Tame Your Chaotic Mortgage Office
Floify Mortgage Borrower Portal and Dashboard
Automate the process of collecting loan documents from borrowers.
Keep referral partners and borrowers up-to-date with easy email updates.
Gain 24/7 visibility into the status of your pipeline.
Integrations with DocuSign, Dropbox, Box, and Encompass.
Under development: Encompass LOS integration
Floify Status for November 1st
15% month-over-month growth
|Loan Docs Under Management||198,499|
|Loan Files Under Management||13,095|
|Loan Files Started Last Month||2,191|
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
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 Officer / Glastonbury, Connecticut
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
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:
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 mobile devices.
- 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 message. No more copy/paste.
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.