Wer nutzt diese Software?

Mortgage professionals and loan originators.

Durchschnittliche Bewertung

34 Bewertungen
  • Gesamt 5 / 5
  • Benutzerfreundlichkeit 5 / 5
  • Kundenservice 5 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5

Produktdetails

  • Startpreis 49,00 $/Monat
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Live Online
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • Floify
  • https://floify.com/
  • Gegründet 2012

Über Floify

Designed for loan originators and mortgage professionals, Floify is the industry's leading 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. Request a live demo - plans start at only $49/month!

Floify Funktionen

  • Darlehen-Entstehung
  • Dokumentenmanagement
  • Elektronische Applikationen
  • Gewerbliche Hypotheken
  • Kontaktmanagement
  • Kredit-Berichterstattung
  • Kredit-Serviceabwicklung
  • Kundenaussagen
  • Kundendatenbank
  • Pipeline-Management
  • Schließen von Dokumenten
  • Staatliche Kredite
  • Tilgungsplan
  • Umfinanzierungs-Management
  • Vorab-Qualifizierung
  • Wohn-Hypotheken
  • Audit Trail
  • Bearbeitung von Krediten
  • Compliance Management
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Kundenmanagement
  • Onlinebewerbung

Die hilfreichsten Reviews für Floify

Floify has EXPONENTIALLY increased productivity and communication with borrowers.

Bewertet am 10.5.2018
Nicole R.
Operations and Production Manager
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Antwort des Softwareanbieters

von Floify an 1.6.2018

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.

Floify is Fantastic!

Bewertet am 1.2.2017
Douglas W.
Production Manager and LO
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Antwort des Softwareanbieters

von Floify an 24.2.2017

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!

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

Bewertet am 26.6.2018
Becca C.
Loan Officer
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis

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.

Antwort des Softwareanbieters

von Floify an 6.8.2018

Hey, Becca! Thanks so much for your wonderful review of Floify! Our team is so excited to hear that our system is simplifying your document collection process and keeping your parties updated. Our Customer Support team will reach out to you soon to provide guidance on the Encompass integration as well as information on your question pertaining to realtors in Floify. Thanks again for your review! The Floify team wishes AMEC Home Loans the utmost success.

One Stop for Your Clients

Bewertet am 10.5.2018
Tim B.
Branch Manager
Finanzdienstleistungen, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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,

Antwort des Softwareanbieters

von Floify an 6.8.2018

Hello, Tim! Thanks so much for your review of Floify. Our team is excited to hear that you are enjoying the procedural customization feature within our system.

The Floify team is working on adding more default documents to our system. With that being said, Floify customers always have the option to add common documents that they frequently request from their borrowers. These can be added through your Floify settings. Feel free to reach out to our Support team if you have any questions!

Thanks again for your kind words; we really appreciate the feedback. Cheers to Atlantic Home Loans' success!

Floify Review

Bewertet am 12.9.2018
Jessica B.
MLO
Finanzdienstleistungen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Antwort des Softwareanbieters

von Floify an 3.10.2018

Hi, Jessica!

We appreciate you taking the time to write a review of Floify. We are happy to see that you love the document collection/organization features of the solution.

If you would like assistance with updating your templates to reflect the current year, please reach out our Support team at your convenience and they will be happy to walk you through the process. In the meantime, we will pass your feedback onto our Engineering team so they can address in a future update.

Thank you for being a valued Floify user!

Lies weitere Bewertungen