What is Floify?
Floify streamlines the mortgage process for lenders, brokers, credit unions, and community banks by automating workflows, managing documents, and enhancing borrower experiences. With robust governance and security, Floify allows organizations to efficiently handle compliance and regulatory requirements while offering a custom-branded, digital-first application journey that attracts both clients and top loan originators.
The platform provides advanced configurability to tailor workflows to any loan scenario, integrations with leading LOS and CRM systems, and automated communication tools for real-time updates. Floify’s solution enables businesses to increase operational efficiency, boost profitability, and differentiate their brand in the competitive mortgage landscape.
Features
- Custom Workflows: Configurable process for any loan type or scenario
- Automated Document Management: Seamless collection, storage, and organization of loan documents
- Borrower Portal: Secure portal for borrowers to complete digital applications and track progress
- eSignature Integration: Native eSigning capabilities for faster, paperless processing
- Automated Notifications: Real-time updates and communication with borrowers and team members
- Compliance Tools: Built-in governance and regulatory compliance features
- LOS & CRM Integrations: Robust connectivity with leading loan origination and customer management systems
- Reporting & Analytics: Dashboard with actionable insights to monitor operations and productivity
- Role-Based Access: User controls for lenders, brokers, and support staff
- Unlimited Encrypted Data Storage: Secure storage of customer data for up to two years
Use Cases
- Mortgage lenders seeking to automate and streamline their loan origination process
- Brokers aiming to provide a seamless digital mortgage application for clients
- Credit unions improving efficiency and member experience in home loans
- Regional banks optimizing compliance and documentation workflows
- Mortgage teams and solo loan officers managing pipeline and borrower communication
FAQs
-
How secure is the Floify system?
Floify uses SSL encryption and is insured both in transit and at rest, ensuring data security for all users. -
Is Floify ADA compliant?
Yes, Floify complies with the Americans with Disabilities Act (ADA) WCAG 2.1 AA standard, making it accessible to borrowers with visual or hearing impairments. -
Does Floify integrate with my LOS or CRM?
Floify integrates with major LOS and CRM systems including Encompass, BytePro, MeridianLink LOS, LendingPad, Surefire CRM, TotalExpert, and Jungo. -
Can all data be stored in Floify?
Floify allows unlimited, encrypted data storage for up to two years at no extra cost for its customers. -
Is Floify Day 1 Certainty™ approved?
Yes, Floify is Fannie Mae Day 1 Certainty approved as an integration technology provider for report suppliers.
