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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.
Description
Streamline and expand your lending operations with our comprehensive CRM and loan management software, which provides a contemporary experience for borrowers through online and mobile-friendly portals, personalized workflows, and a completely paperless application process. By integrating our rapid and comprehensive application web forms directly onto your website, you can expedite submissions and ensure the efficient collection of necessary documents. Our platform facilitates real-time updates for all team members, including brokers, borrowers, and third parties, keeping everyone informed about the loan's progress. Built entirely on AWS, our solution adheres to SOC 2, ISO 27001, and PCI compliance standards, guaranteeing that your data and documents are encrypted, secured, and backed up for life. The customizable dashboard and pipeline enhance your workflow, while features like email marketing with drip campaigns, lead tagging, and tracking of referral sources empower your business. You can effortlessly assign leads and deals to loan officers or processors, and with LendingWise LOS software, you gain a versatile tool that is pre-configured for various loan types such as Fix & Flip, Rental, CRE Bridge/Perm, and SBA loans, with the option for further customization to meet your specific needs. This robust platform not only optimizes your lending process but also positions your business for sustained growth and success in the competitive market.
API Access
Has API
No
API Access
Has API
No
Integrations
Plaid
Yes
Salesforce
Yes
Aloware
No
Amazon Web Services (AWS)
No
BluMortgage
Yes
Box
Yes
BytePro
Yes
DocMagic
Yes
Dropbox
Yes
Equifax B2B Marketing Compass
No
Integrations
Plaid
Yes
Salesforce
Yes
Aloware
Yes
Amazon Web Services (AWS)
Yes
BluMortgage
No
Box
No
BytePro
No
DocMagic
No
Dropbox
No
Equifax B2B Marketing Compass
Yes
Pricing Details
$79 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Floify
Founded
2013
Country
United States
Website
floify.com
Vendor Details
Company Name
The LoanPost
Founded
2006
Country
United States
Website
www.lendingwise.com
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
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
