It is so easy to get clients/leads to create an account, get them to submit a complete loan application and collect the needed documents to get their loan process started. You avoid them needing to email you or text your images and docs. Love that you can approve or reject documents on the system and let them know why you are rejecting them. Easy to request new ones and even send over docs that need to be e-signed. Review collected by and hosted on G2.com.

haven't come across really anything that I disliked. It connects to our Lending Pad which connects to our Jungo, so it's helped streamline our process a lot. Support is good too. Review collected by and hosted on G2.com.

If a document isnt what you need - you can spell out to the client exactly what you need Review collected by and hosted on G2.com.

nothing come to mind. this survey was bull crap! Review collected by and hosted on G2.com.

Customer service. Fast responses & creative ideas. They are constantly making updates from user feedback. We are not just a number! Review collected by and hosted on G2.com.

Wish there was more templates available to review with instructions for example of how to customize different fields and loan types. I wash there was an option to add more milestones or customize the milestones based on loan type. Review collected by and hosted on G2.com.

Auto doc request with reminders to borrower and auto upload to oour CRM Review collected by and hosted on G2.com.

Hard to come up with somethingI dislike. Review collected by and hosted on G2.com.

Using Floify has really helped me keep much better track of active loans within my pipeline. It is especially useful for gathering up borrower documents and the user-facing interface is very intuitive and easy to use. Review collected by and hosted on G2.com.

It would be nice if the Floify could be able to provide landing pages and remninders, etc. in other languages (like Spanish) to ensure that applicants and borrowers fully understand what they are reading. Right now, the Loan Application (1003) does allow for "subtitles", but that's about it. There should be a way for borrowers to use their mobile phone to "scan" and upload documents natively right on the mobile app, but there doesn't seem to be any borrower-facing app for iOS or Android devices which is disappointing given how much the monthly subscription cost is. Giving an assistant (like a loan processor) access to the document portal would certinaly be a nice touch. Lastly, the mobile-application is basically useless and only allows you to see documents uploaded by borrowers, but you can only accept or reject the documents. Review collected by and hosted on G2.com.

I like that it is user friendly for both me as the LO and for my client. I rarely get calls telling me they can't get it to work, can't upload documents etc. Which I used to get from my old system. Being able to customize questions is also helpful. I really like that I'm able to customize the required documents for the type of loan needed. It has helped to prevent burn out from repeatedly having to go back to them asking for more documentation. Review collected by and hosted on G2.com.

I wish it was easier for agents to understand how to share the app and generate their own letters. I can't get a single one to use it. They fail the first time and they move on. A how to video that can be sent with the initial set up may be helpful. Review collected by and hosted on G2.com.

Floify has enabled us to start our mortgage brokerage with ease. Coming into this industry as an outsider, it is refreshing to see a company that is a step above the rest. I love the customer support, open-mindedness and willingness to improve the already tp notch platform. Review collected by and hosted on G2.com.

It would be great if Floify were easier to customize without the assistance of a developer. For instance, the tool, in theory, is fully customizable but requires advanced coding abilities. This is costly. Another option that would be beneficial would be to offer customization for a fee. Review collected by and hosted on G2.com.

Very simple and quick to review items borrowers upload Review collected by and hosted on G2.com.

I am not able to run DU through Floify directly Review collected by and hosted on G2.com.

I like the notification I get once a doc has been uploaded. Support is awesome! Review collected by and hosted on G2.com.

The look of the dashboard and document view. Review collected by and hosted on G2.com.

This is a huge time saver for all! No more searching inbox's, fax's or texts for client documentation. Zero repeat requests for docs. Also, the ability for the client to access, sign, upload is a one stop shop for all things non-verbal. Review collected by and hosted on G2.com.

The only tick we had was that once the app was submitted, the client had to check their email. But, that's pretty typical for most online accounts. So, not really an issue. Review collected by and hosted on G2.com.