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98% 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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84% 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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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 | Insellerate is a mortgage customer relationship management (CRM) software that helps lenders to close more loans. It works as an engagement platform by leveraging pre-built content, multi-channel marketing, text, social media, email and direct mail options. The solution also uses phone and ringless voicemail to engages both currents as well as past customers, driving more business. As an efficient CRM tool, the software intelligently distributes and manages leads with the client and prioritises the workflow. Insellerate enables an easy way to users to communicate with their borrowers and realtors by providing real-time automated communications. It also helps users by opening ways to strategy management and automation of the business process. Insellerate automates loan status updates, through texts and emails, and send detailed reports on what Realtor/Referral partners are sending to brands. It also runs various campaigns and marketing channels to see what is working and what needs improvement. Read more |
Pricing Options |
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SW Score & Breakdown |
98% 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
|
84% 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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Total Features |
6 Features
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4 Features
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Common Features for All |
Audit Trail
Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Document Management
Mobile Access
Workflow Management
e-Signature
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Audit Trail
Chat (Messaging)
Client Management (Customer)
Compliance Management
Custom Workflows
Document Management
Mobile Access
Workflow Management
e-Signature
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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User Rating |
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Ratings Distribution |
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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
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Business Plan $49.00 $59.00 per month Team Plan $175.00 $225.00 per month Enterprise Plan Custom |
Insellerate Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
+ 1 More
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Not Available |
Videos |
+ 2 More
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+ 1 More
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Company Details | Located in: Boulder, Colorado Founded in: 2013 | Located in: Newport Beach, California Founded in: 2012 |
Contact Details |
(720) 370-3622 https://floify.com/ |
+1 855-973-1646 https://insellerate.com/ |
Social Media Handles |
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