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
Customers can submit their documents through various methods and track their status in real-time. The system automatically categorizes incoming documents to ensure quick processing. With efficient document management tools and immediate customer feedback, tasks can be completed more swiftly. Once documents are submitted, customers are notified of their processing status. You can easily search for documents by client, submission date, or current status. Additionally, customers can access their documents securely, review past versions, and monitor any changes made. They can send documents, capture images, or forward emails from any device with ease. All incoming documents are compiled into a single, actionable list for better organization. Searching for documents is streamlined by allowing queries based on client, date, or status. A simple click enables users to scan and send documents directly from their smartphones. Each customer is assigned a unique email address for seamless document forwarding. Moreover, a secure customer portal is available, allowing quick access to important documents and enhancing user experience. Overall, this system not only simplifies document handling but also fosters better communication with customers.
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
$89 per 3 users per month
Free Trial
Yes
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Floify
Founded
2013
Country
United States
Website
floify.com
Vendor Details
Company Name
ImportFeed
Founded
2019
Country
Israel
Website
www.importfeed.com
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
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No