Get the most out of your floify

Get the most out of your floify Floify comes with a nice set of defaults, but much of the system can be customized Did you know that ALL of the emails that floify sends to your borrowers and referral partners can be customized?  How about the milestones? Quick packs? Some of these features require a trained hand. Thinking about making changes? Let …

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

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. Floify contains a large number of compliance-oriented …

How a loan officer’s focus on communication reinforces referral relationships

How a loan officer’s focus on communication reinforces referral relationships Top Producer’s team keeps files moving forward, so he can bring in new business Don Owens, of Hamilton Group Funding, has a great motto for his mortgage branch: Why close on time… when you can close early. We recently spoke with Don to get some insight into how his team keeps …