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Streamline Your Mortgage Office

Real Estate Agent and Referral Partner Portal


Stand out and become the preferred partner of Realtors and referral sources by offering them something.... 

unique.

Floify's Real Estate Agent and Referral Partner Portal gives loan stakeholders the transparency and innovative tools that make their job easier and will keep your pipeline full of new referrals.
floify partner portal

Invite your real estate agent partners and other referral sources to participate in the loan lending process.

With a basic level of permissions, your partners will be given their very own portal where they can:
    • Stay updated with milestones in the lending process.
    • Upload important documents to the loan flow.

Stand out.  Be different. Get more referrals.


Custom Pre-Approval Letters and More

The Real Estate Agent and Referral Partner Portal really shines when you grant your trusted partners the advanced level of permissions. With this level of access, they'll be able to:
  • Generate custom pre-approval letters, based on your letter template, on-demand.
  • View status of red/yellow/green bucket document requests, but NEVER real uploaded borrower documents.
  • (Still) Stay updated with milestones in the lending process.
  • (Still) Upload important documents to the loan flow.
example of floify's custom generated mortgage pre-approval letter

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