Add New Third Parties to Your Milestone Updates On-the-Fly

quickly add third parties to your loan milestone updates hero

A recent update introduced a new, quick way for loan originators to add third parties to their milestone updates — without having to first add the contact to the global address book in Floify. In addition, a third party that is manually added via the milestone update modal does not receive an invitation to participate in the loan flow, or … Read More

Floify Now Compliant with Americans with Disabilities Act (ADA) for Mortgage Borrowers

floify ada compliance

Floify is excited to announce that after a massive development push, our system’s borrower-facing mobile and desktop views are compliant with the Americans with Disabilities Act’s (ADA) Web Content Accessibility Guidelines (WCAG) 2.1 AA standard. Now, clients who are blind or have visual or hearing impairments have full and equal access to the Floify system, even if they rely upon … Read More

Partners Credit joins Floify’s Growing Library of App Integrations

floify new credit reporting app integration

The newest addition to Floify’s app integration library, Partners Credit, puts the power of seamless document management into the hands of loan originators who utilize Partners Credit as their credit reporting agency of choice, and Floify as their mortgage point-of-sale solution. Seamless One-off Credit Reports Through the Partners Credit app integration, originators and their team members will be able to … Read More

5 Step Guide to Delivering an Amazing Mortgage Experience

creating a positive borrowing experience

The overwhelming trend of the last few years in the mortgage industry has been a monster push to implement and integrate modern technologies that help streamline workflows, reduce paper-based processes, and create a more efficient environment for lenders and borrowers. But with more lenders getting up-and-running with their mortgage tech, attention is turning towards the overall borrowing experience and how … Read More

Create a Dynamic Entry Point for Your Digital Borrowing Experience with Floify’s Redesigned Landing Pages

Floify’s redesigned landing pages are PACKED full of dynamic new features that will help loan originators create an outstanding first impression, and better engage with their prospects, clients, and referral partners! Starting with a foundation of the modern, mobile-responsive design that LOs and borrowers have become familiar with, we’ve added brand new functionality like mortgage calculators, a simplified lead generation … Read More

Convert a Partial 1003 into a Live Loan Flow When Borrowers Get Stuck – And Get a Valid FNMA 3.2 Data File to Work With

floify 1003 loan application force incomplete hero

Floify now provides the option to convert a partial, in-progress, loan application into a live loan flow – complete with a valid FNMA 3.2 data file! No more frustrating stops-and-starts! Now, LOs can continue to work through the initial stages of the mortgage origination process with their clients without getting hung up on the loan application in Floify AND they … Read More

Simplify Bank Statement Gathering with an Improved AccountChek™ Workflow

floify accountchek bank statement upgrade

Floify’s integration with VOA provider AccountChek™ by FormFree just became much more powerful! AccountChek’s Day 1 Certainty™-approved asset verification service eliminates the hassle of collecting paper statements from borrowers by using data sourced directly from financial institutions to securely analyze and verify assets in minutes. A recent round of updates to our integration has brought significant improvements to the borrower’s … Read More

Create a Single-Access Mortgage Experience Your Borrowers Will Love

frustrated mortgage borrower

Modern digital systems have become integral in organizing and providing transparency into complex aspects of everyday life. You may do your general banking with one institution, invest with several others, and have a loan with someone else, but by using a platform like ‘Mint.com’ or ‘You Need a Budget’ a person can see everything in one place and better understand … Read More

Why You Should Be Sending Text Message Updates, and How To Do It In Floify

floify sms text message notifications and updates

Do you use short message service (SMS), better known as text messaging, to boost transparency and keep your clients and partners fully informed throughout the loan origination process? If not, you may want to reconsider after learning that text messages have a 98% open/read rate. That’s nearly four times more than the average email! Nothing slows down a loan more … Read More

How to Increase the Success Rate of Mortage Software Adoption

mortgage software system adoption plan strategy

There has been a technological movement happening on the origination side of the mortgage industry for a few years now. New, powerful mortgage software systems are allowing lenders to become leaner with their operations, optimize their borrower’s experience, and put forth a more efficient process that gets people into homes quicker with less hassle. Today’s mortgage industry workforce has never … Read More