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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 businesses have specific business-related requirements, it is only practical that they abstain from paying for an all-encompassing, ideal business application. Needless to say, it would be futile to try to pinpoint such application even among popular software products. The right thing to do can be to take note of the varied important functions that need analysis such as major features, pricing, technical skill aptitude of the users, company size, etc. Next, you must perform the product research systematically. Browse over some of these Floify reviews and scrutinize each of the applications in your list in detail. Such all-encompassing product investigation guarantee you weed out ill-fitting apps and select the system which offers all the aspects you require company requires.

Position of Floify in our main categories:

Floify is also listed in the following subcategories:

It's crucial to realize that virtually no software in the POS Software category is going to be a perfect solution able to fulfill all the requirements of various company types, sizes and industries. It may be a good idea to read a few Floify POS Software reviews first as some services can dominate only in a really small group of applications or be created with a really specific industry in mind. Others may operate with an intention of being easy and intuitive and therefore lack complicated functions desired by more experienced users. You can also come across services that cater to a large group of users and give you a rich feature base, however this usually comes at a more expensive cost of such a service. Be certain that you're aware of your needs so that you buy a solution that offers all the elements you search for.

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: 12.09.2019 Company Size: 11-50 Employees Industry: Real Estate

Lots of positives to using it

Read full review >
Nestor
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 04.09.2019 Company Size: More than 100 Employees Industry: Financial Services

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
3.8/5 (2 user reviews)
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 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 9 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 9 months ago

Read full review >

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 >
Velma
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 12.09.2019 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.

What do you think about this review? Great Poor

Lots of positives to using it

Read full review >
Nestor
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 04.09.2019 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.

What do you think about this review? Great Poor
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Reviewed By Jenny Chang
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