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Tame Your Chaotic Mortgage Office

Tame Your Chaotic Mortgage Office

Floify Mortgage Borrower Portal and Dashboard

Borrower Portal

Automate the process of collecting loan docs from borrowers.

Milestone Updates

Keep real estate agents and borrowers up-to-date with easy email updates.

Workflow Tasks

Track back office workflow tasks to avoid the last minute rush to closing.

Pipeline Status

Gain 24/7 visibility into the status of your pipeline.

Floify Status for August 1st

24% month-over-month growth

Loan Docs Under Management 123,643
Registered Users 8,457
Loan Files Under Management 8,534
Loan Files Started in July 1,666

Got 2 Minutes? Understand Floify.

C4 Lending Case Study

Your entire office could be 25% more effective by automating the process of collecting loan docs 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.

Milestone Updates for Realtors

Real estate agents are your best referral partners, right?

Keep them up-to-date on loan progress with simple emails that look great on smartphones.

Make yourself look smart and well organized to the people who send you referrals.

  • Real estate agents, title companies, borrowers are all kept up-to-date through each milestone of the loan process.
  • Don’t wait til Friday to send updates. Send them throughout the day, every day.
  • Looks great on smartphones. Busy real estate agents see the critical info they need in the email subject line.
  • Just two clicks to send a personalized milestone update mail. No more copy/paste.

Just Email Your Tax Return

Have you ever heard that? Just email your tax return.

Email is not secure. Tax returns sent over email is a step towards identity theft.

Sending personal information by email is not secure.

Floify is a fully secure platform for collecting loan docs from borrowers.

Here’s a 5 minute demo video of Floify that shows you what we mean:

What Loan Originators Say About Floify

As I have gotten much busier, this system has really helped out a lot and made my life a lot easier.

Stephen M. Campbell / Senior Loan Office / Glastonbury, Connecticut

Hard Money Lenders

Hard Money Lenders and Private Money Lenders reap the same benefits from Floify as mortgage originators.

Fix-and-flip deals have similar characteristics to mortgage originations. As a hard money lender, you need to:

  • Collect the construction and rehab plans and estimated costs
  • Collect the LLC’s Articles of Organization and other operating documents
  • Show a professional web presence to your borrowers

If you’re a hard money or private money lender, the Floify Borrower Portal keeps your deals and borrowers on track to a timely closing.

Use Webforms Instead of PDF Forms

Still emailing PDF forms for your borrowers to fill out and return?

With webforms, borrowers fill out your Homeowners Insurance and other forms online.

It’s much faster and easier than downloading a PDF, filling out the PDF form, and then sending it in.

We take care of everything. Just send us your forms, and we’ll convert them to user-friendly webforms.

Homeowner's Insurance Info

200 Emails a Day

200 emails a day. That’s what someone told us recently. That’s how many emails this mortgage loan officer gets every day.

That kind of email load crushes productivity.

However, there’s a way out for loan originators.

Read more about this.

Borrower Portal

Wouldn’t it be awesome if borrowers had a professional Borrower Portal that let them:

  • Securely upload all bank statements, pay stubs, etc
  • Wet-sign other needed docs
  • Check loan status
  • Fill out your Short Form App + other customizable webforms
  • See your branding
  • Synchronize uploaded docs to your Dropbox or Box

That would be awesome.

Here’s the free Floify signup for that.