Floify

About Floify

Deep Dive with Clara AI

Floify is futuristic mortgage automation and POS software that helps mortgage companies to save their time by automating redundant tasks. The software’s POS portal offers a web-based access facility to individual borrowers, enabling them to apply for loans, upload necessary documents, eSign disclosures and monitor the status of applied loans. Floify is also packed with a variety of customizable and automated communication solutions that help referring agents, borrowers, and other stakeholders to get access to appropriate information as per convenience. The software’s Digital 1003 feature helps with submission rate enhancements and data integration procedures, offering access to the best-in-class loan application experience to individual borrowers. Floify also enables users to maintain loan file integrity and boost operational efficiency by integrating with a variety of external solutions, that cater to the need for document verification, eSignature generation, and CRM tasks. Moreover, the software also allows users to promote their brand and co-brand name by adding a company logo, custom CSS, and javascript along with a color scheme of their own.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $49.00. Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

90%
Reviews

93%
Momentum

64%
Popularity

87%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Business Hours, Online

Floify Features

Show Feature Explanation

Show Missing Features

Loan Origination Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

90%

Audit Trail

A record of changes made in chronological order of a user or activity

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Mobile Access

Allows accessing the software and product/service related information from a mobile device

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

Document Management

Ability to store and manage various information and documents in electronic format.

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Chat (Messaging)

Allows users to collaborate better by exchanging views and collect information through chatting or texting

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork

Floify Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

MONTHLY YEARLY

Business Plan $49.00 $59.00 per month

$588 billed yearly

Features

1 LO or Support user
Secure Borrower Portal
Status and Milestone Updates via Email, Text/SMS, and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application, which includes:
- Authorization to pull credit and borrower eConsent
- Spanish subtitles
- Downloadable PDFs
- Support for the updated URLA format
Custom Fields, Layouts, and Business Rules
Realtor® and Referral Partner Portal, including On-demand Pre-Approval Letters
Suite of Productivity Integrations
Automated Asset and Income Verification Integrations
White-Labeled Templates
Unlimited Storage
Mortgage Calculators with Built-in Lead Capture
White-Labeled iOS and Android Mobile Apps*
Advanced Compliance Controls
Company Dashboard

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Team Plan $175.00 $225.00 per month

$2100 billed yearly

Features

1 LO + 4 support users
Secure Borrower Portal
Status and Milestone Updates via Email, Text/SMS, and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application, which includes:
- Authorization to pull credit and borrower eConsent
- Spanish subtitles
- Downloadable PDFs
- Support for the updated URLA format
Custom Fields, Layouts, and Business Rules
Realtor® and Referral Partner Portal, including On-demand Pre-Approval Letters
Suite of Productivity Integrations
Automated Asset and Income Verification Integrations
White-Labeled Templates
Unlimited Storage
Mortgage Calculators with Built-in Lead Capture
White-Labeled iOS and Android Mobile Apps*
Advanced Compliance Controls
Company Dashboard

Start Free Trial

Enterprise Plan Custom

$2100 billed yearly

Features

Includes features of Team plans plan, plus
Integrate with your LOS
Disclosure Desk
Fannie Mae Desktop Underwriter® Integration
LOS Milestone Sync
White-Labeled iOS and Android Mobile Apps*
Hybrid E-Closing**
Dedicated Account Manager with Priority Support
Concierge Onboarding and Training
Straightforward Pricing Model – No Hidden Per-Loan Fees

Start Free Trial

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 02/09/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Floify Pricing

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Floify Reviews

User Rating

4.8/5 (Based on 130 Ratings)

Rating Distribution

Excellent
86.2%
Very Good
13.1%
Average
0%
Poor
0%
Terrible
0.8%

User Sentiments

Ease of Use, Automated Document Collection, Secure Document Upload, Extensive Integrations

Mobile App Functionality, Customization Limitations, Milestone Updates, Email Automation

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Review Summary

Overall, users praise Floify's user-friendly interface, ease of use, and efficient loan processing capabilities. They appreciate the system's automation features, customizable templates, and e-signatures, which streamline the loan application process. Additionally, Floify's customer support is lauded for its responsiveness and helpfulness. However, some users have reported occasional technical glitches and limited customization options. The mobile app's functionality could also be improved for a more seamless experience.

Pros

Streamlined mortgage application process: reduces paperwork and accelerates loan processing.
Improved communication: central platform for lenders, borrowers, and real estate agents to collaborate efficiently.
Enhanced data security: utilizes advanced encryption and compliance measures to safeguard sensitive information.

Cons

Occasional technical glitches: users have reported intermittent issues with the platform's functionality.
Limited customization options: users may find the platform's features less adaptable to their specific needs.
Higher pricing compared to some competitors: Floify's pricing may be perceived as higher than similar mortgage software solutions.

AI-Generated from the text of User Reviews

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