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Floify
Description de Floify
Conçu pour les auteurs de prêts et les professionnels hypothécaires, Floify est une excellente solution de caisse qui rationalise le processus de prêt en fournissant un portail de communication et de document sécurisé entre le prêteur, l'emprunteur et d'autres parties prenantes des prêts hypothécaires. Les auteurs de prêts utilisent Floify pour collecter et vérifier la documentation des emprunteurs, suivre la progression des prêts, communiquer avec les emprunteurs et les agents immobiliers et clôturer les prêts plus rapidement. Demander une démonstration en direct. Les abonnements complets démarrent à partir de 49 $/mois seulement.
Qui utilise Floify ?
Professionnels de l'hypothèque et auteurs de prêts.
Floify ne vous convainc pas tout à fait ?
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Floify
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Avis sur 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.
Réponse de l'équipe de Floify
il y a 7 ans
Hey, Guy! Thanks so much for your glowing review of Floify. We are so happy to hear that our platform is providing exceptional value to your business. All of us here at Floify wish you and your team the utmost success at American Financial Lending, Inc. Thanks again for your review and for using Floify!
Alternatives envisagées précédemment :
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.
Réponse de l'équipe de Floify
il y a 5 ans
Hi Shanna, thank you for taking the time to leave a candid review of your experience with Floify. We are happy to see that our point-of-sale solution has improved your team workflows and customer experience. With regards to the issues you pointed out, DOB can be added to your loan flows by using our Custom Fields functionality if you would like help with setting this up, please feel free to contact our Support team. Also, the ability for a loan officer to complete an application is coming soon with our "co-piloting" functionality, so please stay tuned for that!
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.
Réponse de l'équipe de Floify
il y a 5 ans
Hey Frederick, thank you for the fantastic review of Floify! We are happy to see that our solution is everything you were looking for. We are constantly rolling out new features, so you should be seeing more great things soon!
Floify is Awesome to work with!
Commentaires : Excellent , ease to use and good really customer service, friendly staff
Avantages :
Ease of use great customer service . Always provide response to inquiries quickly
Inconvénients :
That you can only have 2 borrowers per loan Floify, would love to see that we could option to have 4 borrowers
