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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 ConformX?

First American Docutech's ConformX offers a powerful digital platform designed for the creation of dynamic loan documents. By leading the way in the implementation of truly dynamic documents, First American Docutech has redefined industry standards. Unlike conventional systems that depend on a static collection of forms, ConformX works in harmony with leading loan origination platforms, enabling lenders to produce documents tailored to specific needs based on data inputs. Each field of data can be imported, pre-configured, or automatically populated using smart, rules-based algorithms and calculations. This forward-thinking strategy not only simplifies document management but also markedly lowers the risk of data entry mistakes, boosts compliance measures, and ensures a fluid document experience. Additionally, ConformX extends its reach to a wider client base by offering crucial documents in Spanish, such as the loan estimate, closing disclosure, and uniform residential loan application, which helps to make services more accessible for Spanish-speaking clients. This extensive capability illustrates a substantial leap forward in both the efficiency and adaptability of the loan documentation process, ultimately enhancing customer satisfaction. As a result, lenders can operate more effectively, ensuring a seamless experience for all parties involved.

Media

Media

Integrations Supported

Blend
BluMortgage
BytePro
Calyx
DocMagic
Docusign
Dropbox
Encompass
Fiserv
FormFree
Glance
Google Drive
Microsoft Azure
MortgageHippo
NetOxygen
Plaid
Shape Software
Slack
Wipro Cloud Studio

Integrations Supported

Blend
BluMortgage
BytePro
Calyx
DocMagic
Docusign
Dropbox
Encompass
Fiserv
FormFree
Glance
Google Drive
Microsoft Azure
MortgageHippo
NetOxygen
Plaid
Shape Software
Slack
Wipro Cloud Studio

API Availability

Has API

API Availability

Has API

Pricing Information

$79 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Floify

Date Founded

2013

Company Location

United States

Company Website

floify.com

Company Facts

Organization Name

First American Docutech

Company Location

United States

Company Website

docutech.com/solutions/conformx/

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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