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Mortgage Processing Software

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Floify Reviews

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Floify review by Nicole R.
Nicole R.
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"Easy Portal for Client Document Gathering"

What do you like best?

I love how easy the interface is for clients to navigate. There are always going to be outliers, but most clients are able to use Floify without trouble.

What do you dislike?

I most dislike that there is little modification that you can do. We have a few suggestions over the years and they try to accommodate, but the software seems young still and I think there is opportunity to grow.

Recommendations to others considering the product

While our office uses it primarily for document gathering, there are a lot of other features like integration to Dropbox, 1003 application for borrowers to fill out that can convert to FNM files, and other cool things they are doing. The support staff is AMAZING though. They are there to help any time and can even do medial tasks (copying defaults to all users) that save a TON of time if you are revising your templates. The pricing is a little steep, but I think the value is definitely there if you are using all of the features!

What business problems are you solving with the product? What benefits have you realized?

It is much easier to have all document collection in one place. Our office is now half-remote so it allows all client documentation to stay in one place, instead of our clients emailing to one person and files getting lost in the shuffle.

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Floify review by Sarah P.
Sarah P.
Validated Reviewer
Review Source

"Floify's Advantages"

What do you like best?

The option that Floify gives realtors to print their own pre-approval letters, after the lender has set the max approval amount, etc. in the system. This saves everyone time and can definitely help realtors out in a time pinch when the lender is unavailable.

What do you dislike?

There is nothing I dislike at this time.

Recommendations to others considering the product


What business problems are you solving with the product? What benefits have you realized?

The advantage I previously listed is a huge business problem that Floify solves for us. Additionally, it is a great pipeline/organizational tool and it ensures that no documents are missed or overlooked. Nothing falls thru the cracks with Floify.

What Mortgage CRM solution do you use?

Thanks for letting us know!

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