Floify

Documentation upload allows my clients seemless access with security

Commentaires : Ease of receiving requested documentation greatly enhances the borrower experience and provides a end to end solution for documenting loans in a way that the old postal mail, email and fax could never accomplish.

Avantages :

Ease of use allows for clients to provide sensitive personal information over a secure site. With mortgage specific personal information, clients are aware and benefit from Floify.

Inconvénients :

Although Floify continues to improve and add features to this product, the price-point and value exceed expectations.

So very close to perfect...

Commentaires : Overall it has really been a game-changer for efficiency and customer experience. We love it!

Avantages :

Floify has really improved our team workflows and customer experience. It has eliminated "lost documents" that have been emailed to a team member. It has eliminated duplicate requests for the same document from the client. It has streamlined workflows and increased efficiency. We love it and a couple of small development tweaks would make it perfect in every way.

Inconvénients :

There are 2 things I would change that would make a HUGE difference. 1) Add DOB to the loan flows. This is a critical component that will allow us to sync our software to both Jungo and Encompass without creating duplicates. Right now we spend a good amount of time merging duplicates in Jungo because this field doesn't exist. The problematic workflow is that we create a contact in Jungo... manually push to floify from Jungo... Floify automatically pushes to Encompass... Encompass syncs back with Jungo based on DOB and name. Without the DOB encompass doesn't recognize that the contact exists in Jungo and a duplicate is created. 2) Allow the loan officer to complete or finish the application on behalf of the client. This would greatly improve the customer experience by allowing the application to be taken over the phone (start to finish) or completed over the phone if the customer gets stuck or confused. What would it take to have these changes programmed? They would be so immensely valuable to us.

Best in class POS

Commentaires : The user interface is a little outdated, but Floify does what it needs to do in spectacular fashion. Very happy with the product and the customer service.

Avantages :

My customers report that it is super easy to use and the integration with Lending Pad works seamlessly

Inconvénients :

The idea that Floify tried to market insurance services to my clients without my knowledge or consent

I love it!

Avantages :

Floify is everything that I was looking for

Inconvénients :

I should be able to include my personal team (processor’s) without additional cost.

Time saver!

Commentaires : Overall, Floify has saved me a lot of time, headaches and grief, I would highly recommend this system to anyone looking for a better and more balanced work life.

Avantages :

It is a secure way to transmit documents between clients and myself, which in the age we are living in is so crucial. It has drastically cut down on the number of emails that I receive from clients as I am no longer updating a condition list via email every time a client sends me a document. Almost all of my clients have had no problem learning and using Floify, the few who refuse to use it are skeptical of any online document transmission. Every time I had to use the support team, they responded right away and they were always able to help and very friendly.

Inconvénients :

The number of emails clients receive was excessive, mainly because some clients took a very long time to satisfy conditions but almost all of them got very frustrated after a while. I had to turn off my auto-update emails for all clients and now they only receive an update when I prompt the system to or when I accept/reject documents. Note that you can control the number of days that you send it, but I found that with the maximum setting (4 days) it was still excessive and the clients were getting very annoyed. That being said, I have been having a great experience with turning this off, and would probably recommend turning off the auto check-ins anyway. I keep in contact with my clients often enough that they do not need to also receive auto emails from my as well.