Mortgage Borrower Portal and Loan Document Management
Loan application; Documention requests; Mortgage milestones; eSignature
Give your borrowers the straightforward, secure mortgage experience they desire
Secure, streamlined, and intuitive for borrowers. Automated document gathering and efficient document management for originators and support staff. Floify's mortgage borrower portal will change the way that you work with borrowers.
From their portal, your borrowers can:
- Upload requested documentation
- Complete a full or short 1003
- Enable automated asset verification
- Monitor loan status
- Acknowledgements (ex: Don't take on new debt!)
- DocuSign electronically
- Download forms for wet signature
Give your borrowers the experience they want
Discover new levels of efficiency and organization
Secure Mortgage Document Collection
Email is not a secure option for your borrowers to send in their loan documents (not to mention the clutter in your inbox).
Your borrowers deserve to know that you take the security and privacy of their confidential information seriously. Here at Floify, it is our job to help you deliver on that promise.
- Designed with security in mind
- Latest and most secure servers and technology
- Data is encrypted during upload/download/rest
Loan Document Management System – Organized and Efficient
Instantly know the details of your pipeline
- Quickly analyze status of documents owed
- Intuitive red/yellow/green "buckets" show what's owed/awaiting-approval/accepted
- Sort documents by category (income, assets, etc.)
- Adjustable deadlines keep borrowers accountable with gentle email reminders
- Custom "quick-packs" of document requests can get any loan type up and running fast.
- Add and remove document requests – as needed