Floify is a cloud-based mortgage point-of-sale solution that streamlines loan origination processes. It offers robust document management, automated communication between borrower and agent, customizable loan applications, native eSignature capabilities, and advanced compliance management tools. The platform also provides white-label solutions for branding and seamless integration with various Loan Origination Systems and CRM tools, enhancing operational efficiency and customer satisfaction. It also supports 1003 forms and custom questions for specific borrower information, ensuring timely updates and reduced manual follow-ups.
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Compliance ManagementDocument ManagementLendingMortgage LendingLoan AutomationSaaSReal EstateMortgageTechnologyAPIActivity TrackingAlerts/NotificationsAudit TrailBorrower ManagementClient PortalConfigurable WorkflowCredit ReportingCustomer DatabaseCustomer ManagementData Import/ExportDigital SignatureDocument StorageElectronic SignatureFor BorrowersFor BrokersLead ManagementLoan ManagementLoan OriginationLoan ProcessingMulti-CompanyOnline ApplicationsPipeline ManagementPricing ManagementReal-Time ReportingRemindersReporting & StatisticsResidential MortgagesRules-Based WorkflowStatus TrackingTask ManagementTemplate ManagementThird-Party IntegrationsEmailHelp DeskFAQsForumKnowledge BaseCloud, SaaS, Web-BasedMobile - AndroidMobile - iPhone
