Who Uses This Software?

Mortgage professionals and loan originators.


Average Ratings

9 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $29.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Floify
  • floify.com/
  • Founded 2012
  • United States

About Floify

Automate the process of collecting loan documents from borrowers and emailing loan status updates to real estate agents and borrowers.


Floify Features

  • Amortization Schedule
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Document Management
  • Electronic Applications
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages

Floify Reviews Recently Reviewed!

Within 2 months our team's document struggles disappeared. Buyers LOVE Floify.

May 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It's incredible straight forward, easy to use and simple to set up and operate from a Lender standpoint. The ease of use and buyer experience is also top notch. Our referral partners love being in the loop when it comes to their buyers documents and the ability for them to easily and quickly create pre-approval letters within the parameters we set is a vital tool to build our relationship with them.

Cons: We have it linked with our Box.com account for encryption and cloud storage and unfortunately there is no way to link the Floify folder with our internal buyer folder. Minor hurdle. An intro video for the tutorial would be really helpful. VERY small details.

Overall: Too many to list. Ease of use, encryption and security, incredible user experience.

My client borrowers, referral partners and I love Floify

Feb 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Everything, its fantastic! Its revolutionized my lending practice allowing me to become paperless and streamline creating a drive threw experience for my borrowers. I send them the link to the online loan application and the check list on Floify within 60 seconds. The borrower can return the application and documents in 10 minutes or less for the ultimate drive threw experience form anywhere on the planet.

Cons: Nothing its great --

Overall: I love Floify and my client borrowers using it tell me they love it too. Even my real estate agent referral partners that I help with their personal loan transactions have told me how much they love it saying they wonder why other lenders aren't using this great tool. Its revolutionized my business in todays virtual business to paperless and the ability to work remotely from anywhere on the plate I can get Wi-Fi. Its help me create a drive threw experience for my borrower clients. Thanks Floify ~ Derek Holmberg - Loan Officer Bay EQ

Recommendations to other buyers: Nothing - every lender should be using Floify to securely pass document back and forth.

Floify is Fantastic!

Feb 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: As the production manager for my active and growing branch I personally vet any software that we think might be helpful for our loan originators or staff. I have been using Floify for about 6 months and I am so happy with it that I am being a champion for Floify to our corporate office.
I appreciate that I have complete control over the list of documents that I can choose from and that I can create one-off document requests that best fit the borrower's needs. I appreciate the wonderful customer service in helping me create the custom lists and custom forms. 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. They have expressed appreciation for the ability to clearly see what they still have to provide. The reminder letters also serve as a gentile goad to move the loans along when it is the client who is stalling out.
As a compliance manager as well I love how this avoids the danger of sending sensitive documents via email and is so much easier to deal with than 'encrypted' email.

Vendor Response

by Floify on February 24, 2017

Hi Doug! Thank you SO much for your kind words and the great feedback into the areas of Floify that you find to be the most valuable for you and your team. We've truly enjoyed working with you and your team at American Pacific. Cheers to your continued success!

Mortgage System Review

Jan 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: its easy to use and keeps in track automatically, milestones

Cons: does not have a client crm system

Overall: This is the best software that I have come across, It has everything that a mortgage professional needs and I would recommend it to anyone that needs a system for tracking deals

Recommendations to other buyers: crm

Vendor Response

by Floify on January 25, 2017

Hello Mohamed, Thank you for your candid review of Floify! We're delighted that you find value in the ability to track deals and milestones and would welcome the opportunity to discuss which CRM systems (and to what extent) you'd like us to integrate with. You can reach me at holly@floify.com and our Customer Success and Product team would be delighted to speak with you.Thanks again for your review!

Simple and Effective

Jul 19, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using Floify's services for over a year now and it has massively simplified the way we gather documentation from our clients. No longer do we have to call or email to follow up with borrowers to remind them about their documentation since Floify does it for us. It provides a very user friendly interface for both employees and our borrowers. The simple red light, yellow light, green light system makes things very clear to everyone what stage a document is in.

Just like any system it is not perfect, BUT everyone at Floify is very open to suggestions for improvements. My team has made several suggestions over the course of the past year and a half and most of the suggestions were actually implemented. I find that amazing because how many other tech companies do you work with listen to you that much and implement so quickly.

Not all of our borrowers like using it, but in my opinion these are the people that have a tough time with any kind of technology. For everyone else, I have heard positive reviews on how easy they find it and how simple it is for them to use.

Vendor Response

by Floify on July 20, 2015

Hey Emily, your team's suggestions have been great over the past year and a half!

Blown Away!

Jul 14, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This is the absolute the best software I have used in my 13 years in the mortgage industry! Floify saves us so much time in requesting documents, following up for documents, gathering documents & reviewing documents! Floify's document reject feature assists in making sure we have exactly what we need from the buyer, instead of the buyers providing us what they "think" we need and then getting upset when we ask for the document over again. Floify is also phenomenal for keeping the agents up to date on where we are in the process. The Floify support staff is always available to answer questions, and is always open, and receptive, to feedback. Customers For Life!

Vendor Response

by Floify on July 16, 2015

Hey Michael, you and The Kyles Team are really great to work with. Thank you for the kind words.

Floify Rocks!

Jul 13, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: After some hesitation, I decided I would check out what Floify is all about. The moment that I took time and played with Floify, I realized this is a no brainer. This part of the mortgage process was where we were seeing our biggest gaps of turn times. We went from getting docs back in 72 hours to 48 with about ten less emails! This is huge for me and my team.

Vendor Response

by Floify on July 14, 2015

Hey Greg, that is an awesome statistic! "Getting docs back in 48 hours instead of 72 hours, with about ten fewer emails." Awesome! And thanks!

Great big thanks to Floify for saving me time

May 06, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Just wanted to say a great big thanks to Floify for saving me time this evening. Who doesn't want to wrap up the day with a task taking about a minute when I was allocating almost an hour for it.

With Floify's link share I could choose the docs I wanted to share with my underwriter without having to save them to my computer, or worse yet, print as PDFs and email 28 docs! This keeps the client's info safe and secure.

As I discovered tonight, there's a lot more to your system than I've been using.

Vendor Response

by Floify on May 06, 2015

Hey Walt, thank you for sharing your Floify story about all the time you saved!

Great product

May 05, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Very user friendly! Keeps everyone up to date on what's going on with a file and you can keep all docs in 1 place and easily see what's needed on a file

Vendor Response

by Floify on May 06, 2015

Hey Tracey, thank you for sharing your Floify experience!