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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

With First American Docutech's ConformX, a robust digital engine for generating dynamic loan documents is readily available. Pioneering the use of genuinely dynamic documents, First American Docutech has set a new standard in the industry. Unlike traditional systems that rely on a fixed library of forms, ConformX integrates seamlessly with top loan origination platforms, allowing lenders to create documents driven by data that fulfill specific requirements. Each data field is either imported, preset, or filled in automatically through intelligent, rules-based frameworks and computations. This innovative approach not only streamlines document operations but also significantly reduces the chances of additional data entry errors, enhances compliance, and offers an exceptionally smooth document experience. Furthermore, ConformX caters to a broader audience by providing essential documents in Spanish, including the loan estimate, closing disclosure, and uniform residential loan application, among others, thereby ensuring accessibility for Spanish-speaking clients. This comprehensive functionality marks a significant advancement in the efficiency and flexibility of the loan documentation process.

Description

Floify is a point-of-sale system that's ideal for mortgage professionals and loan originators. It streamlines the loan process by providing a secure communication channel and document portal between the borrower and the lender. Floify is used by loan originators to accept loan applications, verify borrower documentation, track loan progress and communicate with borrowers and agents to close loans faster. To learn more, schedule a live demo.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Black Knight Empower Yes 
BluMortgage No 
BytePro No 
Docusign No 
Dropbox No 
Fiserv Yes 
FormFree No 
Glance Yes 
MDE Pro No 
Microsoft Azure No 
MortgageHippo Yes 
NetOxygen Yes 
NotaryCam Yes 
Plaid No 
Salesforce No 
Shape Software No 
Slack No 
Surefire CRM No 
Wipro Cloud Studio Yes 

Integrations

Black Knight Empower No 
BluMortgage Yes 
BytePro Yes 
Docusign Yes 
Dropbox Yes 
Fiserv No 
FormFree Yes 
Glance No 
MDE Pro Yes 
Microsoft Azure Yes 
MortgageHippo No 
NetOxygen No 
NotaryCam No 
Plaid Yes 
Salesforce Yes 
Shape Software Yes 
Slack Yes 
Surefire CRM Yes 
Wipro Cloud Studio No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$79 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

First American Docutech

Country

United States

Website

docutech.com/solutions/conformx/

Vendor Details

Company Name

Floify

Founded

2013

Country

United States

Website

floify.com

Product Features

Document Generation

Batch Processing No 
Collaboration No 
Digital Signature No 
Interaction Tracking No 
Multiple Output Formats No 
Templates No 

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages Yes 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management Yes 
Electronic Applications Yes 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management No 
Residential Mortgages Yes 

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