Mortgage Point-of-Sale Portal
Floify's secure mortgage point-of-sale portal provides a web-based access point for your borrowers to interact with their loan from application through clear-to-close. Borrowers can easily complete a loan application, upload supporting documentation, eSign disclosures, and monitor the status of their loan — in a single, easy-to-use location.
Loan Document Management
Floify's mortgage point-of-sale portal makes it simple for your borrowers to know exactly what is on their needs-list, and even easier to get it to you.
Quickly collect accurate supporting documentation from your borrowers in a secure, centralized, digital environment – creating transparency for borrowers, origination teams, and agents.
Custom Fields and Layouts
Customize and transform your mortage point-of-sale portal into a one-stop information shop by creating dynamic layouts for borrowers or lenders – powered by unique and flexible data fields.
Display anything from a checkable task list and downloadable PDFs to a Google Maps link instructing your borrower how to find the location of their closing. The possibilities are limitless.
Business Rules and Logic
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.
Leverage Floify's built-in E-Sign functionality or the platform's integration with DocuSign to let your borrowers electronically sign documents and disclosures – easily done from within their point-of-sale portal.
Enterprise customers combine DocuSign, their LOS, and Floify's Disclosure Desk to create a powerful, centralized disclosure management system across their operation.