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Floify Review

Floify
Our score: 8.7 User satisfaction: 100%

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

Because companies have particular business requirements, it is only practical they avoid purchasing an all-in-one, ”best” system. Nonetheless, it would be hard to try to stumble on such a software system even among sought-after software systems.
The right step to do should be to tabulate the numerous chief factors which necessitate scrutiny like essential features, price terms, technical skill aptitude of the users, business size, etc. Then, you should conduct your product research exhaustively. Have a look at some Floify reviews and explore the other software programs in your shortlist more closely. Such detailed research guarantee you take out poorly fit software solutions and select the one that has all the tools you require company requires.

Position of Floify in our main categories:

Floify is also listed in the following subcategories:

Enterprises have diverse wants and requirements and no software platform can be ideal in such a scenario. It is pointless to try to find a perfect out-of-the-box software product that fulfills all your business requirements. The smart thing to do would be to adapt the solution for your special wants, worker skill levels, finances, and other aspects. For these reasons, do not rush and subscribe to well-publicized leading solutions. Though these may be widely used, they may not be the ideal fit for your particular requirements. Do your groundwork, look into each short-listed system in detail, read a few Floify POS Software reviews, speak to the seller for explanations, and finally settle for the product that offers what you need.

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

Positive Social Media Mentions 16
Negative Social Media Mentions 0

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.

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?

  • email
  • phone
  • live support
  • training
  • tickets

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Floify Comparisons

Floify user reviews

Perfect when you need client documents in one place

Read full review >
Velma
4/5

Overall Impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 19.08.2019 Company Size: 11-50 Employees Industry: Real Estate

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.

Floify average rating:

Average score
0/5 ( user reviews)
0/5

Overall Impression

0/5

Customer Support

0/5

Value for Money

0/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Velma

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.

Reviewed 2 months ago

Read full review >

The least favorable review

Velma

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.

Reviewed 2 months ago

Read full review >

More reviews from actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Perfect when you need client documents in one place

Read full review >
Velma
4/5

Overall Impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 19.08.2019 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.

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Reviewed By Jenny Chang
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