Uku allows for a number of things in a simple, intuitive Nordic design philosophy of which one can -
Manage deadlines, time tasks, strong reporting tools, share tasks and allows for open viewing so that all team members tasks are visible, CRM, Correct billable hours...all in a clean view with a fast learning curve to adoption.
About Floify
Designed for loan originators and mortgage professionals, Floify is the mortgage 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 collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Request a free demo today - plans start at $29/month!
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Summary
Automated worklows ensure that tasks are tracked.
CRM maintains client relationships so services are delivered.
Reporting and analysis to new levels
Collaborate to deliver remarkable client service.
Intuitive user-experience
Fast learning curve in adoption.
Tasks and Time tracking for better billing and happier clients
Summary
Integrations with more than 50 credit reporting agencies, 5 LOS providers, and 3 eSignature/disclosure vendors
Automated email/text status updates for borrowers, real estate agents, and partners
Intuitive document portal with unlimited storage
Mobile optimized, customizable, and embeddable interview-style 1003 mortgage application
Pricing
Freelancer
Free
Included in plan:
1 user
Most features
No custom fields
No company account
Standard
$19.00
per month billed yearly (Or 29 billed monthly
Included in plan:
All features
Reporting
User roles and permissions
Teamwork tools
Custom fields
Live chat support
Unlimited users
Pro
$39.00
per month billed yearly (or 49 billed monthly)
Included in plan:
All that the other plans offer
Billing
Integrations
Budget monitoring
Personlised help
One on one (hand hold training)
Pricing
Enterprise
Fully customized to meet the unique needs of your mortgage business.
Included in plan:
Secure Borrower Portal
Status and Milestone Updates via Email and Smartphone Apps
Mobile Apps for Android and Apple Devices
Borrower eConsent
White-labeled Templates
Unlimited Storage
Customizable, Online 1003 Application with Authorization to Pull Credit and Consent for eSignature
Custom Fields, Layouts, and Business Rules
Progressive Web Apps
Realtor/Referral Partner Portal
On-demand Pre-Approval Letters
SMS/Text Notifications
Custom HTML Email Signature
Suite of Productivity Integrations
Automated Asset and Income Verification
Company Dashboard
Team
$250.00
1 user(s) / month
Included in plan:
Secure Borrower Portal
Status and Milestone Updates via Email and Smartphone Apps
Mobile Apps for Android and Apple Devices
Borrower eConsent
White-labeled Templates
Unlimited Storage
Customizable, Online 1003 Application with Authorization to Pull Credit and Consent for eSignature
Custom Fields, Layouts, and Business Rules
Progressive Web Apps
Realtor/Referral Partner Portal
On-demand Pre-Approval Letters
SMS/Text Notifications
Custom HTML Email Signature
Suite of Productivity Integrations
Automated Asset and Income Verification
Company Dashboard
Business
$79.00
1 user(s) / month
Included in plan:
Secure Borrower Portal
Status and Milestone Updates via Email and Smartphone Apps
Mobile Apps for Android and Apple Devices
Borrower eConsent
White-labeled Templates
Unlimited Storage
FAQs
Does this service integrate with any other apps?
Full Integrations are currently in development and will be out in the first half of 2021
Does this service offer multi-user capability (e.g. teams)?
Yes for Standard and pro versions
What are some applications this service is commonly used in tandem with?
Most accounting software can be used in conjunction with Uku as its web based and with "Mini Uku" you have an assistant that keeps track of the main issues, tasks and deadlines. Its all about ease of use rather than complicate an accountants already mannic time schedules.
Does this service offer an API?
Coming shortly
What is this service generally used for?
Manage deadlines, time tasks, strong reporting tools, share tasks and allows for open viewing so that all team members tasks are visible, CRM, Correct billable hours...all in a clean view with a fast learning curve to adoption.
Does this service offer guides, tutorials and or customer support?
yes, we have acadmy pages, help and an online team of support to assist with getting customers up and running as quickly as possible.
What platforms does this service support?
Works alongside most platforms
Who are the main user groups of this service?
Accounting practices
Financial services practices
FAQs
Who are the main user groups of this service?
Loan originators and other mortgage professionals.
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