Who Uses This Software?

Mortgage professionals and loan originators.


Average Ratings

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

Product Details

  • Starting Price
    $29.00/month/user
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

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

About Floify

Designed for loan originators and mortgage professionals, Floify is a point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster.


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!


Overall I love Floify and the ease of use.

May 17, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It helps my team and I stay connected and in the loop on where each of our buyers are and what is outstanding on their loan during the process. Most clients also appreciate the same.

Cons: I wish I could copy my Realtor partner on all emails that are sent out to the clients or at least send them a notification to let them know that there are still documents pending.

It simplifies the doc gathering process.

May 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The ease the customers can upload all the items needed to process, underwrite, and fund a loan. They do have to worry about driving docs to the office OR unsecurely sending us docs through email.

Cons: I wish you could "push" the items in our LOS easier. We need to download and sort items needed to our LOS.

The software is easy to use and in most cases, self explanatory.

May 14, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: The borrowers and realtors are connected to see what is happening during the process of the loan.

Cons: Needs flexibility to working with Office 365 interface - emailing directly from O365 accounts - working integrations with One Drive for Business. This way we do not have to purchase additional accounts with dropbox and others.

Capterra-loader

Documentation upload allows my clients seemless access with security

May 14, 2018
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: Ease of use allows for clients to provide sensitive personal information over a secure site. With mortgage specific personal information, clients are aware and benefit from Floify.

Cons: Although Floify continues to improve and add features to this product, the price-point and value exceed expectations.

Overall: Ease of receiving requested documentation greatly enhances the borrower experience and provides a end to end solution for documenting loans in a way that the old postal mail, email and fax could never accomplish.

It is easy and flexible to use

May 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The thing I like most about this software is that it allows borrowers to upload their documents from the comfort of their own home instead of coming in to an office to make copies

Cons: There isn't anything that I dislike from the times I have used it. I have never had any issue with it.

great system for working with clients

May 14, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: tracking of documents is a great feature, you know exactly what the client has sent in and what is still needed.

Cons: 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

Floify has changed my life.

May 11, 2018
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: All docs collected in one area. Simple 1003. Allows me to treat each file the same, and keep my brain organized.

Cons: Honestly, everything can be customized. I used to hate when an auto email was sent when I accepted all docs. But then I realized you could turn off that auto email, now we're golden.

Overall: 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.

Capterra-loader

overall, it's been excellent.

May 10, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Love how much time it saves me! And the support from Floify is unreal. Problems are fixed very quickly.

Cons: Would like to have it a little simpler for customizations (email specifically) and it would be nice to have more cuztomization of the the reminders (being able to set specific times for certain clients).

Overall, the system is helpful for managing borrower docs but have had some system glitches of late.

May 10, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: It's ease of use, functional templates, and reminders. We are able to setup templates for each type of loan then once we convert the lead into the Floify pipeline within minutes you can send a borrower checklist. This is a very nice feature.

Cons: System glitches with docusign most recently but I believe this problem was fixed and we are now back up and running.

Overall: This software saves me and my assistant time so we can spend more time on money making activities.

Capterra-loader

Floify covers a wide range of needs

May 10, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Being able to have a secure portal that clients can download/upload to/from. Floify is super easy to learn and use, and my entire team implements it daily.

Cons: Some templates/features in Floify are not able to be changed or deleted. For example, the option to put "closing date," etc.

Overall: There are many benefits of this software - mainly increasing accurate and timely communication with clients.

Capterra-loader

Fantastic! Best software for keeping documents organized

May 10, 2018
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 is easy for our customers to use to upload documents. It is also very easy for us to retrieve the documents. It syncs with our marketing and originating software perfectly too!

Cons: Nothing! It is great! We have been more organized and running much better since implementing this software in our company. Our turn times have doubles and are just getting better.
Everyone should use this!

Overall: Made my job and my coworkers job much easier!

Great program

May 10, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Easily requests and stores client documents and updates them on each milestone throughout the loan process

Cons: The software can be a bit cumbersome to set up but once it is set up it is a real time saver for all parties in the loan transaction

One Stop for Your Clients

May 10, 2018
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: All in one functionality. Doc examples to show what a proper form should look like. Customization to your company.

Cons: There needs to be more doc examples available to the client. Things like DD-214's, Mortgage statement, 401(k) retirement Statement,

So easy to use and keep track of everything

May 10, 2018
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: That its on line - multiple users - someone really used their brain when designing this - so easy to use -

Cons: Would like a better way to use form packs when requesting documents - would like a video to send to realtors how to log on and write pre-approval letters

Overall: Its the easiest way to keep track of documents requested and submitted - best way to give FYI info and see the borrower acknowledged it. Gives an easy way to ask for documents needed and not forget anything - the app for borrowers to use on their phone is great (wish it would take multiple pages though)

Floify has EXPONENTIALLY increased productivity and communication with borrowers.

May 10, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We love that all doc capture is in one place, we have a record of all requests made to borrowers so we avoid multiple requests and having docs in various locations. We also like the milestone feature. It allows us to maintain communication with agents as well. Our agents LOVE the contact and feel like they are connected to a file's progress.

Cons: The website slows and times out, more often recently. There is also not a way to allow an agent to be both a borrower and an agent with the same email. Or if the borrower has set up an account with a different lender who utilizes Flofiy, we are required to get that account deactivated before they can start using our portal. I understand why, but I wish there were a work around.

Overall: We have more clear communication between our office and the borrowers and agents. It has simplified document collection and literally changed our processing forever.

Vendor Response

by Floify on May 15, 2018

Hi, Nicole! Thank you for the awesome review of Floify. To start, we would like to offer our apologies for the slow performance of the platform lately. After a recent system upgrade, Floify is running faster than ever, so you shouldn't encounter any additional issues with reduced speed or stability. Last year, we enabled the ability for an agent to be both an agent and a borrower ¿ even with the same email. In addition, borrowers are now free to use the same email address with multiple lenders. If you would like additional details on either of these updates, please feel free to reply to this response and we'll put you in touch with our Support team.

Awesome software

May 10, 2018
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 is user friendly and my customers like it too because they do not need to print anything out and sign. They can electronically authorize me to run their credit.

Cons: Sometimes the system lags and delays my applications. However, it does not happen too often. Overall, the good outweighs the bad.

Vendor Response

by Floify on May 15, 2018

Hi, George! Thank you for the glowing review of Floify. The system lags you experienced were likely the result of a system upgrade we recently rolled out. Floify is now running faster than ever! We hope you enjoy the new improvements!

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!