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
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’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
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
MeridianLink Verifications Come to Floify, Plus a Refreshed Loan Pipeline and More!
You may have noticed that your Floify loan pipeline has a different look and feel to it than what you were experiencing just a week ago. Good news! You’re not seeing things! In continuing our efforts to build a mobile responsive system, the loan pipeline has been rebuilt with a fully mobile-responsive user interface. Modern design elements and transitions were … Read More
Top Mortgage CRM Software Review
Industry-specific Mortgage CRM Solutions Continue to Rule the Day Last Updated 2018/9/21 A high-quality mortgage CRM is a critical piece of software for a loan officer and their team. It keeps their prospects, customers, referral partners, and other contacts all organized in a central location. Arguably more important than the system itself is the fit with your office workflow and … Read More
Create the Ultimate Borrower Experience by Embedding Floify in your Website
DISCLAIMER: THE TECHNIQUE DESCRIBED BELOW IS CONSIDERED ADVANCED, AND SHOULD ONLY BE IMPLEMENTED BY A QUALIFIED WEB DEVELOPER. FLOIFY DOES NOT OFFER SUPPORT FOR EXTERNAL EMBEDDING. Out of the box, every Floify team is given a branded and unique subdomain where their point-of-sale and 1003 loan application lives on the web. When your clients receive their first welcoming ‘needs list’ … Read More