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Floify REVIEW

POS Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 8.7

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.

Overview 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.

Overview 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

Floify is also listed in the following subcategories:

Category:Position:Category:Position:
POS Software#18
Category:Position:
POS Software#18

Each company has different needs and needs an application that can be customized for their size, type of employees and clients, 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 product, first be sure what you need it for. Read some Floify reviews and ask yourself do you want basic functionality or do you want sophisticated functionality? Are there any industry-specific functionalities that you are looking for? Obtain the answers to these queries to assist your search. There are lots of factors that you need to mull over and these include your budget, specific business needs, your organization size, integration needs etc. Take your time, try out a few free trials, and finally select the app that presents all that you need to boost your firm competence and productivity.

How Much Does Floify Cost?

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

We realize that when you make a decision to buy POS Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Floify reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Floify. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

16

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING
  • TICKETS

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

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.

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