc. Then, you must follow through the research comprehensively. Go over some of these Floify analyses and look into each of the software programs in your shortlist in detail. Such detailed research makes sure you stay away from unsuitable software solutions and buy the system that meets all the benefits your business requires.
Position of Floify in our main categories:
Each organization has different needs and requires an application that can be customized for their size, kind of staff members and customers, and the specific industry they are in. For these reasons, no platform can offer perfect features off-the-shelf. When you try to find a software app, first be sure what you require it for. Read some Floify POS Systems reviews and ask yourself do you need basic tools or do you need advanced features? Are there any industry-specific tools that you are searching for? Obtain the answers to these queries to aid your search. There are lots of factors that you need to mull over and these include your finances, particular business needs, your company size, integration needs etc. Take your time, check out a few free trials, and finally zero in on the app that offers all that you require to enhance your company effectiveness 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 make a decision to get a POS Systems it’s crucial not only to see how experts evaluate it in their reviews, but also to check if the real people and businesses that purchased these solutions are actually happy with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Floify reviews across a vast range of social media sites. The data is then displayed in an easy to understand format indicating how many people had positive and negative experience with Floify. With that information available you will be equipped to make an informed business decision 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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