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Frequently Asked Questions About Floify

Welcome to the Floify mortgage origination software system FAQ. Learn more about how our software works, and how it can help you.

We hope that the information listed here can answer your most important questions about Floify. If you have questions not answered here, please feel free to call or email us. We are here to help make your job easier and are always happy to talk to you.

What is Floify?

Floify is a robust software solution that lets mortgage professionals manage all aspects of the mortgage origination process via a centralized system. Floify allows loan officers and their teams to streamline, manage, and organize the lending process so that they can save time and money.

The loan dashboard is easily accessible on any computer with web-access and displays an overview of loans in process. For each loan, Floify highlights what documents may still be needed from a borrower and what the next steps are. Mortgage automation features give loan officers the ability to automate portions of the document collection process with cutting-edge technologies.

Floify facilitates a heightened level of communication between lending team, borrowers, referral partners, and other loan stakeholders. Automated status updates, milestones, and the innovative Partner Portal give loan officers a critical differentiator that will help them reinforce partnerships and lead sources.

How does it work?

Floify is powered by a comprehensive software application that is delivered and accessed via a traditional web interface. Lenders and their staff log into the system and are initially greeted with a loan dashboard. This dashboard provides a high-level overview of all active loans. It also offers users the ability to get further detail about any element of any loan.

With Floify, you can easily see what documents have been collected and what documents are still needed, appropriately alerting you so that unnecessary delays do not result. Communications to other professionals and even clients can be sent from the Floify dashboard, making it easy for you to keep everyone in the loop about loan status.

All documents are uploaded directly into Floify so no duplication is needed. This ensures no loan is promoted through the process without having all data intact. All records are easily housed for long-term storage and retrieval upon loan closing.

How much does it cost?

Floify pricing is straightforward. Plans start at $39/month per user with discounts available on annual pricing. Start with one user or add your whole team, everyone benefits from the organizational and productivity boosts that Floify provides.

No matter the size of your company, every Floify customer enjoys the same base benefits:

  • Unlimited document collection
  • Unlimited number of borrowers and loans to track
  • Milestone and loan status updates
  • Pipeline status summary
  • Borrower self-signup from your website
  • Unlimited phone and email support

The time savings and productivity boost that Floify delivers translates directly into dramatic cost savings that far outweigh the cost of the system. That's the kind of ROI that your business needs to stay ahead of the pack in today's competitive marketplace.

Who uses Floify?

Floify was built and implemented with mortgage professionals of all kinds in mind. It is ideal for: independent mortgage brokers, loan officers, branch managers, processors, loan officer assistants, coordinators, small to medium mortgage companies, and large mortgage companies. Any person or company in the mortgage origination industry can benefit from Floify.

Is it secure?

​Home loan mortgage applications by nature contain extremely sensitive personal information about borrowers. Social security numbers, tax IDs, bank account numbers and more must be kept completely safe when processing home loans.

​In an age where identity theft and identity fraud happen all-too often, the need to protect this confidential data is a must. Floify is built upon a very secure platform that is designed to prevent hacks and unauthorized access and use.

​From the very beginning, users are only allowed into the loan dashboard after verifying their login credentials. Our data center features the latest and most secure servers and technology to ensure data integrity when uploading and transmitting documentation as part of the loan approval process. Floify also delivers a high level of uptime and a comprehensive disaster recovery plan.

If you have any questions or concerns about security or the safety of personal data, we invite you to contact us directly. All such issues will be taken seriously and we are happy to help you with these.

Does it integrate with my cloud storage platform?

​Yes. Floify can synchronize all your borrower documents to Dropbox, Box, and Google Drive once you connect Floify to the platform using their security protocols. Support for Microsoft OneDrive is on the Floify product roadmap.