Experience Floify: Your Edge in Mortgage Banking Excellence
Revolutionize your approach to mortgage banking – streamlined, compliant, and cost-effective.
Floify transforms mortgage banking operations, propelling your business towards greater margins and seamless compliance. Our innovative platform is customized for mortgage banks, equipped to enhance your brand and optimize your processes.
Check out what other mortgage bankers are saying about Floify
Great software to collect all docs from borrowers
Makes doing loans so much easier!
Time Saving and Top of the Line.
An excellent front end POS to get applications, documents, and so much more.
Very effective.
Features Tailored for Mortgage Banks
Enhance profitability and manage margin compression with automated processes and efficiency tools
Navigate regulatory compliance with precision and ease with Floify's built-in governance and security features
Improve recruitment and retention of top loan originators by offering innovative functionality and workflow customization
Differentiate your brand in the crowded mortgage marketplace by offering a superior, digital-first customer experience
Optimize Your Mortgage Banking Operation
Elevate your operation to new heights with a platform designed with the specific needs of mortgage banks in mind. From document management to automated disclosure workflows, Floify frees up mortgage origination teams to focus on high-value tasks and strategic objectives.
Key features include:
- Streamlined digital application and document management workflow designed for loan origination
- Seamless Disclosure Desk & Hybrid eClosing
- Operational transparency via team and company engagement analytics dashboard
Cultivate a Unique Digital Experience for Your Customers
Provide a compelling and enjoyable digital mortgage experience that elevates your brand. Packed with innovative customer-facing features and functionality, Floify empowers mortgage banks to outshine the competition.
Key features include:
- User-friendly, mobile-responsive design with no app downloads required
- Embeddable with company SSO for a seamless brand experience
- Design and deploy a truly custom brand experience – instead of the same look-and-feel your competitors use
Download Your FREE MORTGAGE AUTOMATION eBook
Equip yourself with the knowledge and insights needed to navigate the cyclical patterns and market shifts in the mortgage industry by downloading our exclusive eBook.
Leverage Industry-Leading Customizability for Your Unique Business Needs
Every mortgage banking operation is unique and requires a system that augments, not limits, its process. Floify provides a multitude of configuration options, enabling you to construct your digital mortgage process precisely as you envision it.
Key features include:
- Integrate with Enterprise-grade systems such as: Encompass, MeridianLink LOS, BytePro, DU/LPA, Optimal Blue, Docusign, 30+ credit vendors, and more
- Automate loan file assignments for various team roles with advanced task management
- Engage custom fields, layouts, business rules, and webhooks to master data management
Foster Long-Term Relationships with Floify's Customer Capture
Make the home buying process a breeze for borrowers and set your brand apart with exclusive placement in Porch's free home management app for iOS and Android. This concierge service supports borrowers throughout their moving and homeownership journey, including:
- Providing digital moving checklists
- Auto-generating to-do lists using data extracted from home inspection reports
- Gifting borrowers with up to $500 in welcome gifts and offers*
- Keeping families safe with Free RecallCheck for home appliances ($90/year value)
- Positioning your brand to stay in front of the borrower post-close with MLO contact information featured in the app
White-Glove Concierge Support and Onboarding
Every mortgage bank can benefit from expert support. With one of the best support teams in the industry, you can operate with confidence, knowing help is just a call, chat, or email away.
- Dedicated Customer Success Manager for Enterprise Accounts
- Floify Academy: training videos, help articles
- In-app live chat support during business hours
- Weekend and evening availability
See How Other Mortgage Bankers are Driving Success with Floify
Discover how fellow mortgage bankers are using technology to future-proof their business and survive (and thrive) during market fluctuations, in our newest case study with Fidelity Mortgage—download now!