Automate Borrower and Agent Communications

Floify is chock full of automated communication solutions that are easily customized to provide all of the information that your borrowers, referring agents, and other loan stakeholders could want, when they want it.

Milestone Updates

Utilize Floify's customizable loan milestones to craft a set of indicators that match your lending process, step-by-step.

Flexible and configurable email templates give you a quick yet powerful method to keep the updates flowing to borrowers, agents, and any other loan stakeholder.

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Deadlines and Notifications

Floify's template-based automated email and SMS notification system keeps your borrowers alert to changes in documentation requirements.

Combined with flexible deadline configurations, Floify keeps borrowers on-task and accountable with gentle reminders so that you can keep their file moving forward.

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Agents and Stakeholders

Floify's Business Rules bring the power of if-this-then-that automation to your point-of-sale portal. Craft simple trigger-action statements to dynamically alter the information on the screen.

Trigger new layouts with their own unique data fields, or fire off webhooks to your other mortgage systems when a field is toggled in your portal.

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Office Collaboration

Floify comes packed with features that ensure everyone in your office knows the current status of a loan.

A flow's Audit Log gives lending teams full transparency to the actions taken on a loan file, and flow Notes make peer-to-peer communication in the back office a breeze. When teams really want to dial it in, they can leverage custom fields and layouts to display checklists, files, and more.

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Book a personalized demo of our mortgage automation platform

During your demo, you'll see how Floify can help you streamline your lending by securely collecting documents faster, accepting more applications with less effort, automating loan status updates to save time, and more.

Complete and submit our secure demo form and a member of the Floify team will contact you to schedule your demo day and time. 

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