+
+

Related Products

  • LendingPad
    302 Ratings
    Visit Website
  • Mortgage Automator
    198 Ratings
    Visit Website
  • Bryt Software
    19 Ratings
    Visit Website
  • LoanPro
    182 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Finastra LaserPro
    2 Ratings
    Visit Website
  • Bravo POS for Pawnbrokers
    92 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • Monarch Money
    139,855 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website

About

Designed for loan originators and mortgage professionals, Floify is the industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to take loan applications, collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Schedule a live demo to learn more. Floify's interview-style loan application provides a best-in-class application experience for borrowers, as well as a full suite of automations, customizations, and branding options. Borrowers and agents are increasingly preferring mobile methods of communication and engagement.

About

Lendware is the modern all-in-one CRM platform for mortgage professionals — helping you streamline your processes to close more deals, scale your operations, and increase ROI. Supercharge your loan origination process with Lendware's lead conversion tools, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Lendware's Mortgage CRM automation streamlines your processes, improves client relationships, and increases lead conversion rates through intelligent workflows and data-driven strategy. Lendware's marketing suite includes comprehensive tools that maximize lead generation and improve client engagement — boosting conversion rates and growing your loan portfolio. Lendware Predict adds AI-powered propensity modeling to identify which contacts are most likely to transact next. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? All activity in one place.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Mortgage lenders looking for a complete Mortgage and Loans solution

Audience

Mortgage professionals and mortgage lenders

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$79 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Floify
Founded: 2013
United States
floify.com

Company Information

Lendware
Founded: 2019
United States
lendware.ai/

Alternatives

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
Unify CRM

Unify CRM

Unify
MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

Continuity Programs

Categories

Categories

CRM Supported
Financial CRM Supported
Mortgage and Loans Supported
Sales Tracking Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Not Supported
Closing Documents Not Supported
Commercial Mortgages Supported
Contact Management Not Supported
Credit Reporting Not Supported
Customer Statements Not Supported
Document Management Supported
Electronic Applications Supported
Government Loans Supported
Loan Origination Supported
Loan Servicing Not Supported
Pipeline Management Supported
Pre-Qualification Supported
Refinance Management Not Supported
Residential Mortgages Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Not Supported
Call Logging Not Supported
Comments / Notes Not Supported
Custom Reports Not Supported
Document Management Not Supported
Email Templates Supported
Interaction Tracking Not Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Integrations

ARIVE Not Supported
BluMortgage Supported
BoomTown Not Supported
Docusign Supported
Encompass Not Supported
Facebook Not Supported
FormFree Supported
Gmail Not Supported
LeadMailbox Not Supported
LendingPad Not Supported
MDE Pro Supported
Microsoft Outlook Not Supported
Plaid Supported
Redfin Not Supported
Salesforce Supported
Shape Software Supported
SimpleNexus Mortgage Platform Not Supported
Slack Supported
Trulia Not Supported
realtor.com Not Supported

Integrations

ARIVE Supported
BluMortgage Not Supported
BoomTown Supported
Docusign Not Supported
Encompass Supported
Facebook Supported
FormFree Not Supported
Gmail Supported
LeadMailbox Supported
LendingPad Supported
MDE Pro Not Supported
Microsoft Outlook Supported
Plaid Not Supported
Redfin Supported
Salesforce Not Supported
Shape Software Not Supported
SimpleNexus Mortgage Platform Supported
Slack Not Supported
Trulia Supported
realtor.com Supported
Claim Floify and update features and information
Claim Floify and update features and information
Claim Lendware and update features and information
Claim Lendware and update features and information