Floify Erfahrungen

Documentation upload allows my clients seemless access with security

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

So very close to perfect...

Kommentare: Overall it has really been a game-changer for efficiency and customer experience. We love it!

Vorteile:

Floify has really improved our team workflows and customer experience. It has eliminated "lost documents" that have been emailed to a team member. It has eliminated duplicate requests for the same document from the client. It has streamlined workflows and increased efficiency. We love it and a couple of small development tweaks would make it perfect in every way.

Nachteile:

There are 2 things I would change that would make a HUGE difference. 1) Add DOB to the loan flows. This is a critical component that will allow us to sync our software to both Jungo and Encompass without creating duplicates. Right now we spend a good amount of time merging duplicates in Jungo because this field doesn't exist. The problematic workflow is that we create a contact in Jungo... manually push to floify from Jungo... Floify automatically pushes to Encompass... Encompass syncs back with Jungo based on DOB and name. Without the DOB encompass doesn't recognize that the contact exists in Jungo and a duplicate is created. 2) Allow the loan officer to complete or finish the application on behalf of the client. This would greatly improve the customer experience by allowing the application to be taken over the phone (start to finish) or completed over the phone if the customer gets stuck or confused. What would it take to have these changes programmed? They would be so immensely valuable to us.

Best in class POS

Kommentare: The user interface is a little outdated, but Floify does what it needs to do in spectacular fashion. Very happy with the product and the customer service.

Vorteile:

My customers report that it is super easy to use and the integration with Lending Pad works seamlessly

Nachteile:

The idea that Floify tried to market insurance services to my clients without my knowledge or consent

I love it!

Vorteile:

Floify is everything that I was looking for

Nachteile:

I should be able to include my personal team (processor’s) without additional cost.

Floify is Awesome to work with!

Kommentare: Excellent , ease to use and good really customer service, friendly staff

Vorteile:

Ease of use great customer service . Always provide response to inquiries quickly

Nachteile:

That you can only have 2 borrowers per loan Floify, would love to see that we could option to have 4 borrowers

application ease

Kommentare: My experience had been good. I am a happy customer.

Vorteile:

It is easy for my clients to use...no complaints from them.

Nachteile:

You can add features that would make it easier for integrating with LOS'. Also allow application data to be kept longer.

Floify covers a wide range of needs

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

Vorteile:

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.

Nachteile:

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

overall, it's been excellent.

Vorteile:

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

Nachteile:

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).

Fantastic! Best software for keeping documents organized

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

Vorteile:

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!

Nachteile:

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!

It is easy and flexible to use

Vorteile:

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

Nachteile:

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

Amazing Platform but Comes at a cost

Kommentare: It was great a bit tough to learn at first but does an amazing job at doc collecting and organizing loan docs.

Vorteile:

How it notifies all borrowers and encourages them to complete the application and reminds them on submitting all paperwork in a timely manner.

Nachteile:

The price is the thing I liked the least. We consider this platform a luxury tool for all mortgage professionals.

Time saver!

Kommentare: Overall, Floify has saved me a lot of time, headaches and grief, I would highly recommend this system to anyone looking for a better and more balanced work life.

Vorteile:

It is a secure way to transmit documents between clients and myself, which in the age we are living in is so crucial. It has drastically cut down on the number of emails that I receive from clients as I am no longer updating a condition list via email every time a client sends me a document. Almost all of my clients have had no problem learning and using Floify, the few who refuse to use it are skeptical of any online document transmission. Every time I had to use the support team, they responded right away and they were always able to help and very friendly.

Nachteile:

The number of emails clients receive was excessive, mainly because some clients took a very long time to satisfy conditions but almost all of them got very frustrated after a while. I had to turn off my auto-update emails for all clients and now they only receive an update when I prompt the system to or when I accept/reject documents. Note that you can control the number of days that you send it, but I found that with the maximum setting (4 days) it was still excessive and the clients were getting very annoyed. That being said, I have been having a great experience with turning this off, and would probably recommend turning off the auto check-ins anyway. I keep in contact with my clients often enough that they do not need to also receive auto emails from my as well.

Using the Floify System

Kommentare: Certainly the most important issue is Floify stays in contact with the borrower on what is needed and allows the realtors to monitor progress with the buyers so they can assist in getting information need to keep the process flow going on the loan.

Vorteile:

This system is simple to use once you are trained on how the process works simple is always better and the borrowers like how it woks and they have no problem uploading the docs into the system.

Nachteile:

Initially there were some features i would have liked to have some have been incorporated for me and a few still outstanding for me it is important for me to see the realtor on the initial screen this has been provided it would be nice for use to be able to move around information as needed.

Cutting edge technology for small and big mortgage lenders

Vorteile:

This product is a must have for big or small lenders. It makes the loan process unbelievably faster and easier for clients to upload required documentation from their personal computer or cell phone, and for them to receive milestone updates so they and their realtor always know what is going on in the loan process. More importantly, requesting and receiving the clients information/documentation is secure and safe. Anyone in the lending industry whom is looking into a lending platform for their company should definitely take a look at Floify. It will be well worth their time.

Nachteile:

There is nothing that I do not like about Floify, accept for their tech team to make it easier to place/apply the code into your company website for the loan application and account creation.

Floify has EXPONENTIALLY increased productivity and communication with borrowers.

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

Vorteile:

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.

Nachteile:

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.

Takes Document Collection Issues Away

Vorteile:

Best thing about the software is that it puts the onus on the borrower to upload their documents. The system sends reminders and allows them to see what they are missing in a file. Any notes or items needing revisions are easily sent back for correction. Makes it simple and seamless to collect documents.

Nachteile:

Biggest issue in our use of the software is we often have multiple deals with same borrower or multiple deals where we have brokers collecting the loan docs. Once emails are associated with a transaction it will note that the email is already in use or associated with another deal and not allow us to use it.

Better than whatever you have

Kommentare: 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. Floify has that built in. It has saved massive amounts of time with document collection and 'not so tech savvy' clients getting stuck.

Vorteile:

Floify makes the client's initial technology contact seamless. It is super intuitive and effective. If you enjoy getting calls at all hours asking how to do your online application, this isn't for you. If you like your client experience to be effortless, then this is the software you've been looking for.

Nachteile:

I didn't get it sooner. There's not much to dislike. The concept is simple and they nailed it. Make the user experience easy...and your life gets easy.

Time Savings and efficiency...

Kommentare: Manual follow up is eliminated. This helps me move forward with loans and keep my customers informed without me having to do the follow up. Huge time saver! Also ensures that my processor is also aware of what has been provided or not provided.

Vorteile:

My customers are kept up to date on what remaining items are needed for their home loan. I no longer have to manually email them regularly to remind them to get me items. I also have ease of use that once an item is uploaded it lets my entire team know. I just click a button on my phone or computer and it automatically uploads to my LOS. Co-Marketing landing pages are amazing and really work well for prospects to apply online and know they are doing business with myself and realtor partner!

Nachteile:

The mobile app is not really helpful besides for notifications. I would love if the mobile app had the same end user tools available as the webpage. Although you can still log into your web browser on your phone and do all the items you need.

Floify is Fantastic!

Kommentare: 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.

Game changer! I love the ease of collecting docs and keeping parties updated!

Vorteile:

I love being able to keep parties updated through the milestone updates and the ease of requesting documents is essential and very helpful!

Nachteile:

If there is a realtor listed, then I cannot also use that email address if they want to start a personal loan flow. Also, Floify just started integrating with our Encompass and I don't like the docs going into a Floify bucket instead of the unassigned.

Floify Review

Kommentare: Love it

Vorteile:

love to keep the docs organized. The organization of it is amazing giving that we have to collect do many documents

Nachteile:

Clients have a hard time uploading if we haven't created an option make easier for them. Need to update expiration dates on Appraisal credit card. can you make the titles up to date? for example 2016 and 2017 taxes and W-2's? I hate having to do that as it always takes me a little while to figure out since I have to do it once a year.

One Stop for Your Clients

Vorteile:

All in one functionality. Doc examples to show what a proper form should look like. Customization to your company.

Nachteile:

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

Great document sorter

Kommentare: I find it very helpful for my team and I keep tract of the necessary documentation. I really like the capability of making your own preset files, then when you have a new prospect or client, you can easily select a work flow that best suits your current file. Eliminates have to recreate the same flow every single time. saves valuable time.

Vorteile:

the ease of uploading documents along with titling and sorting in the correct categories necessary for my line of work.

Nachteile:

My clients were successful in the beginning of their process, but had some problems with signing back in if they needed to send additional documentation. Not user friendly at all on my mobile device.

BEST INVESTMENT I EVER MADE

Kommentare: MY OVERALL EXPERIENCE HAS BEEN NOTHING BUT OUTSTANDING. I HAS HELP ME TO INCREASE MY PROFIT MARGINS AND TO SAVE LOTS OF TIME IN GETTING DOCUMENTS AS WELL AS WEEDING OUT THOSE BORROWERS WHO WASTE MY TIME.

Vorteile:

THE SOFTWARE HAS HELP ME TO INCREASE MY BUSINESS BY OVER 100%. I LOVE THE FACT THAT IT GENERATE THE FOLLOW UP LETTER THAT SAVE ME LOT OF TIME TO REMIND MY CLIENTS WHAT DOCUMENTS ARE NEEDED. I FEEL IT IS A MUST FOR EVERY LOAN OFFICER IN THE INDUSTRY. I HIGHLY RECOMMENDED IT AND THE COST IS VERY AFFORDABLE. I HAVE BEEN USING IT FOR THE PAST 6 MONTHS AND CAN SEE MYSELF WORKING WITHOUT IT.

Nachteile:

I HAVE NOT FOUND IN CONS WITH WORKING WITH THE PROGRAM WHAT SO EVER.

Love this service- need a few bugs worked out...

Kommentare: The customer service is outstanding- I always receive a response back right away if a problem arises.

Vorteile:

I love the ease of the program and the red, yellow , and green lights for our customers. The overall concept is amazing.

Nachteile:

I dont like that since i am a "super user" I can not have the app on my phone.. I have to only log in on the actual website. Often clients will upload "pictures" of their documents that I wish would auto convert to a ledgible scan that is the proper size for encompass to accept.