Wer nutzt diese Software?

Mortgage professionals and loan originators.

Durchschnittliche Bewertung

60 Bewertungen
  • Gesamt 4.8 / 5
  • Benutzerfreundlichkeit 4.8 / 5
  • Kundenservice 4.9 / 5
  • Funktionen 4.7 / 5
  • Preis-Leistungs-Verhältnis 4.8 / 5

Produktinformationen

  • Startpreis 49,00 $/Monat
  • Kostenlose Version Nein
  • Gratis Testen Ja
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
    Live Online
    Webinare
    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 - complete plans start at only $49/month.

Floify Funktionen

  • Audit Trail
  • Bearbeitung von Krediten
  • Compliance Management
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Kundenmanagement
  • Onlinebewerbung

Die hilfreichsten Reviews für Floify

So very close to perfect...

Bewertet am 2.10.2019
Shanna T.
Branch Manager
Bankwesen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Antwort des Softwareanbieters

von Floify an 9.10.2019

Hi Shanna, thank you for taking the time to leave a candid review of your experience with Floify. We are happy to see that our point-of-sale solution has improved your team workflows and customer experience. With regards to the issues you pointed out, DOB can be added to your loan flows by using our Custom Fields functionality if you would like help with setting this up, please feel free to contact our Support team. Also, the ability for a loan officer to complete an application is coming soon with our "co-piloting" functionality, so please stay tuned for that!

Time saver!

Bewertet am 28.11.2019
Shawnyce L.
Underwriter
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

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.

Cutting edge technology for small and big mortgage lenders

Bewertet am 1.10.2019
Joey E.
Mortgage Advisor | Broker
Finanzdienstleistungen, Selbstständig
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: 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.

Antwort des Softwareanbieters

von Floify an 9.10.2019

Hey Joey, thank you for taking the time to provide feedback on your experience with using Floify! We're happy to see that our platform has made the process of requesting, uploading, receiving, and reviewing loan documentation faster and easier for you and your clients :)

Using the Floify System

Bewertet am 30.10.2019
Richard C.
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

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.

Lies weitere Bewertungen