Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Floify is a point-of-sale system that's ideal for mortgage professionals and loan originators. It streamlines the loan process by providing a secure communication channel and document portal between the borrower and the lender.
Floify is used by loan originators to accept loan applications, verify borrower documentation, track loan progress and communicate with borrowers and agents to close loans faster. To learn more, schedule a live demo.
Description
Fundamento serves as a voice automation platform powered by AI, tailored for lenders aiming to enhance borrower engagement throughout the loan journey. The system employs AI voice agents capable of managing intricate customer dialogues while ensuring compliance and delivering high-quality service on a large scale. By centralizing borrower interactions from both calls and chats, it offers a cohesive view of customer experiences and pinpoints areas of friction that may affect performance. Utilizing predictive analytics, Fundamento identifies early warning signs like payment difficulties or intentions to refinance, thereby facilitating proactive measures that can enhance repayment rates and bolster portfolio health. Furthermore, it maintains context across various stages of the loan lifecycle, allowing borrowers to avoid repeating information and fostering seamless, personalized interactions that boost resolution rates and overall customer satisfaction. This innovative approach not only streamlines communication but also strengthens the relationship between lenders and borrowers, creating a more efficient lending process.
API Access
Has API
No
API Access
Has API
No
Integrations
BluMortgage
Yes
Box
Yes
BytePro
Yes
DocMagic
Yes
Docusign
Yes
Dropbox
Yes
FormFree
Yes
Google Drive
Yes
MDE Pro
Yes
Microsoft Azure
Yes
Integrations
BluMortgage
No
Box
No
BytePro
No
DocMagic
No
Docusign
No
Dropbox
No
FormFree
No
Google Drive
No
MDE Pro
No
Microsoft Azure
No
Pricing Details
$79 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Floify
Founded
2013
Country
United States
Website
floify.com
Vendor Details
Company Name
Fundamento
Founded
2020
Country
United States
Website
fundamento.ai/
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
Yes
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
Yes
Electronic Applications
Yes
Government Loans
Yes
Loan Origination
Yes
Loan Servicing
No
Pipeline Management
Yes
Pre-Qualification
Yes
Refinance Management
No
Residential Mortgages
Yes