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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

The SureClose® transaction management system simplifies your workflow and enhances collaboration with our team. This platform allows all involved parties to work together online, ensuring that information is accessible swiftly and providing several advantages. You can review and electronically sign documents that do not need a notary before the closing takes place. Additionally, you will receive Weekly Summary Reports outlining the activities from the past week. Clients can access their documents securely through a password-protected website or via an emailed secure link to their SureClose account. Moreover, you can archive closing files within the SureClose platform for easy document storage or opt to receive a CD containing all relevant documents at the closing. This streamlined process ultimately improves efficiency and communication throughout the transaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BluMortgage Yes 
Box Yes 
BytePro Yes 
DocMagic Yes 
Docusign Yes 
Dropbox Yes 
FormFree Yes 
Google Drive Yes 
MDE Pro Yes 
MeridianLink Opening No 
Microsoft Azure Yes 
Plaid Yes 
Salesforce Yes 
Shape Software Yes 
Slack Yes 
Surefire CRM Yes 

Integrations

BluMortgage No 
Box No 
BytePro No 
DocMagic No 
Docusign No 
Dropbox No 
FormFree No 
Google Drive No 
MDE Pro No 
MeridianLink Opening Yes 
Microsoft Azure No 
Plaid No 
Salesforce No 
Shape Software No 
Slack No 
Surefire CRM 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 No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Floify

Founded

2013

Country

United States

Website

floify.com

Vendor Details

Company Name

Stewart Realty Solutions

Website

www.sureclose.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

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents Yes 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements Yes 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

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