How? Floify’s simple interface guides your clients through each step of the process, allowing them to upload their documents directly into the system that tracks the progress of their home loan. And by keeping them informed with automated milestone updates, Floify increases referral partner retention.
Floify review: Technology
Floify also utilizes the most current technology to complete tasks in significantly less time than what is otherwise possible, freeing up you and your team to process more home loans and enjoy a better work-life balance.
Floify uses cloud technology to automate the gathering of home loan documentation from borrowers. It also establishes an intuitive portal for mortgage loan originators which allows them to track every loan file up to closing. Not only does this reduce the possibility of human error during the documentation process, but it enables originators the opportunity to spend more time working with clients and ultimately closing loans—it also increases their bottom line.
Floify review: Integration
Through its own research, Floify found that most of its clients were using DocuSign for their e-signatures, which is why Floify integrated the ease and security of DocuSign into its system. Users of Floify can now send document templates already set up in their DocuSign account directly.
Floify users can also send a one-time document that does not use pre-existing templates. Instead, you can design a template through a DocuSign user interface and send documents with pre-filled fields (as well as without). You also have the option to send mortgage documents that require a co-borrower’s e-signature.