Keeping up with the mortgage loan process from start to finish can be a daunting and time-consuming task especially when you are closing 20-30+ loan each month. As a loan originator in Greenville, SC for Fairway Independent Mortgage, I have been searching for an all in one software system that is both a CRM and a loan process flow management tool. I wanted to throw this out there to see if anyone is currently using Floify and what their user experience is.
- How has it helped your business as an originator?
- What are the pros and cons?
- What was your user setup experience? Does it integrate with Encompass?
- Are there any other CRM/process flow management tools that you use?