Floify

Perfect when you need client documents in one place

PROS & CONS What are the best aspects of this product? The thing I appreciate most about this tool is it's so user-friendly that even our clients have no trouble using it. There is no steep learning curve involved when navigating the user interface, resulting in less frustration from our clients. What aspects are problematic or could work better? The tool may be easy to use but I don't like how there's very little you can do when it comes to customizing it. There is definitely still ...

Lots of positives to using it

PROS & CONS What are the best aspects of this product? I really like how this tool saves everyone's time thanks to its ability to produce pre-approval letters. As long as the lender has already set the maximum approval amount in the system, I can print the letters, even if they're not around. This just makes everything move along quickly. What aspects are problematic or could work better? Right now, I really can't think of anything I actively dislike from this tool. What specific ...

Perfect when you need client documents in one place

PROS & CONS What are the best aspects of this product? The thing I appreciate most about this tool is it's so user-friendly that even our clients have no trouble using it. There is no steep learning curve involved when navigating the user interface, resulting in less frustration from our clients. What aspects are problematic or could work better? The tool may be easy to use but I don't like how there's very little you can do when it comes to customizing it. There is definitely still ...

Lots of positives to using it

PROS & CONS What are the best aspects of this product? I really like how this tool saves everyone's time thanks to its ability to produce pre-approval letters. As long as the lender has already set the maximum approval amount in the system, I can print the letters, even if they're not around. This just makes everything move along quickly. What aspects are problematic or could work better? Right now, I really can't think of anything I actively dislike from this tool. What specific ...

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 ...

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: GET ON THE BANDWAGON! :) What problems are you solving with the product? What ...

"Revolutionized my loan application and client communications process."

What do you like best about Floify? Floify revolutionized my loan application and client communications process. Simple to use on both sides, easy to update and track.

"Best System for Secure Docs!"

What do you like best about Floify? So easy to use. Super easy to accept or reject items What do you dislike about Floify?

"I am a HUGE fan of Floify!"

What do you like best about Floify? Way easier than DocuSign. Love how it automatically goes into the file when I approve what is uploaded. I also like how the templates will match for the most part. Very rarely do I need to redo.

"Best Online Application at a Great price"

What do you like best about Floify? That I can cobrand my online application with all my real estate agents and they can see the progress of the loan. What do you dislike about Floify?