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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Loanzify offers a unique intake process that stands out from others in the industry. The experience begins with an engaging interview-style questionnaire, complemented by a user-friendly interface and a borrower portal that transforms the Borrower Journey into a seamless, enjoyable, and brand-customizable experience. The visually appealing questionnaire features straightforward instructions, helpful visual cues, and a progress tracker that encourages borrowers to effortlessly navigate the mobile-optimized application. With Loanzify's intuitive “if-this-then-that” automation, you can easily tailor your intake process by adding questions, creating drop-down menus, hiding fields, and editing text with minimal effort. Additionally, you have the freedom to showcase your brand by incorporating your logo, adjusting the color scheme, modifying the home screen and navigation, and fine-tuning the content to reflect your brand's identity. Moreover, the platform supports Spanish 1003, ensuring accessibility for a broader audience. This level of customization allows businesses to create a more personalized and engaging experience for their borrowers, setting them apart in a competitive market.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS No 
BluMortgage Yes 
Box Yes 
BytePro Yes 
DocMagic Yes 
Docusign Yes 
Dropbox Yes 
FormFree Yes 
Google Drive Yes 
MDE Pro Yes 
Microsoft Azure Yes 
Plaid Yes 
Salesforce Yes 
Shape Software Yes 
Slack Yes 
Surefire CRM Yes 

Integrations

Axis LMS Yes 
BluMortgage No 
Box No 
BytePro No 
DocMagic No 
Docusign No 
Dropbox No 
FormFree No 
Google Drive No 
MDE Pro No 
Microsoft Azure No 
Plaid No 
Salesforce No 
Shape Software No 
Slack No 
Surefire CRM No 

Pricing Details

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

Pricing Details

$39 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 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) No 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs No 
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

Loanzify

Country

United States

Website

www.loanzify.com/features/

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

Mortgage and Loans

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

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