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Mortgage professionals and loan originators.
Financial institutions that require loan origination software.
It helps keep my team organized as well creates a seamless process to the client and Realtor. Everyone loves the milestone updates and I love how it's customizable.
A little confusing without a tutorial. Maybe a few more features at the lower package.
1 benefit is time savings for 1003 and docs collection/management. 2 benefit is professional look/feel, makes customers feel confident in who they are working with.
You no longer get multiple calls from clients asking what they should and shouldn't fill out online. You also don't need to give detailed needs lists.
The customer contact and follow up are awesome. The ability to track the receipt of documents and interface with other systems like docusign is a game changer for our team.
Making changes to needed documents after flow is created is a bit difficult to find. Also stopping the auto reminders is hard to find too.
I appreciate that my staff has transparency into collected documents so that I can simply direct them to Floify. My clients appreciate the ease of use and how clear the expectations are.
Sometimes the system lags and delays my applications. However, it does not happen too often.
It has been a great experience and when I call for help they are always wonderful to deal with.
This is really frustrating, I think it should just have to be confirmed once.
Allegro is very reliable and straightforward lending solution. It suites our smaller footprint very well and the Customer support is very good.
Some features that we utilized in DILLS aren’t available on Allegro. I am sad to see DILLS go as this made our jobs more difficult and time consuming.
The staff is very good to work with and very accommodating with any issues. Really good personal responses and response time.
I still have trouble building new Pricing rules.
I like the ability to navigate through the entire process. I like the valuable information that is available in real time.
A better way to convey this down sell or other option is needed on the decision screen instead of manipulating the figures and adding comments. The dealers are often confused by our response.
Raymond: Hi, my name is Raymond. I am an IT manager at a mortgage broker shop. We currently have roughly around 20, 25 employees and over 200 contractors. I would give Floify a 4/5. Before Floify, we had a very basic POS, and Floify just made it so much easier for the borrower to upload all the required documents to us. We chose Floify for the customer satisfaction of their user interface, and also the ease of having them upload their documents and not just only that, it actually also converts JPEG so when they take a photo of their document, it converts it over to A PDF, which is really nice touch. Floify was a little bit challenging to set up. It actually required a lot of training for our staff members, but I remember the integration into our LOS, our loan origination system, was pretty seamless. That was pretty fast, but the training piece I think was by far the most painful just because it's very user-friendly for the borrower, but on the backend system administrator or the user, it's a little bit more difficult. I would recommend Floify for anybody who does their loan docs already in the system, but Floify takes it to a whole nother level and making sure that you obtain what you need from your borrower. With nudges and different notifications, it really goes a long way of making sure that you have everything that you need to close the deal.
Floify
Top FeaturesAllegro Lending Suite
Floify
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Allegro Lending Suite
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