Floify Overview

Floify enhances mortgage origination by offering a digital platform tailored for brokers, independent mortgage banks, banks, and credit unions. It simplifies the loan origination process, ensuring a smooth borrower experience. Floify's platform acts as a point-of-sale system, integrating seamlessly into existing workflows. This positions lenders to efficiently manage documents, track loan progress, and communicate with borrowers. A unique aspect of Floify is its customization capabilities, allowing lenders to adapt the platform to their specific lending practices. This flexibility supports diverse lending styles, setting Floify apart in the competitive mortgage technology landscape.

Use Cases

Customers recommend Digital Signature, Engaging And Following Up, Workflow Management, as the business use cases that they have been most satisfied with while using Floify.

Other use cases:

  • Generation Of New Leads
  • Helpdesk Management
  • Loan Management
  • Contact List Management
  • Conversion Management
  • Collaboration
  • Sending & Publishing Communications
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Business Priorities

Acquire Customers and Improve Internal Communications are the most popular business priorities that customers and associates have achieved using Floify.

Other priorities:

  • Increase Sales & Revenue
  • Enhance Customer Relationships
  • Build Brand Awareness
  • Improve Stakeholder Relations
  • Improve Digital And Social Presence
  • Grow Market Share
  • Improve ROI
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Floify Use-Cases and Business Priorities: Customer Satisfaction Data

Floify works with different mediums / channels such as Phone Calls. E-Mail. and Website.

Floify's features include Alerts: Popups & Notifications, Templates, Landing Page, etc. and Floify support capabilities include 24/7 Support, Chat Support, Phone Support, etc. also Floify analytics capabilities include Analytics, and Custom Reports.

Reviews

"...I LOVE THE FACT THAT IT GENERATE THE FOLLOW UP LETTER..." Peer review by Angela M., Loan Officer/Branch Manager, Real Estate

Floify, monday sales CRM, E-Sign, NetHunt CRM, OnePageCRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Floify streamlines the loan origination process and enhances borrower experiences. It is the leading mortgage point-of-sale platform for brokers, IMBs, banks, and credit unions.

Popular Business Setting

for Floify

Top Industries

  • Financial Services
  • Real Estate
  • Banking

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Floify is popular in Financial Services, Real Estate, and Banking and is widely used by Small Business, Mid Market, and Enterprise.

Floify Customer wins, Customer success stories, Case studies

How efficiently Does Floify manage your Digital Signature?

How can Floify optimize your Engaging And Following Up Workflow?

How does Floify address your Workflow Management Challenges?

How does Floify facilitate Generation Of New Leads?

What solutions does Floify provide for Helpdesk Management?

11 buyers and buying teams have used Cuspera to assess how well Floify solved their CRM needs. Cuspera uses 934 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

 

Genisys Credit Union partners with Floify to enhance the member mortgage experience

Genisys Credit Union has partnered with Floify to enhance its mortgage lending capabilities. By implementing Floify's digital mortgage automation platform, Genisys aims to streamline workflows, impro...ve member experiences, and replace outdated systems. The collaboration highlights both organizations' commitment to advancing digital lending solutions for credit union members.

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Journey Home Lending - Financial Services

Floify helped Journey Home Lending improve their mortgage origination process. The company used Floify to let clients apply online, upload documents securely, and track loan status. Floify also made ...it easy to communicate with real estate partners and generate lender letters. This freed up time for the team to focus on advising clients. The result was a more efficient and professional workflow for Journey Home Lending.

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Benchmark Mortgage - Financial Services

Floify helped Benchmark Mortgage improve their loan process. Before Floify, communication with clients was hard and took a lot of time. With Floify, the team can now send updates and track documents ...easily. Clients and agents like the clear communication and visual updates. The team saves five to eight hours per loan by not having to call and explain document needs. Floify helps Benchmark Mortgage close loans faster and grow their business.

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Riverbank Finance - Banking

Floify helped Riverbank Finance, a mortgage broker, move to a fully digital loan process. Before Floify, they faced bottlenecks and slowdowns from manual document collection. Floify's automation and ...API integration let them organize files, speed up loan closings, and improve communication with clients. The team now uses 100% digital e-sign disclosures and has removed process bottlenecks. This change made their loan officers more productive and helped them close loans faster.

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My Mortgage - Financial Services

Floify helped My Mortgage improve communication between loan officers and borrowers. The platform made the loan process faster and more professional for customers. My Mortgage used Floify to streamli...ne document collection and enhance efficiency. The company was able to scale down a department and saw positive feedback from borrowers and referral partners. Floify's features supported My Mortgage's growth in the digital mortgage lending space.

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What is Floify?

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Frequently Asked Questions(FAQ)

for Floify

What is Floify?

Floify is a Mortgage Automation and Point-of-Sale Solution that helps to automate and manage all processes of loan origination. It helps mortgage professionals automate lending processes and improve communication between all stakeholders.

It provides a portal to collect and verify documents, track progress, and efficiently close borrowing pipelines, to increase the profitability of mortgage operations. It has a secure document portal, automated borrower and agent notification platform, suite of productivity integrations and so much more.

Key features include loan document management, customer database, loan processing, multi-branch support, digital signature, credit reporting, visual representation and more. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Floify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks.

What is Floify used for?

Floify is a CRM Software mainly used by its customers to Acquire Customers and Improve Internal Communications by Digital Signature, Engaging And Following Up and Workflow Management .

What are the top features of Floify?

Alerts: popups & Notifications, Templates and Landing page are some of the top features of Floify.

Who uses Floify?

Floify is used by Financial Services, Real Estate and Banking among other industries.

What are Floify alternatives?

Monday Sales CRM, E-Sign, NetHunt CRM and OnePageCRM are popular alternatives for Floify.

Where is Floify located?

Floify is headquartered at Boulder, Colorado US.
lightning

Peers used Floify for digital signature and engaging and following up

Floify Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.55/5 ★

Read Reviews (6)
Custom Reports

3.89/5 ★

Read Reviews (132)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.55/5 ★

Read Reviews (6)
Custom Reports

3.89/5 ★

Read Reviews (132)

Software Failure Risk Guidance

?

for Floify

Overall Risk Meter

Low Medium High

Top Failure Risks for Floify

Floify LLC News

Partnership

Vesta integrates with Floify to streamline borrower intake - The Desert Sun

Vesta has integrated with Floify to enhance the borrower intake process. This integration aims to streamline the workflow for mortgage professionals by combining Vesta's loan origination system with Floify's digital mortgage automation platform. The collaboration is expected to improve efficiency and borrower experience by automating document collection and communication.

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Product

Floifys AI strategy focuses on substance, not hype

Floify integrates AI directly into its POS platform to enhance efficiency and accuracy for lenders and borrowers. This approach reduces friction by automating document management and compliance tasks, leading to lower processing costs and fewer abandoned applications. Floify's AI strategy emphasizes meaningful, measurable improvements in the lending process, focusing on substance over spectacle.

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Product

Floify launches Dynamic AI data extraction tool

Floify launches Dynamic AI data extraction tool

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Awards

Floifys head of marketing Courtney Dodd named to MBAs Associate Advisory Council

Floifys head of marketing Courtney Dodd named to MBAs Associate Advisory Council

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Floify LLC Profile

Company Name

Floify LLC

Company Website

https://floify.com/

HQ Location

Boulder, Colorado US

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

PRIVATE