Floify Reviews in January 2025: User Ratings, Pros & Cons

"Why is Floify my #1 most recommended mortgage business tool?"

What do you like best about Floify? Why is Floify my #1 most recommended mortgage business tool? Because right out of the box Floify saved me time. Collecting documents from the borrower is sometimes like pulling teeth..a major pain! And if you have a lot of loans in the pipeline, it can be a full time job just to keep track of all of them especially when you have different timelines to meet on all loans. Floify makes is SOOOO much easier because 1. you can send document requests that are ...

"Streamline your Onboarding Lending Process"

What do you like best about Floify? 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.

"Great Program for my clients!"

What do you like best about Floify? I like that my clients can upload documents securely through the portal and then I can review them and approve them. Super great!

"Senior lending agent"

What do you like best about Floify? User friendly for consumers and loan officers What do you dislike about Floify?

"Time Saving and Top of the Line"

What do you like best about Floify? 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.

"Excellent Software"

What do you like best about Floify? The ease in which a client can fill out an application and securely upload documents What do you dislike about Floify?

"I love using Floify. Easy to set up, clients love the ease of uploading docs."

What do you like best about Floify? I like the notification I get once a doc has been uploaded. Support is awesome! What do you dislike about Floify?

"Easy to navigate"

What do you like best about Floify? I love that it is easy to navigate the file and gives customers an update. Also like that they have people available for training

"Great organizational tool!"

What do you like best about Floify? Floify allows everyone on the team to request/view/approve docs from clients. It simplifies the requests and makes for quicker turn times!

"Customizable with great customer service."

What do you like best about Floify? Customer service. Fast responses & creative ideas. They are constantly making updates from user feedback. We are not just a number!