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What is Floify?

Floify serves as an effective point-of-sale solution tailored for those in the mortgage industry, particularly loan originators. This platform enhances the loan process by offering a safe communication avenue and a document portal that connects borrowers with lenders seamlessly. Loan originators utilize Floify to handle loan applications, confirm borrower documentation, monitor loan status, and engage with both borrowers and agents, facilitating quicker loan closings. For further insights into its features, consider arranging a live demonstration. Additionally, exploring Floify could significantly improve the efficiency of your loan processing activities.

What is CANDID?

CANDID is a holistic CRM and lending workflow platform tailored for mortgage lenders and loan officers. This web-based solution effectively merges the management of borrower and referral-partner relationships with features such as loan pipelines, task organization, communication workflows, and comprehensive reporting capabilities. Users can track prospects and applications efficiently, guarantee prompt follow-ups, and manage the entire borrower experience from the first inquiry to the successful loan closing. Furthermore, CANDID incorporates automation and AI-driven tools to enhance lead engagement and simplify operational processes, boasting integrations with a variety of mortgage loan origination systems, including Encompass, LendingPad, ARIVE, and Nano. Aimed at independent mortgage banks, brokers, credit unions, and lending teams, the platform is designed to refine the management of sales and borrower relationships in harmony with lending workflows. With its intuitive interface and powerful features, CANDID enables teams to boost productivity, enhance client interactions, and ultimately foster stronger relationships throughout the lending journey. This ensures that all involved parties can navigate the complexities of the mortgage industry more effectively.

Media

Media

No images available

Integrations Supported

BluMortgage
Box
BytePro
DocMagic
Docusign
Dropbox
FormFree
Google Drive
MDE Pro
Microsoft Azure
Plaid
Salesforce
Shape Software
Slack
Surefire CRM

Integrations Supported

ARIVE
Encompass
LendingPad

API Availability

API Availability

Pricing Information

$79 per user per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

Floify

Date Founded

2013

Company Location

United States

Company Website

floify.com

Company Facts

Organization Name

CANDID APP

Date Founded

2020

Company Location

United States

Company Website

candid.inc/

Categories and Features

Document Collection

Not specified

Mortgage and Loans

Commercial Mortgages
Document Management
Electronic Applications
Government Loans
Loan Origination
Pipeline Management
Pre-Qualification
Residential Mortgages

Categories and Features

CRM

Not specified

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