Marg Floify

Marg ERP 9+

Floify is a mortgage automation and POS software that helps mortgage companies to save time by automating redundant tasks. The software’s POS portal offers web-based access 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

Pricing of Marg ERP-Pharmaceutical Industry Software

Pricing plans

Introduce pricing plans

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Business Plan

USD 59.00 //Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • 1 LO or Support user
  • Secure Borrower Portal
  • Status and Milestone Updates via Email
  • Text/SMS
  • and Smartphone Apps
  • Progressive Web Apps and Mobile Apps for Android and Apple Devices
  • Customizable digital 1003 application
  • which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
  • Authorization to pull credit and borrower eConsent
  • Spanish subtitles
  • Downloadable PDFs
  • Support for the updated URLA format
  • Custom Fields
  • Lay

Team Plan

USD 225.00 //Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • 1 LO + 4 support users
  • Secure Borrower Portal
  • Status and Milestone Updates via Email
  • Text/SMS
  • and Smartphone Apps
  • Progressive Web Apps and Mobile Apps for Android and Apple Devices
  • Customizable digital 1003 application
  • which includes: Authorization to pull credit and borrower eConsent Spanish subtitles Downloadable PDFs Support for the updated URLA format
  • Authorization to pull credit and borrower eConsent
  • Spanish subtitles
  • Downloadable PDFs
  • Support for the updated URLA format
  • Custom Fields
  • L

Enterprise Plan

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Includes features of Team plans plan
  • plus
  • Integrate with your LOS
  • Disclosure Desk
  • Fannie Mae Desktop Underwriter® Integration
  • LOS Milestone Sync
  • White-Labeled iOS and Android Mobile Apps*
  • Hybrid E-Closing**
  • Dedicated Account Manager with Priority Support
  • Concierge Onboarding and Training
  • Straightforward Pricing Model – No Hidden Per-Loan Fees
  • Includes features of Team plans plan
  • plus
  • Integrate with your LOS
  • Disclosure Desk
  • Fannie Mae Desktop Underwriter® Integration
  • LOS Milestone Sync
  • White-La

Key Specification

Other Categories:
Deployment: Cloud Hosted
Customer Support: Online (Ticket),Business Hours
Customization: No
Languages Support: English

Who uses Floify

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Floify
  • Headquarter: Boulder, Colorado United States

Floify Description

Key Features & Specifications

  • Audit Trail
  • Compliance Management
  • Workflow Management
  • Chat (Messaging)
  • e-Signature
  • Client Management (Customer)
  • Document Management
  • Custom Workflows
  • Mobile Access
  • Collaboration

Floify Video

Keka HR Payroll Platform Screenshots

User Reviews

WRITE A REVIEW
quotes

What do you like best?

The option that Floify gives realtors to print their own pre-approval letters, after the lender has set the max approval amount, etc. in the system. This saves everyone time and can definitely help realtors out in a time pinch when the lender is unavailable.

What do you dislike?

There is nothing I dislike at this time.

Recommendations to others considering the product:

GET ON THE BANDWAGON! :)

What problems are you solving with the product? What benefits have you realized?

The advantage I previously listed is a huge business problem that Floify solves for us. Additionally, it is a great pipeline/organizational tool and it ensures that no documents are missed or overlooked. Nothing falls thru the cracks with Floify.

- Sarah P

quotes

What do you like best?

I love how easy the interface is for clients to navigate. There are always going to be outliers, but most clients are able to use Floify without trouble.

What do you dislike?

I most dislike that there is little modification that you can do. We have a few suggestions over the years and they try to accommodate, but the software seems young still and I think there is opportunity to grow.

Recommendations to others considering the product:

While our office uses it primarily for document gathering, there are a lot of other features like integration to Dropbox, 1003 application for borrowers to fill out that can convert to FNM files, and other cool things they are doing. The support staff is AMAZING though. They are there to help any time and can even do medial tasks (copying defaults to all users) that save a TON of time if you are revising your templates. The pricing is a little steep, but I think the value is definitely there if you are using all of the features!

What problems are you solving with the product? What benefits have you realized?

It is much easier to have all document collection in one place. Our office is now half-remote so it allows all client documentation to stay in one place, instead of our clients emailing to one person and files getting lost in the shuffle.

- Nicole R

quotes

PROS & CONS

What are the best aspects of this product?

I really like how this tool saves everyone's time thanks to its ability to produce pre-approval letters. As long as the lender has already set the maximum approval amount in the system, I can print the letters, even if they're not around. This just makes everything move along quickly.

What aspects are problematic or could work better?

Right now, I really can't think of anything I actively dislike from this tool.

What specific problems in your company were solved by this product?

I can't stress enough how big of a help it is to be able to print pre-approval letters even when the lenders are unavailable. The tool has also helped our business become more organized since all documents are now in a single location.

Are you a current user of this product?

No

- Nestor

quotes

PROS & CONS

What are the best aspects of this product?

The thing I appreciate most about this tool is it's so user-friendly that even our clients have no trouble using it. There is no steep learning curve involved when navigating the user interface, resulting in less frustration from our clients.

What aspects are problematic or could work better?

The tool may be easy to use but I don't like how there's very little you can do when it comes to customizing it. There is definitely still room to grow and improve, especially when it comes to tailoring it to specific business needs.

What specific problems in your company were solved by this product?

Thanks to this tool, we don't have as much of a problem when it comes to retrieving needed documents since there is now only one place we need to look. It is also great for our clients since they only need to send their documents to a single location.

Are you a current user of this product?

Yes

- Velma

quotes

PROS & CONS

What are the best aspects of this product?

I really like how this tool saves everyone's time thanks to its ability to produce pre-approval letters. As long as the lender has already set the maximum approval amount in the system, I can print the letters, even if they're not around. This just makes everything move along quickly.

What aspects are problematic or could work better?

Right now, I really can't think of anything I actively dislike from this tool.

What specific problems in your company were solved by this product?

I can't stress enough how big of a help it is to be able to print pre-approval letters even when the lenders are unavailable. The tool has also helped our business become more organized since all documents are now in a single location.

Are you a current user of this product?

No

- Nestor

Keka HR Payroll Platform Key Clients

Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

Floify has 3 plans,

  • Business Plan USD 59.00 /Month
  • Team Plan USD 225.00 /Month
  • Enterprise Plan USD 0.00

Floify is the AI Loan Origination Software used for the below functionalities.

Top 5 Floify features

  • Audit Trail
  • Compliance Management
  • Workflow Management
  • Chat (Messaging)
  • e-Signature

Floify provides Online (Ticket),Business Hours support.

Floify is allowed 0 Days Free Trial.

Floify provides Help Guides,Video Guides,Blogs for the software training.

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