Tame Your Chaotic Mortgage Office
Floify Mortgage Borrower Portal and Dashboard
Automate the process of collecting loan documents from borrowers with a simple, secure interface.
Keep referral partners and borrowers up-to-date with milestone timeline, and streamlined email updates.
Borrowers can self-start a loan on your website, and submit pre-qual docs.
Integrations with DocuSign, Encompass, Dropbox, Box, Google Drive, and Slack.
Encompass LOS Integration
We’ve integrated Floify with the Encompass LOS to provide enhanced efficiency and compliance benefits to our users!
LO’s are seamlessly uploading borrower documents from Floify into the corresponding loan file in Encompass.SHOW ME THE ENCOMPASS INTEGRATION!
Got 2 Minutes? Understand Floify.
C4 Lending Case Study
Your entire mortgage office could be 25% more productive by automating the process of gathering lending documents from your borrowers as well as keeping them informed of current loan status.
That 25% metric comes from our first customer, Melanie Taliaferro with C4 Lending.
Melanie runs the top producing branch of a nationwide mortgage company. Melanie employs a staff of 18 loan originators, assistants, and processors, all of whom use Floify.
In her words, Floify is the single best investment I’ve made in my branch.
Producer Spotlight Interviews
We’ve been interviewing top producers and asking them what’s in their bag of tricks! Check out the interviews on our blog:
Joe Bass of The Bass Group dishes out the “secret sauce” responsible for his team’s 20% organic growth!
James Pulsipher of Fidelity Mortgage operates an office of ultra-efficiency. Read about what he calls the “key” to his team’s success.
Linda Rudd of Your Lending Team uses metrics to keep her team accountable and productive.
What Loan Originators Say About Floify
Everyone love love loves the milestone updates! We have seen significant agent retention since we instituted Floify updates in a systematic way.
Andrew Soss / Sr Mortgage Advisor & Team Leader / Newport Beach, California
It’s working great and the clients have complimented the site for its ease to work with. Syncs up with Dropbox perfectly. I highly recommend.
Steve Stapleton / Branch Manager / St. Petersburg, Florida
Floify Status for May 1st
19% month-over-month growth
|Loan Docs Under Management||517,031|
|Loan Files Under Management||34,548|
|Loan Files Started Last Month||6,311|