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97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Floify logo
Loan Origination Software

4.8 130 user ratings

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89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description Floify is futuristic mortgage automation and POS software that helps mortgage companies to save their time by automating redundant tasks. The software’s POS portal offers a web-based access facility to individual borrowers, enabling them to apply for loans, upload necessary documents, eSign disclosures and monitor the status of applied loans. Floify is also packed with a variety of customizable and automated communication solutions that help referring agents, borrowers, and other stakeholders to get access to appropriate information as per convenience. The software’s Digital 1003 feature helps with submission rate enhancements and data integration procedures, offering access to the best-in-class loan application experience to individual borrowers. Floify also enables users to maintain loan file integrity and boost operational efficiency by integrating with a variety of external solutions, that cater to the need for document verification, eSignature generation, and CRM tasks. Moreover, the software also allows users to promote their brand and co-brand name by adding a company logo, custom CSS, and javascript along with a color scheme of their own. Read more CompassWay Loan Management Software revolutionizes lending operations with its intuitive digital platform, making the entire process seamless and automated. Designed for both B2B and B2C markets, this versatile solution effectively manages the loan lifecycle, tailored to meet any business's unique needs. By replacing tedious manual data entry with automated field auto-population, CompassWay enhances accuracy and efficiency, dramatically reducing costs. Its smart automation features guarantee precision at every stage, eliminating human bias and error, and speeding up the borrowing process. This rapid efficiency delivers the fastest time-to-market for lenders. Each lending process is carefully customized, allowing businesses to optimize operations effortlessly. CompassWay provides an essential partnership in achieving cost reduction through automation, freeing users to focus on growth and customer engagement. Experience a transformative era of lending with CompassWay, where innovation meets operational excellence, offering a user-friendly, supportive solution that empowers business growth and engagement. Read more
Pricing Options
  • Free Trial Available
  • Starts at $49.00. Offers Custom plan.
  • Free Trial Available
  • Offers Custom plan.
SW Score & Breakdown

97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    89%
  • Reviews
    93%
  • Momentum
    67%
  • Popularity
    85%

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    63%
  • Momentum
    64%
  • Popularity
    67%

Features

Total Features
6 Features
9 Features
Common Features for All
    Audit Trail A record of changes made in chronological order of a user or activity
    Chat (Messaging) Allows users to collaborate better by exchanging views and collect information through chatting or texting
    Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
    Collaboration Helps you safely share data with only those who matter and enhances your teamwork
    Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
    Custom Workflows Facility to create workflows with custom stages, process, and status.
    Document Management Ability to store and manage various information and documents in electronic format.
    Mobile Access Allows accessing the software and product/service related information from a mobile device
    Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 3 More - Show Less
    • Audit Trail A record of changes made in chronological order of a user or activity
      Chat (Messaging) Allows users to collaborate better by exchanging views and collect information through chatting or texting
      Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
      Collaboration Helps you safely share data with only those who matter and enhances your teamwork
      Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
      Custom Workflows Facility to create workflows with custom stages, process, and status.
      Document Management Ability to store and manage various information and documents in electronic format.
      Mobile Access Allows accessing the software and product/service related information from a mobile device
      Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
      e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 6 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    4.8/5 130 user ratings
    1/5 1 user ratings
    Rating Distribution
    • Excellent

      86.2%
    • Very Good

      13.1%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0.8%
    • Excellent

      0%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      100%
    User Sentiments

      Ease of Use, Automated Document Collection, Secure Document Upload, Extensive Integrations

      Mobile App Functionality, Customization Limitations, Milestone Updates, Email Automation

      Not Available
    Review Summary

    Overall, users praise Floify's user-friendly interface, ease of use, and efficient loan processing capabilities. They appreciate the system's automation features, customizable templates, and e-signatures, which streamline the loan application process. Additionally, Floify's customer support is lauded for its responsiveness and helpfulness. However, some users have reported occasional technical glitches and limited customization options. The mobile app's functionality could also be improved for a more seamless experience.

    Not Available
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $49.00. Offers Custom plan.
    • Free Trial Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Business Plan $49.00 $59.00 per month

    Team Plan $175.00 $225.00 per month

    Enterprise Plan Custom

    CompassWay Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Jungo
    + 1 More
    Not Available
    Videos Video Thumbnail
    + 2 More
    Not Available

    Vendor information

    Company Details Located in: Boulder, Colorado Founded in: 2013 Located in: Warsaw, Poland
    Contact Details

    (720) 370-3622

    https://floify.com/

    +48225987243

    https://compassway.org/

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