3 Ways the Digital Point-of-Sale is Helping Originators Win the Refi Boom

With interest rates recently hitting a 50-year low, mortgage applications increased so much that the MBA doubled their projection for refinance originations. The volume of applications has staggered the mortgage industry. Some lenders are increasing their rates as a counterbalance to the avalanche in demand. We’ve been hearing from loan originators every day that are buried by refinance business. Where … Read More

Customize Landing Page Elements with Floify’s Visual Editor

floify's visual landing page editor in action

For many Floify customers, the platform’s branded landing pages function as the first digital impression their borrowers will receive when beginning the mortgage process, or simply logging in to their secure portal. A high-quality image of the LO greets them, as well as the mortgage company’s logo, name, and relevant information – ensuring that the borrower instantly knows they’re in … Read More

The Best of Floify’s 2019

floify 2019 year in review

It was an eventful year in the mortgage industry! From historically low interest rates and record-high equity to the long-awaited URLA guidance, 2019 offered plenty of opportunities for success – while also keeping everyone on their toes. For our part, Floify reached some incredible milestones, launched a number of new integrations, developed many new features, and even took home some … Read More

The Simple Sales Tactics That Win Deals

boost sales and win deals with responsiveness and lead nurturing

If it’s been said once, it’s been said a thousand times: mortgage lending is a relationship business. But what originators don’t mention is how to master the early stages of the relationship-building process in order to win the business of a prospect that is likely also inquiring about a loan with your competition as well. Because unless the LO already … Read More

Design, Update, Mandate, Delay: What Is Going on with the Redesigned URLA?

URLA redesign timeline and expectations

In 2016, the GSEs Fannie Mae and Freddie Mac unveiled a redesigned version of the uniform residential loan application, marking the first changes to the form in nearly 20 years. The update was intended to modernize the form with a new layout designed to support the efficient and accurate collection of information and data and to help the industry identify … Read More

Adapting Loan Workflows To Serve Diverse Communities

adapting loan workflows

In order to maximize loan production efficiency, and gain all of the benefits associated, a loan originator and their team must develop and hone their workflow, polishing away blockers and rough patches until what remains resembles the well-oiled machine that was sought. But what happens to that carefully planned workflow when variables are changed? A loan originator that is not … Read More

Why Originators Should Prioritize Mortgage Loan Profitability

mortgage profitability

The mortgage industry has long had a fixation with loan volume and total units as the definitive measuring stick of lending success. Every year there are various rankings published that all utilize these metrics to determine where lenders and originators should fall on the list. But while market share is important, at the end of the day all of these … Read More

Automating Conditions and Needs List Creation in Floify

automated business rules document requests

There 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 their 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 helps LOs gain all of these benefits is … Read More