- Audit Trail
- Compliance Management
- Mobile Access
- e-Signature
- Client Management (Customer)
Automate your mortgage business with a customisable POS software
Starts from $49/Month when Billed Yearly
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9.7/10
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Floify is designed to help mortgage lenders and brokers close loans faster. Reduce the time needed to approve and submit loans, close loans more accurately, provide more detailed information to lenders and investors, and communicate effectively with the consumer through ... Read More
An audit trail is a step-by-step sequential record that offers evidence of a financial transaction's documented history back to its source. With the use of the audit trail, an auditor can track the financial data of a specific transaction from the general ledger to its source document. Audit Trail is a live record of changes on your site – it keeps a log of everything that’s ever happened. Any changes made to properties, taxonomies, terms or users will automatically be recorded in the audit trail table. This includes the changes which are not visible to the end user: updating unpublished post or pages, deleting archived items, editing user profiles, etc.
Managers plan, coordinate, regulate, and lead operations that assure compliance with laws and standards through compliance management. It is the process of continuously monitoring and evaluating systems to verify that they meet industry and security standards and corporate and regulatory policies and mandates. This entails assessing infrastructure to detect noncompliant systems due to regulatory, policy, or standard changes, misconfiguration, or other factors. Noncompliance can lead to penalties, security breaches, certification revocation, and other company consequences. Staying on top of compliance changes and updates keeps your business processes running smoothly and saves you money.
Real-time data gathering and transfer between the jobsite and project managers at the office is possible with mobile access. Employees on the jobsite can submit timecards, daily reports, requests for information (RFIs), work records, modification orders, and other validated paperwork using cloud-based systems. Let's face it: maintaining records on paper is inconvenient and ineffective. It's a idle approach to get vital data and information like daily reports into the hands project managers who rely on that information to keep a project on track and within budget. Information may flow in real time with mobile solutions, and documents can be documented with date and timestamps, GPS location data, and digital signatures to verify correctness and validity.
A legal means of obtaining permission or approval on electronic documents or forms is to use an electronic signature, often known as an e-signature. It can be used to replace a handwritten signature in practically any process. An e-Signature is an electronic version of your handwritten signature. It's currently the most widely accepted format for signing documents electronically in legal transactions. eSignatures also eliminate the need for printing and scanning of signed documents. With its intuitive design and easy navigation, e-signature makes it quick and painless to sign contracts – providing a limited amount of space for adding a signature as well as using selectable graphics and line patterns.
Client management, also referred to as customer management, is a crucial aspect of business operations that involves the management and organization of client interactions and relationships. This encompasses a wide range of tasks including customer service, sales, marketing, and customer support. In simple terms, client management is the process of maintaining positive relationships with customers in order to meet their needs and expectations. One of the main goals of client management is to develop and foster strong relationships with clients. This is done through efficient communication and personalized interactions
A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document management. You may save time and money by using document management. Document security, access control, centralized storage, audit trails, and fast search and retrieval are all features included. The documents could be organized by department, vendor, purchase order number or any other business notion that makes sense for your company. Document management systems, unlike file cabinets, store documents in electronic folders that numerous pieces of information can index. This allows users to search for and retrieve documents based on various parameters.
Starts from $49 when Billed Yearly
Monthly plans
Show all features
Business Plan
$59
1 LO or Support user
Secure Borrower Portal
Status and Milestone Updates via Email, Text/SMS, and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application, which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
Authorization to pull credit and borrower eConsent
Spanish subtitles
Downloadable PDFs
Team Plan
$225
1 LO + 4 support users
Secure Borrower Portal
Status and Milestone Updates via Email, Text/SMS, and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application, which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
Authorization to pull credit and borrower eConsent
Spanish subtitles
Downloadable PDFs
Enterprise Plan
Includes features of Team plans plan, plus
Integrate with your LOS
Disclosure Desk
Fannie Mae Desktop Underwriter® Integration
LOS Milestone Sync
White-Labeled iOS and Android Mobile Apps*
Hybrid E-Closing**
Dedicated Account Manager with Priority Support
Yearly plans
Show all features
Business Plan
$49
/Month
1 LO or Support user
Secure Borrower Portal
Status and Milestone Updates via Email, Text/SMS, and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application, which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
Authorization to pull credit and borrower eConsent
Spanish subtitles
Downloadable PDFs
Team Plan
$175
/Month
1 LO + 4 support users
Secure Borrower Portal
Status and Milestone Updates via Email, Text/SMS, and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application, which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
Authorization to pull credit and borrower eConsent
Spanish subtitles
Downloadable PDFs
Enterprise Plan
Includes features of Team plans plan, plus
Integrate with your LOS
Disclosure Desk
Fannie Mae Desktop Underwriter® Integration
LOS Milestone Sync
White-Labeled iOS and Android Mobile Apps*
Hybrid E-Closing**
Dedicated Account Manager with Priority Support
Business Plan
$59
1 LO or Support user
Secure Borrower Portal
Status and Milestone Updates via Email, Text/SMS, and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application, which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
Authorization to pull credit and borrower eConsent
Spanish subtitles
Downloadable PDFs
Team Plan
$225
1 LO + 4 support users
Secure Borrower Portal
Status and Milestone Updates via Email, Text/SMS, and Smartphone Apps
Progressive Web Apps and Mobile Apps for Android and Apple Devices
Customizable digital 1003 application, which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
Authorization to pull credit and borrower eConsent
Spanish subtitles
Downloadable PDFs
Enterprise Plan
Includes features of Team plans plan, plus
Integrate with your LOS
Disclosure Desk
Fannie Mae Desktop Underwriter® Integration
LOS Milestone Sync
White-Labeled iOS and Android Mobile Apps*
Hybrid E-Closing**
Dedicated Account Manager with Priority Support
Screenshot of the Floify Pricing Page (Click on the image to visit Floify 's Pricing page)
Disclaimer: Pricing information for Floify is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
Contact
(720) 370-3622
Customer Service
Business Hours
Online
Location
Boulder, Colorado
Floify is designed to help mortgage lenders and brokers close loans faster. Reduce the time needed to approve and submit loans, close loans more accurately, provide more detailed information to lenders and investors, and communicate effectively with the consumer through Floify's email marketing system.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta