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
Because companies have their own business needs, it is only rational that they steer clear of preferring an all-in-one, ”best” software product. Still, it would be difficult to pinpoint such a software system even among popular software solutions. The reasonable thing to undertake can be to note down the various main functions which merit analysis such as crucial features, budget, skill aptitude of the users, company size, etc. The second step is, you must perform the research systematically. Read some of these Floify reviews and check out each of the software options in your list in detail. Such detailed research guarantees you take out mismatched software solutions and subscribe to the one which meets all the benefits your business requires for optimal results.
Position of Floify in our main categories:
Organizations have diverse needs and requirements and no software solution can be just right in such a condition. It is pointless to try to find a perfect out-of-the-box software system that fulfills all your business needs. The smart thing to do would be to customize the system for your specific needs, employee skill levels, finances, and other aspects. For these reasons, do not hasten and pay for well-publicized trendy applications. Though these may be widely used, they may not be the perfect fit for your particular wants. Do your groundwork, look into each short-listed application in detail, read a few Floify POS Systems reviews, speak to the seller for explanations, and finally select the app that presents what you want.
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 know that when you choose to buy a POS Systems it’s important not only to find out how experts rank it in their reviews, but also to find out whether the actual people and enterprises that bought these solutions are genuinely happy with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Floify reviews across a vast array of social media sites. The information is then presented in an easy to digest way indicating how many clients had positive and negative experience with Floify. With that information available you should be equipped to make an informed buying 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:
Sort by:
Latest
- Latest
- Most useful
- Most positive
- Most negative
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.
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular Floify Alternatives
Top Competitors To Floify By Price
Product name:
Price:
Trending POS Systems Reviews
Floify Comparisons
Product name:
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
Page last modified
Did you find this review useful?
Yes
No
Thank you for your feedback
How can we make this page better?
Unsure about this software?
FIND ALTERNATIVES
Why is FinancesOnline free?