Build Momentum with Prospects by Automating Early Origination ProcessesThe Floify platform excels at helping loan originators engage and build momentum with their prospects by delivering elegant automation during the early stages of the loan origination process. With Floify, simple yet momentum-killing tasks like ordering a credit report or determining what documentation will need to be provided can be completed instantly, …

Automating Document Needs List Creation in FloifyThere are a number of great reasons loan originators augment their workflow with automation. It drives higher efficiency, reduces or eliminates errors and omissions, and can allow borrowers to enjoy a loan process that moves as fast as they do. One area of the origination process that Floify’s mortgage automation engine can help LOs …

4 Hidden Benefits of an Exceptional Mortage Borrowing Experience When mortgage professionals examine the cost-benefits of updating their loan process and borrower experience with new digital technologies, the conversation tends to revolve around efficiency and the value that can be realized by shortening the loan cycle and boosting support staff productivity. But sometimes, having such a limited scope on a …

Add An Extra Layer of Security to Your Floify Account with 2-Step VerificationLenders, loan originators, and their teams can now add an additional layer of security to their Floify account by activating 2-step verification. When 2-step verification is active, users will be required to enter two separate pieces of information in order to log in to Floify: their account’s password …

Track New Reporting & Analytics Metrics, Plus More, in Our Latest ReleaseA fresh Floify release is here and there’s lots of awesome new functionality available for users! Check out the highlights below and be sure to head over to the Floify Help Center to read the full release notes.More Ways to Analyze Your Loan DataNew metrics have been added to …

How Originators Can Measure and Improve Mortgage Pull-Through RateWhat is Mortgage Pull-Through Rate?Mortgage pull-through rate provides a loan originator with a high-level view of the overall health of their mortgage process. It’s a foundational metric meant to generally assess workflow efficiency, the quality of submitted applications, the level of customer service being provided, interest rate competitiveness, and how ideal the …

Creative Strategies to Generate New Business Opportunities in a Purchase MarketLast year’s record low interest rates helped whip up a frenzy of refinance activity as homeowners scrambled to lock in the savings on their monthly mortgage payment. But as the refi boom has ebbed – there’s only so many homes to be refinanced – loan originators now find themselves operating …

Convert More Applications to Loans with Floify & Surefire CRMTo truly win more deals from the competition AND get those deals across the finish line, a loan originator has to have a well developed digital process in place to engage and educate prospects at all times of day or night. And, by combining Floify’s POS with Top of Mind’s Surefire …

Multiple Milestone Sets, Bulk Actions, and More Now Available in FloifyFloify just released a massive collection of new functionality designed to enhance and speed up workflows as well as improve upon the experience lenders deliver to their borrowers. Check out some of the highlights below!Different Loans, Different MilestonesFloify’s latest offering empowers loan originators to ensure their milestone updates are in …