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Tools ‘N’ Tactics is our newest series, highlighting the best apps, tools, and tactics to help make your mortgage business easier, faster, and more profitable.

Our guest this week is Holly Hamann of Floify.

This episode is sponsored by Lendful. Lendful is an online, consumer, unsecured lender, removing the paperwork, streamlining the loan process, and keeping it simple and straightforward for customers. Send an e-mail to broker@lendful.ca to sign up, and let them know that you heard about Lendful through Scott Peckford’s podcast and would like to signup for a referral agreement.


What is Floify?

Floify is an automated document management deal-processing platform built for US brokers, also accessible to Canadians. Its innovative software solutions provide mortgage professionals with the tools to manage all factors of a mortgage origination through a centralized hub. Brokers and their teams are able to streamline, manage, and organize the lending process, saving time and money while simplifying your business.

The dashboard is available online. An overview of each loan in process is shown, highlighting necessary actions for each deal.

Aimed at increasing the level of communication between brokers and clients, referral partners, and members involved in a deal, Floify’s services ensure swift, effective, and efficient mortgage processes.

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Who is it for?

Floify is designed for brokers looking to streamline the document signing processes of a loan and increase the communication between borrowers, lenders, and all parties involved in a transaction.

Its automated features simplify the loan process, saving you time and money.

What Problem Does it Solve?

The potentially complex and time-consuming process of collecting documents from a borrower, managing the documents, and keeping everyone involved in the loop. Its automated software maintains communication between parties throughout the loan process, ensuring optimal connections with clients and brokers.


How Does it Work?

There are 14 industry-standard milestones, customizable by the broker depending on the client’s needs.

Lenders are able to automatically update the borrower, realtor, builders, or whomever else is involved. Communication is automated through e-mail or secure SMS.

The dashboard displays which documents are necessary for submission, approval, or any other necessary actions for each party. This portal provides its users with a secure location to upload files, as opposed to e-mail. Various templates are available for sending to clients, further streamlining the overall process.

Raw data is accessible for brokers to retrieve contact information into their contact lists.

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What Does it Cost?

There are different plans available, depending on your needs.

Basic, Business, Business Premium, and Enterprise packages and their features can be found on Floify.com/pricing.


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