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
Keeping in mind companies have unique business needs, it is only sensible they steer clear of seeking an all-in-one, ”best” software product. Nevertheless, it would be futile to try to come across such an app even among well-known software systems. The correct step to do should be to write the several important functions which call for a research like essential features, costing, technical skill competence of staff, organizational size, etc. Next, you must do your product research fully. Browse over some Floify review articles and explore the other software systems in your list more closely. Such detailed research guarantee you take out poorly fit apps and buy the one which has all the function your company requires to realize efficiency.
Position of Floify in our main categories:
Each enterprise has its own characteristics, and might need a specific POS Systems solution that will be fit for their company size, type of clients and employees and even individual industry they support. We advise you don't count on finding an ideal software that is going to be suitable for each business regardless of their background is. It may be a good idea to read a few Floify POS Systems reviews first and even then you should keep in mind what the software is intended to do for your company and your workers. Do you need a simple and intuitive solution with only elementary functions? Will you actually make use of the advanced functionalities needed by experts and big enterprises? Are there any particular features that are especially practical for the industry you operate in? If you ask yourself these questions it will be much easier to get a solid app that will match your budget.
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 buy a POS Systems it’s important not only to learn how professionals rank it in their reviews, but also to check if the real clients and businesses that use this software are actually content with the service. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Floify reviews across a wide range of social media sites. The information is then presented in an easy to understand way indicating how many customers 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:
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?