Streamline Your Mortgage Office

Powerful Update to Floify Deadline Reminder Scheduling, and More

floify product update banner

Quietly one of the most powerful borrower-facing features of Floify, the platform’s automated deadline reminders work behind the scenes to keep borrowers accountable and on-task with their documentation requirements. To make this functionality even better, we just gave your deadlines a huge boost in customizability. Check out the the bevy of brand-new scheduling options that […]

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3 Ways to Make Your Referring Relationships a Two-Way Street

It is a reality of today’s home buying environment that the majority of potential borrowers will begin their journey by first engaging with a real estate agent. Chicken before the egg? And yet, this is the way most financed real estate transactions begin, whether or not the borrower has any idea what type or how […]

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How Loan Officers Use Floify to Improve Referral Relationships

floify mortgage loan officer referral partner real estate agent relationship

As you very well know, success as a loan originator depends on your ability to acquire or generate high-quality mortgage leads. There are a number of ways to accomplish this goal, from turning your website into a lead-gen machine to leveraging advertising platforms like Zillow and Trulia. But to truly push for the upper levels […]

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Floify’s Refreshed Mobile Borrower Experience and Other Updates

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As part of our commitment to providing your borrowers with an easy-to-use, responsive, and fully functional mobile experience, Floify has recently undergone a massive facelift of the borrower’s mobile user interface. Imagine you are a borrower. Your loan officer starts a loan flow for you in Floify, includes relevant document requests, and checks the box […]

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Mortgage Point-of-Sale? the What and the Why

mortgage point-of-sale point of sale

The mortgage industry has been rapidly moving to adopt technology systems that allow lenders to increase efficiency and thus reduce the overall cost to originate a loan – all while offering homebuyers a more streamlined, transparent, and technologically-enabled process by which to secure a loan. With this adoption has also come more definition. Where in […]

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Unveiling Floify’s Most Recent Product Updates

floify product update banner

With the conclusion of a busy holiday season, it may have gone unnoticed all of the great enhancements that have been made to the Floify mortgage automation platform recently. Between usability and productivity updates, and new powerful apps and integrations with industry powerhouses, loan originators and their teams will find that there are a number […]

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Floify is Pushing the Integration Envelope to New Boundaries

For a long time now, we have known that in order for Floify customers to lead the mortgage industry in efficiency and productivity, we would need to build a platform that promotes integration and seamless communication between multiple mortgage software systems. To accomplish this goal, we struck out with a multi-pronged plan. First, we would […]

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How LOs Use Custom Fields and Layouts to Quickly Assess Their Pipeline

floify custom fields loan pipeline melanie taliaferro

Floify’s custom fields, layouts, and business rules give originators and their teams a nearly infinite number of ways to store and access their data. This has naturally prompted some questions about exactly how mortgage professionals can use these features in meaningful ways. An example use-case comes to us from Melanie Taliaferro, Director of Training and […]

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ScoreReturn’s Credit Restoration Solution Joins the Floify App Store

scorereturn floify credit restoration

The Floify App Store, home to integrated 3rd party services, continues to grow with the addition of ScoreReturn’s credit restoration app. Using the ScoreReturn app, LOs can quickly initiate the restoration process for borrowers lacking the credit profile necessary to make their dream of homeownership a reality. Once the process has begun, ScoreReturn provides: Free […]

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Homepage Search Engine Optimization for Loan Officers

seo search engine optimization loan originators officers

This post is partially excerpted from Floify’s upcoming eBook: Digital Mortgage Strategies for Loan Officers Search Engine Optimization. We know what you’re thinking: “Sounds scary.” Yes, to fully grasp what search engines like Google and Bing! want to see from you would require a doctoral thesis (which would be immediately outdated). The complex algorithms used […]

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Introducing the Next Big Thing: Custom Fields, Layouts, and Business Rules

Just this week, we rolled out one of the most exciting and powerful feature updates to Floify in our history. The introduction of custom fields, custom layouts, business rules, and customizable dashboards will allow Floify Business customers to craft unique, dynamic data inputs that can then be used in a number of awesome ways for […]

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Borrowers Can Purchase Homeowners Insurance Without Leaving Floify

The newest addition to the Floify App Store is going to make the purchase of homeowners insurance much easier on your borrowers, and get your processors the EOI they need even faster. With the Hippo Insurance App, loan officers can initiate a homeowners insurance quote from multiple carriers, and drop it in the borrower’s red […]

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Fill Your Loan Pipeline by Re-Engaging past Clients

engage past mortgage clients

To grow a business organically it is imperative to leverage all of the resources available to you. Your past mortgage clients are one of the best growth channels you will ever have at your disposal. Not only can any of them refer you new business, but every year a segment of your past clients will […]

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Why Loan Officers Should Invest in Their Mortgage Brand

loan officer mortgage brand

We all intuitively know the power of a strong brand. It’s the reason we order a Coke and not a cola, or buy Kleenex and Band-aids, but not facial tissues and adhesive bandages. Those are category-defining unicorn brands. You don’t need to be one of those companies to have a strong mortgage brand that works […]

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Announcing the Floify Audit Log, Mobile App Improvements, and Webhook Integrations

We’ve been growing by leaps and bounds lately – thanks to the valuable feedback we have received from mortgage professionals like you. Over the last few months, we rolled out dozens of exciting updates, apps, and integrations to help make Floify even better. And now we are excited to share these enhancements with you, which […]

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Why Every Loan Officer Should Strive for the Perfect Loan File

loan file handoff to underwriter

Before the economic recession of 2008 the average cost to originate a loan came in at roughly $5,985. Flash forward to Q1 of this year and the same cost to originate a loan had skyrocketed to a historic high of $8,887. In a bit of good news, Q2 showed production costs settling back down to […]

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How Your Method of Contact Affects Borrower Satisfaction

loan officer updating borrowers with email and phone

Last October, the STRATMOR Group’s Insights Report contained a focus section exploring how borrower satisfaction is impacted by the way LOs communicate with them. The survey results confirmed what we’ve all known for a while now. Communication matters. Significantly. Another important factor that affects borrower satisfaction is the method originators use to communicate with their […]

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4 Old-Fashioned Ways Loan Officers Turn Borrowers into Fans

loan officer handwritten note letter

Today’s digital environment has spawned the movement towards a heavily process-driven sales model. This works to lower origination costs and speed up the home buying process, both of which are coveted outcomes for borrowers, but it also leaves something to be desired on the human side of the transaction. Loan officers are constantly looking for […]

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How Millennials Will Determine the Future of the Mortgage Process

millenial mortgage homebuyer

Everyone has seen the statistic: the Millennial generation now represents the largest share of potential homebuyers. This is true. Millennials passed Baby Boomers a few years ago, and now account for 34% of potential homebuyers, versus a 30% share for Baby Boomers. The gap widens every year. Contrary to the conventional wisdom that Millennials aren’t […]

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How to Drive Profitable Change with Net Promoter Score

mortgage customer satisfaction

As a sales professional, it is incredibly important to understand how your customers feel about their experience working with you. Bold claim, we know. But it’s true: asking for feedback creates new opportunities to engage your customers and strengthen your business. Start collecting actionable feedback and assessing your customer experience by using a widely accepted […]

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7 Key Performance Metrics for Loan Officer Workflow

loan officer metrics kpi key performance indicators

Without data to inform decisions, determining what elements of your business are contributing positively to your bottom-line, and which ones need to be honed, would be like cleaning your house in the dark. It’s not impossible, but you need to get lucky. There is a saying amongst analytically driven business people: “what gets measured, gets […]

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4 Ways Loan Officers Can Use Video To Create Dynamic Relationships

loan officer video marketing

As the digital landscape continues to evolve, video has quickly become the primary type of content that people are choosing to consume. There are good reasons for this. Video is quick (the best videos are under 2 minutes), and research has shown that viewers retain 95% of a message when they watch it, compared to […]

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5 Time Management Tips for Loan Officers

loan officer time management

Successfully growing a mortgage business often boils down to how effective a loan officer is at managing time. There are really only three ways for a loan officer to grow their business: Obtain more clients. Close more transactions. Increase revenue per transaction. All of these avenues for growth require LOs to be actively selling. Not […]

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You’ve Earned Your Mortgage License, Now What?

mortgage license

There are books, online courses, and plenty of in-person instruction to help you earn your mortgage license. It’s a very linear path with well defined milestones and an obvious conclusion. The difficulty truly begins once the structure disappears and you’re left to sink-or-swim on your own in the mortgage industry, where building a prosperous business […]

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Mortgage Leads – Part 3: Referrals and Competitive Differentiation

mortgage leads competitive differentiation

Having a diverse web of sources to generate new mortgage leads is critical to growing business for all but the most accomplished of MLOs. Yes, the most consistently profitable way for a loan officer to fill their pipeline is to develop partnerships with the top real estate agents and builders in their area that consistently […]

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Mortgage Leads – Part 2: Driving High-Quality Traffic

mortgage leads website traffic

The average website converts a small percentage of traffic to qualified mortgage leads, which makes it all the more important to first optimize your website for conversions. Once you have taken those steps, it is time to start pulling the levers that bring traffic to your site. It is important to remember that there is […]

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Mortgage Leads – Part 1: Building the Foundation for Conversion

mortgage leads

Consistently generating enough mortgage leads every month to keep a pipeline full is one of the most difficult aspects of the mortgage industry for loan officers. The reality of the matter is that the vast majority of LOs would tell you they have capacity to work MANY more leads than they are getting. The most […]

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How to Calculate the ROI of Your Mortgage Software

mortgage software return on investment roi

When loan originators put time and money into implementing changes to their workflow, they are expecting there will be an improvement in one area or another. Being able to calculate the positive or negative return you are getting on your mortgage software investment is critical to understanding which systems are actually helping your business, and […]

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The Digital Mortgage of Today and Tomorrow

digital mortgage

Today, borrowers live in a connected world where a pizza ordered from Dominos is tracked in every stage from ordering to delivery, and they’ve come to expect the same from their business interactions. This culture shift has created an expectation amongst consumers that the mortgage industry needs to embrace an end-to-end digital mortgage. What is […]

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Eliminating Mortgage Fraud with Direct Source Data Integrations

mortgage fraud automated validation

In CoreLogic’s 2016 annual mortgage fraud report, they found that the risk for borrower income fraud increased 12.5% year-over year and the risk of mortgage application fraud also increased 3.9% in the same time period. While mortgage fraud can come in many forms and can be perpetuated by any party involved in the transaction, these […]

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LenderHomePage integration and new notes feature integrates Floify platform has fully integrated the Floify platform into the services they provide for loan officers and lenders. specializes in mortgage websites, mortgage calculator mobile apps, landing pages and web-based marketing services. Working hand-in-hand with a company that selected Floify as their mortgage automation platform, was able to not […]

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Why You Should Be Listening to a Mortgage Podcast

mortgage podcast ilmb

Leveraging peers, mentors, and coaches is widely considered to be the fastest way to learn and grow in the mortgage industry, but it’s not always easy to find a willing mentor or to afford a good coach when you’re just starting out in the business. This is when a good mortgage podcast can be an […]

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Mortgage Automation Platform, Floify, Adds Jungo App to App Store Library

loan officer mortgage technology software

BOULDER, Colo., May 25th, 2017 Floify, the leading provider of mortgage automation software for loan originators, announces the addition of a Jungo CRM app to its Floify App Store. Floify’s App Store lets 3rd party developers build their own apps and offer services with visual representation within the Floify user interface. Built by Razor IT, […]

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How Top Mortgage Tech Providers Win With Partnerships

enterprise mortgage software integration

Customers Prefer Providers that Prioritize Integration When scanning the enterprise mortgage technology space, it is apparent that the companies who have risen to the top are those that have promoted the integration of complementary services. With so much mortgage software available now, lending teams are hungry for platforms that value these integrations, and provide open […]

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Mortgage Automation Platform, Floify, Launches Disclosure Desk, Streamlining Disclosure Workflow For Lenders

streamline mortgage disclosures

BOULDER, Colo., May 11th, 2017 — Mortgage Automation Software provider, Floify, announced the launch of their new Disclosure Desk, which allows lenders and compliance teams to streamline the entire disclosure process from within their Floify account. Floify launched Disclosure Desk in response to overwhelming demand from lenders for a more efficient and accountable way to […]

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Has the Mortgage Industry Adjusted to TRID?

trid mortgage disclosures regulation

The road to a successful TRID rollout has been full of starts and stops over the last year-and-a-half. Concerns remain, but there have been improvements to the mortgage origination process that have come as a response to the new rule and the industry can expect a continued focus on enhancing the mortgage disclosure process. The […]

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Mortgage Automation Platform, Floify, Launches App Store, Giving Loan Officers Access to Library of 3rd Party Mortgage Apps

floify mortgage automation app store

BOULDER, Colo., April 27th, 2017 —Floify, the leading provider of mortgage automation software, announces the launch of the Floify App Store, which allows other industry providers to build complementary apps that offer their branded data and functionality visually within the Floify platform. Floify’s 150,000 registered users already have access to Floify-built integrations with loan origination […]

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The Future of Mortgage Technology (White Paper)

Floify, the leading provider of mortgage automation software has teamed with mortgage industry veteran, Rob Chrisman, to develop a white paper in response to feedback from loan officers who were asking how they could better prepare their teams for the “year of mortgage tech”. As the mortgage process becomes more streamlined, loan officers place increasing […]

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What is Mortgage Software?

mortgage software

Mortgage software consists of computer programs, both cloud and on-premise, designed to replace traditionally manual operations that were historically handled by individuals during the origination or servicing of mortgages. When it comes to origination, mortgage software comes in a variety of packages depending on the functionality desired. There is software that is specifically designed to […]

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Now Available: Loan Officer Recruitment and Retention Study

loan officer recruiting factors

Floify announced the results of an industry-wide study on loan officer recruitment and retention. The study solicited over 13,000 mortgage originators, specifically loan officers, branch managers, and area sales managers. The analysis focused on loan originators with an annual loan volume of $21 million or more in order to distinguish the needs and priorities of […]

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Floify Launches Mortgage Automation Mobile App for Apple and Android Devices

mobile mortgage app loan officers

Floify, the leading provider of mortgage automation software, announces the release of its mobile mortgage app, which allows loan officers, real estate agents and borrowers to manage the loan process from any mobile device. Floify, the leading provider of mortgage automation software, announces the release of its mobile mortgage app, which allows loan officers, real […]

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The Path To $100M in Loan Volume (white paper)

white paper path to 100 million loan volume mortgage

Floify, the leading provider of mortgage automation software has teamed with mortgage industry experts to develop a white paper that teaches loan officers and branch managers the step-by-step path to growing annual loan volumes to $100M. Top-performers and industry coaches Lisa Wells and Andy Zemon, who drive a combined $120m in annual loan volume, will […]

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Floify releases mobile mortgage app as borrowers seek more channels to engage

mobile mortgage app technology floify

Loan officers now have flexible options for working with mortgage borrowers who are on the go The upward trend in consumer’s mobile usage is not subsiding anytime soon. As of a 2015 Pew Research Center study, 68% of adults in the US owned a smartphone (up from just 35% in 2011). Furthermore, the usage of mobile […]

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The Loan Officer Technology Stack

loan officer mortgage technology software

The Loan Officer Software Stack is Largest in Housing In a high producing mortgage environment, loan officer software needs can be broken down into three essential functions: lead generation, borrower/partner experience, and business operations. In order to cover all these areas, lender’s need to acquire a large “stack” of mortgage tech to implement into their […]

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Rob Chrisman and Floify Present “Future of Mortgage Technology” Webinar

rob chrisman future mortgage technology webinar

Industry Veteran, Rob Chrisman, and Mortgage Automation Platform, Floify, Help Loan Officers Prepare For Year Of Mortgage Technology Integrations Floify, the leading provider of mortgage automation software, and mortgage industry veteran, Rob Chrisman, host “The Future of Mortgage Technology” webinar on March 23rd, 2017 from 1:00-2:00pm ET. All registrants will receive a recording after the […]

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3 Problems Caused When Mortgage Software Systems Don’t Talk to Each Other

mortgage software systems technology integration

Steer clear of these unintended, and completely avoidable, issues with your mortgage tech Over the last couple of years there has been a surge in mortgage software systems coming to market, including CRM’s, LOS’, eSignature, cloud storage, marketing automation, and others all designed to help a loan officer and their team become more organized and […]

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Floify Named One of 2017’s Most Innovative Companies

mortgage tech innovation

We are excited to announce that today, Floify’s mortgage automation platform was named one of 2017’s most innovative platforms, awarded by HousingWire’s TECH100. “The companies that make up the 2017 HW TECH100™ are the cream of the crop of the entire housing industry, from real estate to mortgage lending, servicing, and investment,” said HousingWire Senior […]

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6 Ways Loan Management Software Improves the Mortgage Process

loan management software

In every industry, finding ways to be more efficient is critical to increasing output. In the mortgage industry, spending less time gathering and processing documents and communicating updates to your team and to your clients can dramatically increase the amount of loans you can service. Below, we outline 6 ways Floify loan management software can […]

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5 Essential Features of Cloud Mortgage Software

mortgage software comparison

At Floify, we are dedicated to providing the best cloud mortgage software possible to mortgage lenders across the United States. If you are a mortgage lender who is looking for a platform to streamline the mortgage approval process, here are the 5 essential features you’ll need. Document Portal Managing just one mortgage can take hundreds […]

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Grow Your Mortgage Business by Focusing on the Right Questions

grow your mortgage business focus control loan officer

Re-direct energy into controllable actions One of the biggest keys to success for any business professional, but particularly for loan officers, is how to effectively manage your mental bandwidth. Spend less time and energy worrying or contemplating items that are out of your control, and divert that energy into the top, most-influential, items that will […]

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Nation’s Top-Performing Loan Officers Host Webinar On How to Grow Loan Origination Business to $100M

path to 100m loan volume webinar

Powerhouse panel breaks down the key steps to reaching $100M milestone in annual loan volume BOULDER, Colo., January 10th, 2017 —Floify, the leading provider of mortgage automation software, is teaming with mortgage industry experts to host a webinar that teaches loan officers and branch managers the step-by-step path to growing annual loan volumes to $100M. […]

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Floify Enhances the eConsent and Auth to Pull Credit

econsent esignature edisclosure

Floify has recently rolled-out new features designed to automate the eConsent and Authorization to Pull Credit process for our customers. These product updates were built in response to the surge in lenders and borrowers who are now conducting business electronically and needed a better and faster way to collect these authorizations. Consent to conduct business […]

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The Path to $100M in Loan Volume (Webinar)

The largest predictor of LO success is how well a team understands the growth impact of skill sets, leadership, culture, and systems, their order of importance, and when to focus on each. High loan volume is achievable by anyone willing to learn the methods for harnessing those impacts. Join us for a powerhouse panel on […]

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The Growing Importance of Having a Mobile-Friendly Platform

mobile smartphone fintech

Usage of mobile-friendly banking and financial tech continues to increase At the time of a 2015 study by the Pew Research Center, 68% of adults in the US owned a smartphone. This figure was a steep rise from the 35% of adults that had a smartphone in 2011, just four years earlier. Tablet computer ownership […]

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How Does Asset Verification From AccountChek™ by FormFree Work?

mortgage automated asset verification accountchek formfree

Since we announced our partnership with AccountChek™ by FormFree, many people have asked us, “how does AccountChek™ asset verification actually work?” Fortunately, the secure, direct-source verification process is simple and straightforward to use for both lenders and borrowers. What steps do the lender and borrower have to take? As a lender, there are only a […]

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Floify and FormFree Partner To Deliver Secure Automated Asset Verification to Mortgage Industry

floify formfree accountchek automated asset verification

Partnership protects and improves the security of financial data shared between lenders and borrowers BOULDER, Colo., Dec. 14, 2016 —Floify and FormFree today announced a partnership that integrates FormFree’s AccountChek™ asset verification solution with Floify’s mortgage automation technology platform. The partnership enables Floify’s lenders to request, analyze and certify a borrower’s financial data directly from […]

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What If Fannie and Freddie Do Get Privatized Again?

privatizing fannie freddie GSE

Steve Mnuchin, President-elect Trump’s Treasury nominee, caused quite a stir recently when he said in an interview that privatizing the government-sponsored entities Fannie Mae and Freddie Mac would be “on the top-10 list of things” that the administration would seek to get done. By the end of trading that day, the shares of both Fannie […]

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How Secure Is Your Loan Management Strategy?

loan management software security

If you were really paying attention during this recent election cycle, one thing was made abundantly clear: email is NOT a safe way to communicate delicate information. Whether it was Hillary Clinton’s private email server vulnerability or the DNC hack, it was made obvious to all that no matter who you are, if a motivated […]

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The next generation of borrowers will demand a digital mortgage experience

digital mortgage experience millennial

There is a shift underway in the mortgage industry towards the adoption of technologies that give borrowers a digital mortgage experience and that create efficiencies and cost savings in loan production for lenders. This shift was a central theme at the Mortgage Bankers Association’s annual conference last month as speakers and panelists noted the mortgage […]

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What Do Top Loan Officers Look for in a Mortgage Company?

loan officer recruitment retention study

The greatest differentiator between mortgage companies is how well they recruit and retain superior talent. Research from the STRATMOR Group has shown that the top 20% of loan officers account for 57% of total loan volume, with the top 40% of originators bringing in 80% of total loan volume. A purchase-oriented environment is where top […]

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Fannie and Freddie adding automated validation tools to AUS systems

automated validation income assets employment

GSE’s integrating income and asset validation to help reduce origination costs The mortgage industry was set abuzz on Monday when the GSEs Fannie Mae and Freddie Mac both announced sweeping changes to their automated underwriting systems, including an automated appraisal valuation tool. Somewhat of an undercard to the appraisal news was the news that Fannie […]

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Top Mortgage CRM Software Review

top mortgage crm software

Mortgage industry-specific solutions now the norm A good mortgage CRM is a critical piece of software for a loan officer and their teams. It keeps their prospects, customers, referral partners, and other contacts all organized in a central location. Having a system that fits your needs and process can be a huge benefit, and today […]

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Floify’s Lastest Product Release Automates the Collection and Verification of Borrower Documents

automated income verification

Floify enhances mortgage process for loan officers and homebuyers with automated verification of incomes and assets Floify, a leading mortgage automation technology platform, announced the release of new automated verification features that accelerate the time-consuming and manual mortgage process of collecting and verifying borrower loan documents. Floify’s automated asset verification feature allows borrowers to securely […]

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How does trended credit data affect the mortgage industry?

trended credit history

How does trended credit history impact the mortgage lending industry? When Fannie Mae released Desktop Underwriter Version 10.0 on September 24, 2016, the automated underwriting system had a substantial change in risk assessment: the use of a borrower’s trended credit data. This is the first widespread use of a borrower’s trended credit history in the […]

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Automating the Mortgage Document Collection Process

mortgage document collection automation

Fast, pain-free mortgage document collection Streamlining the lending process by automating the mortgage document collection process is a technological breakthrough that more and more borrowers are looking for when they choose their lender. Nonbanks like Quicken Loans (Rocket Mortgage) have already begun capitalizing on the efficiencies and loan file accuracy that these automations provide. Even […]

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NAMB offering grants to start an independent mortgage brokerage

mortgage brokerage grant program

The National Association of Mortgage Brokers (NAMB) has rolled out a new KickStart program that will offer grants to loan originators who dream of opening their very own independent mortgage brokerage. The program’s first sponsor, United Wholesale Mortgage (UWM), provided a $500,000 grant of their own to get the program off the ground. Qualified loan […]

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The 3 most common complaints about the mortgage lending process

mortgage lending process complaints

Avoid these mortgage lending process issues to win repeat business and referrals We scoured the internet in a review of the most common complaints that are leveled at loan officers about the mortgage lending process. We looked at not just what borrowers had to say, but real estate agents as well. Why is this important? […]

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The right mortgage lending software improves borrower experience

mortgage lending software system

Avoid Negative Reviews, and Win More Referrals One thing that we know for sure is that bad software almost always leads to a frustrating experience for anyone that must use it. The opposite is true as well: choosing a mortgage lending software, or mortgage automation system, that presents a clean, streamlined, and intuitive front to […]

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How to build the team and mortgage process that will let you work less hours

improve mortgage process

Become happier, more productive, and more efficient Build a team and mortgage process with purpose so that you aren’t grinding yourself into dust, and you will find that production and efficiency (as well as happiness) increase dramatically. Whether you’re working longer hours, checking your email as soon as you get out of bed, skipping lunch, […]

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New stuff! Deadline notice timing, and edit doc name/description!

after selecting the edit icon you will be given the option to change the name and description of the document

As you probably know, we’re SUPER BUSY launching our automated asset verification feature, but in the meantime we’ve got some new usability improvements to show off. We’ve added more customization to some of the core functions of Floify, like adjusting the timing of the deadline notice. Edit document name and description Sometimes, when a borrower […]

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Lessons from Rocket Mortgage: create a hybrid mortgage machine

hybrid mortgage lending

The meteoric growth of Rocket Mortgage has demonstrated exactly what loan officers need to do to continue to be competitive in the marketplace of tomorrow. The answer? Adopt a hybrid mortgage lending process. A hybrid mortgage approach combines the traditional, relationship-heavy, lending techniques with modern technology aimed at enhancing and streamlining the process. Below, we’ll show you […]

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FNMA 1003 Loan Application Redesign – What You Need To Know

fnma 1003 urla loan

For the first time in more than 20 years, Fannie Mae and Freddie Mac (the GSEs) have redesigned the Uniform Residential Loan Application (URLA), also known as the 1003 loan application and the 65 loan application, respectively. The purpose behind the redesign is multifold. The GSEs’ stated main objectives were to: Update the URLA to […]

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Social media marketing for loan officers

Use these social media marketing tips as part of your overall marketing strategy Social media is no longer a phenomenon, it is now the norm. According to polling conducted by Pew Research Center, 72% of all adult internet users are on Facebook. The data also shows that social media isn’t just for young-folk anymore: Beyond the […]

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Floify’s API is open for mortgage tech developers

A little over a year ago, Floify Founder and CEO Dave Sims wrote an article for in which he described the lack of open developer APIs in the mortgage tech space. (Dave does a great job of explaining the nuances of open vs closed APIs and the issues at hand in the article.) What […]

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Speed up mortgage closing with eSignature

esignature mortgage closing

The CFPB has established that eClosings, or a mortgage closing that relies on technology, have tons of potential to improve the consumer experience. The beauty here is that there is also a lot of upside for process-oriented mortgage originators as well! You want to start incorporating elements of eClosing into your process, and you’ve got some […]

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How to Generate More Mortgage Leads from Referral Partners

generate mortgage leads

Referrals are the lifeblood of the mortgage originator. Having real estate agents and other trusted partners sending you mortgage leads is one of the best ways to keep your pipeline full. We’ve spoken with some big producers about how they connect with new referral partners, and how they go about reinforcing those relationships to generate more business […]

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3 ways to improve your mortgage website

With borrowers becoming more and more digitally inclined, a well designed mortgage website with easy-to-use tools and lead capture devices is an absolute must. After you’ve got those pieces in line, use these website tips to take your personal mortgage brand to the next level, build trust with your clients, and stand out from the […]

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New improvements to mortgage milestones!

One of the most popular features of the Floify platform is the automated status updates and mortgage milestones. This is a simple way to keep your borrowers, loan partners, and referral partners in-the-loop and informed with a couple clicks of your mouse. Now you have more flexibility when sending out your mortgage milestones email updates! TO […]

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Automated asset verification is coming to Floify

Wouldn’t it be great if there was a way to securely and easily get borrower bank statements, retirement accounts, and other documents straight from your borrowers’ financial institutions into Floify? That would be fantastic. It’s called automated asset verification, and we’re bringing it to Floify. Automated asset verification This is going to be AWESOME.  We’re […]

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Boost Your Referrals with Instant Pre-Approval Letters

We know that loan originators thrive on referrals from real estate agents and other partners, so we’ve created a way to bring those third parties closer to you! Now you can give your referral partners their own portal. Once there, they can track the progress of loans that you’ve invited them to, upload documents, and […]

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Master the Floify deadline reminder

Floify sends borrowers friendly reminders when they still owe docs After a set period of time, if your borrowers still have unfulfilled or pending document requests, Floify will send them a (customizable) friendly reminder to get you those docs. If borrowers continue to owe documents, Floify will send that reminder email every week thereafter. Along […]

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We’ve made our Encompass integration even better!

Floify can now search Encompass for matching loan files Many companies we work with on an Enterprise level use our Encompass integration to tie their mortgage LOS together with Floify. We’re working hard behind the scenes to make that integration even more powerful! The newest addition to the integration is the ability to search Encompass […]

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Customizing your needs-list email for max effectiveness

Needs-list email suggestions and samples For many of our customers, this automated email is the first introduction their borrower will get to the secure portal where they will be uploading their personal documentation. This email can be crucial in order to ensure a smooth, and quick, process. The big question: what exactly are we trying to accomplish […]

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More new features and improvements!

We’re constantly improving the Floify software to make it faster and provide a robust suite of features. Check out our latest improvements below! Integrations Google Drive: Similar to our Dropbox and Box integrations, this integration will let users upload collected docs from Floify directly into their Google Drive cloud storage. Usability Pagination: We’ve started paginating your Active […]

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New feature adds admin oversight, shared support, and team customizations

Company Dashboard goes live Business and Enterprise level companies with multiple teams/branches will gain further oversight, support, and customization benefits from our new Company Dashboard feature. Administrator Oversight: Company admins will now have the ability to oversee all manager accounts that fall under their company umbrella. Basic reporting functions will follow later this year. Unique Customizations: Individual LOs/Teams/Branches […]

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