RELEASE: Floify Joins with Equifax to Expand Features and Functionality of their Next-Generation Mortgage Point-of-Sale Solution

BOULDER, COLO. – December 06, 2018 – Floify, the mortgage industry’s leading point-of-sale solution, announced today it is joining forces with global information solutions company, Equifax. This partnership integrates the power of the Equifax Trended Credit*Hi-Lite™ and The Work Number®, which enables eligibility for Day 1 Certainty® from Fannie Mae, with Floify’s flexible and feature-packed mortgage automation solution. Loan originators (LOs) can … Read More

New Loan App Notification, VOA Integration, and more!

In continuing our dedication to innovation throughout the entire mortgage origination process, we recently launched several enhancements to the Floify platform. This recent round of updates has a little something for everyone, including an oft-requested loan application notification, new Day 1 Certainty-approved VOA provider integration, compliance controls, and more! Loan Application Started Notifications Thanks to popular demand, we’ve just rolled … Read More

Credit Reporting Agencies for Mortgage Originators

mortgage credit reporting agencies for originators loan officers

In the retail loan origination industry, everybody knows the importance of a long, positive credit history. Most loan products require it, underwriters look for it, borrowers need to have it, and loan originators use it as a method to qualify their applicants prior to ever submitting the URLA. After obtaining an authorization to pull credit from the applicant, many originators … Read More

How to Generate More Mortgage Leads from Referral Partners

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 go about acquiring new referring partners, as well as the steps they take to activate those relationships in order to generate … Read More

Case Study: Alex McFadyen and The Mortgage Pug

alex mcfadyen mortgage pug

We recently sat down with British Columbia-based mortgage advisor and founder of The MortgagePug, Alex McFadyen, to discover how his passion for the mortgage industry and investment in emerging technology are making the lending process better than ever for his borrowers. McFadyen, who believes a good experience does not end when a mortgage is funded but continues on through support, … Read More

New and Updated Integrations: CBC Innovis, LendingQB, UberWriter, TWN

floify mortgage software update

Floify’s robust suite of integration offerings is one of the many features that have helped our solution differentiate from other mortgage point-of-sale systems on the market. Over the years we’ve added more than two dozen native and third-party integrations with credit reporting agencies, verification services, eSignature providers, cloud storage platforms, LOS systems, and much more. Today we are excited to … Read More

Social Media Marketing for Loan Officers

In 2018, having a social media marketing strategy is a must-have component for every loan officer, whether they are growth-minded or simply wanting to maintain and strengthen existing relationships. Just a few years ago not everybody would have considered social media to be such an important piece of their business. So why is social media marketing now so important for … Read More

Accelerate Your Lending with Floify’s Integrated Verification Services

direct source asset verification income verification employment verification credit reporting mortgage

Ever since Quicken Loans rolled out their Rocket Mortgage product, the mortgage industry has been playing catch-up. Potential borrowers watched advertisements touting direct-source verifications that allowed them to provide instant access to the information the lender needed – without having to source the docs themselves. This type of instant gratification and service expectation is ingrained in today’s tech-driven society. If … Read More

The Loan Officer Technology Stack

Do You Have All of the Software Components of a Modern Mortgage Office? Today’s modern loan officer relies upon a number of technologies in order to maintain a smooth end-to-end production environment, from prospecting to post-close campaigns. These systems provide a wide spectrum of services to lenders and originators, allowing them to stay organized, maintain their pipeline, and access cost-saving … Read More

Key Performance Metrics for Loan Originators and Mortgage Brokers

Leverage Indicators to Make Data Driven Business Decisions If you speak with enough high-powered loan originators, you will uncover a thread of belief that is universal to all in the highest reaches of the industry. They have always believed in and thrived because of the idea that they own and operate their own business. In fact, they ARE their own … Read More