Track New Reporting & Analytics Metrics, Plus More, in Our Latest Release

Track New Reporting & Analytics Metrics, Plus More, in Our Latest Release A 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 Data New metrics have …

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How Originators Can Measure and Improve Mortgage Pull-Through Rate

How Originators Can Measure and Improve Mortgage Pull-Through Rate What 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 …

alternative mortgage business generating strategies

Creative Strategies to Generate New Business Opportunities in a Purchase Market

Creative Strategies to Generate New Business Opportunities in a Purchase Market Last 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 …

floify surefire integration

Convert More Applications to Loans with Floify & Surefire CRM

Convert More Applications to Loans with Floify & Surefire CRM To 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 …

Multiple Milestone Sets, Bulk Actions, and More Now Available in Floify

Multiple Milestone Sets, Bulk Actions, and More Now Available in Floify Floify 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 Milestones Floify’s latest offering empowers loan originators to ensure their milestone …

new urla services

3 Ways We’re Helping You Prepare for the New URLA

3 Ways We’re Helping You Prepare for the New URLA It’s been nearly five years since Fannie Mae and Freddie Mac originally unveiled a redesigned version of the uniform residential loan application (URLA). After a number of modifications over the years, the mortgage industry is finally moving forward with the new form. Starting March 1, usage of the redesigned URLA …

Floify 2020 review

BIG Features and Integrations – The Tale of Floify’s 2020

BIG Features and Integrations – The Tale of Floify’s 2020 What… what actually just happened? The world is writing the final pages of the book of 2020 and for most people, it probably feels like they just got spit out of the latest Stephen King novel. But the story for the mortgage industry was more like an action-packed survival book, full …

Floify reporting and analytics dashboard

Get Valuable Insight Into Your Lending Operation with Floify’s New Reporting & Analytics Dashboard

Get Valuable Insight Into Your Lending Operation with Floify’s New Reporting & Analytics Dashboard Today’s most successful (and profitable) businesses are those that use their internal data to quickly identify and implement tactical process improvements. And, now, we are making it easier than ever for mortgage lenders to access and visualize their loan and borrower data with the launch of …

floify 1003 co-pilot

Co-Pilot a Loan Application – Now Available in Floify

Co-Pilot a Loan Application – Now Available in Floify Floify’s new 1003 Co-Pilot feature helps loan originators provide their borrowers and prospects with live, on-screen assistance during the process of completing their loan application. With Co-Pilot, LOs gain another powerful way to get complete applications into their pipeline faster and take their modern borrower experience to the next level. Helpful …

floify e-sign

Enhance Your Origination Process and Maximize Value with Floify E-Sign

Enhance Your Origination Process and Maximize Value with Floify E-Sign Native Electronic Signature Solution Floify E-Sign puts a powerful, mobile-optimized eSignature solution into the capable hands of mortgage professionals and their processing teams. Purpose-built for the mortgage origination industry and designed to support its unique documentation needs and requirements, Floify with E-Sign provides a complete, branded digital mortgage experience. Seamless …

floify tasks custom fields

Using Floify’s Custom Fields, Layouts, and Business Rules to Manage Loan File Tasks

Using Floify’s Custom Fields, Layouts, and Business Rules to Manage Loan File Tasks The most successful producers in the mortgage industry understand the value of systematically managing the tasks that need to be completed in order for them to efficiently move a transaction towards completion. These originators have huge pipelines with many moving pieces and can remove a tremendous mental …

floify soft credit pulls

Automating Credit Report Pulls in Floify

Automating Credit Report Pulls in Floify Floify makes it easy for origination teams to automatically pull a borrower’s soft or hard credit report immediately after the submission of a Floify 1003 loan application. This functionality ensures that loan originators can access the important benefits of a soft credit report – initially qualifying a prospect for a lower upfront cost without …

Track Over 100 Events With Floify’s Updated Audit Log

Track Over 100 Events With Floify’s Updated Audit Log Who added this document request to the loan flow? Was an email update sent to the borrower? How about via SMS? Did the Realtor get it as well? When did this setting get updated? WHAT CHANGED? Floify’s new and improved Audit Log feature makes it easier than ever to get the …

top mortgage crm systems

Top Mortgage CRM Software Review

Top Mortgage CRM Software Review Industry-specific Mortgage CRM Solutions Preferred by Loan Originators Last Updated July 7, 2021 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 …

floify lendingpad integration

Integrate with LendingPad®

Integrate with LendingPad® Floify is incredibly excited to announce our upcoming integration with the popular LendingPad® LOS system. LendingPad is an innovative, end-to-end LOS solution that offers mortgage brokers the ability to originate a loan anywhere with a secure internet connection. Additionally, brokers can receive leads from consumer online portals, in-house loan officers, retail branches, and call centers. Serve your clients …

custom 1003 loan applications

Implement a Loan Application That Adapts to Your Process

Implement a Loan Application That Adapts to Your Process Not all loans, or borrowers, are made the same and the practical data needs for a lender may be different from what is required to complete a 1003 – the industry-standard for web-based loan applications. Some loans need additional information and some originators want additional data points to enable their sales …

floify surefire integration

Sync Your Floify Data with Top of Mind’s Surefire CRM

Sync Your Floify Data with Top of Mind’s Surefire CRM Sync Your Floify Data with Top of Mind’s Surefire CRM When it comes to mortgage lending technology, there are few things sweeter than when a loan originator’s CRM and POS work in tandem, automatically, to maximize the LO’s sales process while minimizing their effort. Lenders and originators that utilize Top …

one-view dashboard

Easily Support Multiple Pipelines With Floify’s New One-View Dashboard

Easily Support Multiple Pipelines With Floify’s New One-View Dashboard Floify has long offered mortgage lenders and origination teams the flexibility to share important support staff, such as loan processors, between any number of branches or individual loan originator’s pipelines. This makes it easy for companies big and small to maximize their capacity and take advantage of time and cost saving …

floify e-sign

Transform Your Organization’s Lending Process with Floify

Transform Your Organization’s Lending Process with Floify From the consumer’s perspective, the actual steps for obtaining a home loan have changed very little over the years. Fill out application. Sign authorizations. Submit documentation. Submit more documentation. Obtain final approval. Sign lots of closing documents. Get keys. What has changed, dramatically, is that borrowers are no longer satisfied by having to …

online loan application

Is Your Online 1003 Loan Application Costing You Business?

Is Your Online 1003 Loan Application Costing You Business? Ellie Mae’s 2019 Borrower Insights Survey revealed several growing trends in borrower’s attitudes towards digital mortgage offerings. Some of these shifts have been discussed anecdotally for years now, but the survey data reinforces these conclusions and provides a roadmap for where the industry should focus their digitization efforts. This is incredibly important because …

arizona texas mortgage forms

Quickly Generate and eSign Arizona & Texas-Specific Forms in Floify

Quickly Generate and eSign Arizona & Texas-Specific Forms in Floify For the last couple of years, mortgage lenders and brokers in the states of Arizona and Texas have been required to include additional compliance-oriented forms to their workflow. In Arizona, loan originators must fill out the Arizona Association of Realtor’s Pre-Qualification Form (PQF), Loan Status Update (LSU), and Loan Status …

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6 Reasons to Switch to the Latest Version of Floify’s 1003 Loan Application

6 Reasons to Switch to the Latest Version of Floify’s 1003 Loan Application Last December, we launched the highly anticipated third version of our web-based 1003 loan application. Version 3 offers Floify customers even more features and functionality within a modern, borrower-friendly design that is highly customizable and embeddable within a lender’s website. What’s even sweeter? There’s no hidden costs …

Key Performance Metrics for Loan Originators and Mortgage Brokers

Key Performance Metrics for Loan Originators and Brokers

Key Performance Metrics for Loan Originators and Brokers Running a profitable mortgage origination business is never a static job. It often involves constant evaluation as well as correctly making important and impactful decisions that come up from time-to-time. Are the loans that you’re originating profitable? When should you make the next hire? How do you identify and resolve bottlenecks in …

The (Other) Benefits of an Exceptional Mortage Experience

The Many (Other) Benefits of an Exceptional Mortage Borrowing Experience

The Many (Other) Benefits of an Exceptional Mortage Borrowing Experience When mortgage professionals examine the cost-benefits of updating their loan process and borrower experience, the conversation tends to revolve around efficiency and the value of taking days off of the loan cycle. And these are perfectly good reasons! But sometimes that narrow-minded approach can lead a lender or LO to …

The Importance of Video in 2020 and How to Take Advantage with Floify

The Importance of Video in 2020 and One Easy Way to Take Advantage with Floify

The Importance of Video in 2020 and One Easy Way to Take Advantage with Floify Even before social-distancing became a part of everyday life, pushing businesses to communicate in new and different ways, the use of video for marketing and customer engagement was already considered one of the biggest trends of the last couple of years. And with good reason. …

floify hybrid e-closing eclosing

Minimize Time at the Closing Table with Floify’s Hybrid E-Closing

Minimize Time at the Closing Table with Floify’s Hybrid E-Closing With rapidly evolving market conditions, borrowers’ growing appetites for digitization, and a new reality that has forced people to stay in their homes, it’s no wonder that mortgage lenders are seeking new and innovative ways to conduct as much business as possible from a distance. Floify’s newest addition, Hybrid E-Closing, …

Top Systems for Running an Efficient Remote Mortgage Operation

Top Systems for Running an Efficient Remote Mortgage Operation Adjusting to the challenges of doing business today has been a first time experience for the vast majority of mortgage professionals. But at the end of the day, lenders have been great about putting the safety of their employees and customers above business-as-usual. This has meant adapting to a remote-based, distributed …

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

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 …

Customize Landing Page Elements with Floify’s Visual Editor

Customize Landing Page Elements with Floify’s Visual Editor 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 – …

The Best of Floify’s 2019

The Best of Floify’s 2019 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, …

Multi-language Subtitles, Downloadable PDFs, and More: Floify’s All-New Loan Application Has Arrived

Multi-language Subtitles, Downloadable PDFs, and More: Floify’s All-New Loan Application Has Arrived The best LOs know that having a customizable, cutting-edge loan application is a critical differentiator for their mortgage business. It allows them to offer borrowers a smooth, friction-free experience when applying for a loan and reduces the amount of time and effort required by back-office staff to complete …

The Simple Sales Tactics That Win Deals

The Simple Sales Tactics That Win Deals 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 …

Adapting Loan Workflows To Serve Diverse Communities

Adapting Loan Workflows To Serve Diverse Communities 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 …

Why Originators Should Prioritize Mortgage Loan Profitability

Why Originators Should Prioritize Mortgage Loan 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 …

Generating Opportunities by Dialing Your Database – and How to Carve Out the Time to Do It

Generating Opportunities by Dialing Your Database – and How to Carve Out the Time to Do It Every business professional has heard the statistic ad nauseam. It costs 5 times as much to acquire a new customer than to retain and reactivate a current customer. So you invest in technology to automate email marketing campaigns or maybe commit to a …

Automating Conditions and Needs List Creation in Floify

Automating Conditions and Needs List Creation in Floify 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 …

How Loan Originators Reinforce Referral Relationships with Floify

How Loan Originators Reinforce Referral Relationships with Floify Longtime loan originators know that there are two major profit centers for their mortgage business. The first is the limitless potential of their client database, providing tons of opportunity for refinances as well as new purchase business. The second comes from developing a network of partners that consistently refer you new business, …

Catering your Process to the Largest Demographic of Homebuyers – Millennials

Catering your Process to the Largest Demographic of Homebuyers – Millennials Everyone has seen the statistic: the Millennial generation represents the largest share of potential homebuyers. This is true. Millennials passed Baby Boomers a few years ago and now account for 36% of potential homebuyers, versus a 32% share for Baby Boomers. The gap widens every year. Contrary to the conventional …

Floify’s Director of Engineering Wins HousingWire Insiders Award

Floify’s Director of Engineering Wins HousingWire Insiders Award Floify is proud to announce that our very own Director of Engineering, Dave Lamy, was recently selected by HousingWire to receive their prestigious Insiders Award. The Insiders are professionals their companies turn to with their most important or challenging projects because their contributions and hard work lead to superior results. Only 50 winners are carefully …

Conveniently Order Credit, VOA, VOE, and VOI via MeridianLink Affiliated Agencies

Conveniently Order Credit, VOA, VOE, and VOI via MeridianLink Affiliated Agencies Floify supports integration with 50+ credit reporting agencies through various direct and networked CRA connections. Some of the most well-known and heavily used credit agencies amongst those integrated with the platform are also affiliated with MeridianLink’s Mortgage Credit Link (MCL) solution, including: Advantage Credit Birchwood Credit Services Certified Credit Reporting CIS …

How to Gain Additional Insight Into Your Loan Pipeline with Floify

How to Gain Additional Insight Into Your Loan Pipeline with Floify Floify’s loan pipeline is not a static element of the system. Originators have the power to customize which data points are displayed on the loan pipeline, and can then easily sort the loan flows to meet their needs. Consider that within Floify you’ve got your entire active loan pipeline …

Access CIS, Informative Research, and SettlementOne Credit Reporting via Floify’s Massive Integration Library

Access CIS, Informative Research, and SettlementOne Credit Reporting via Floify’s Massive Integration Library Loan originators using the Floify platform have long enjoyed the platform’s document management capabilities to keep their loan files organized and centralized in one location. In just a few minutes, LOs and processors can analyze their entire in-process pipeline and immediately know exactly which files have outstanding …

Securing the Data and Trust of Mortgage Borrowers

Securing the Data and Trust of Mortgage Borrowers Here we go again. Another massive lapse in data security. This time it was Capital One, and a misconfigured firewall, that allowed a hacker to access the personal information of 106 million people. That’s just the latest. Earlier this year an independent researcher discovered an unprotected database, maintained by mortgage servicer Ascencion, that contained …

How Mortgage Originators Can Accelerate Needs List Gathering

How Mortgage Originators Can Accelerate Needs List Gathering The process of acquiring a home loan has many variables throughout that can determine not only when a loan will close, but also if it will close. At the top of this list and one of the biggest sources of frustration for loan originators, is document gathering. The reason is obvious. There …

Microsoft® OneDrive® Now Integrated In Floify

Microsoft® OneDrive® Now Integrated In Floify Today’s loan originator has numerous options available to them for the purpose of securely storing and organizing the documentation that they take in from their clients. One such method that has become extremely popular is the use of cloud storage platforms that provide loads of space at an affordable rate – allowing for access …

Co-branding Floify Landing Pages with Your Agent Partners

Co-branding Floify Landing Pages with Your Agent Partners One of the more highly anticipated components of Floify’s re-designed landing pages is the ability for loan originators to create a unique co-branded landing page for any partner that they work with, in Floify. Co-branding with your partners has more benefit than just slapping a picture and some contact info on the …

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

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

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

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

Partners Credit joins Floify’s Growing Library of App Integrations

Partners Credit joins Floify’s Growing Library of App Integrations 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 …

5 Step Guide to Delivering an Amazing Mortgage Experience

5 Step Guide to Delivering an Amazing Mortgage 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 …

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

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 …

Convert a Partial 1003 into a Live Loan Flow When Borrowers Get Stuck – And Get a Valid FNMA 3.4 Data File to Work With

Convert a Partial 1003 into a Live Loan Flow When Borrowers Get Stuck – And Get a Valid FNMA 3.4 Data File to Work With Floify now provides the option to convert a partial, in-progress, loan application into a live loan flow – complete with a valid FNMA 3.4 data file! No more frustrating stops-and-starts! Now, LOs can continue to …

Simplify Bank Statement Gathering with an Improved AccountChek™ Workflow

Simplify Bank Statement Gathering with an Improved AccountChek™ Workflow 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 …

Create a Single-Access Mortgage Experience Your Borrowers Will Enjoy

Create a Single-Access Mortgage Experience Your Borrowers Will Enjoy 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 …

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

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

How to Increase the Success Rate of Mortage Software Adoption

How to Increase the Success Rate of Mortage Software Adoption 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 …

Managing How, or When, Floify Sends Notifications to Borrowers

Managing How, or When, Floify Sends Notifications to Borrowers A core automation of the Floify platform involves the system-generated notifications that are sent to borrowers that help keep them accountable, informed, and actively participating in their loan. The six automatic system notifications include: Needs List Add Document Notice Reject Document Notice All Docs Accepted Notice Deadline Notice Idle Application Notification …

Floify Now Supports eSigning via Integrated Document Solutions (IDS)

Floify Now Supports eSigning via Integrated Document Solutions (IDS) Floify now supports integration with IDS (Integrated Document Solutions) to provide eSigning capabilities within the Floify point-of-sale interface. When this integration is active, Floify will automatically pull in document packages from IDS and trigger notifications alerting the borrower to a new request. To respond to an IDS eSignature request, borrowers will simply log …

3 Friction-Filled Processes that Frustrate Mortgage Borrowers

3 Friction-Filled Processes that Frustrate Mortgage Borrowers Before ever starting their first loan application, many potential homebuyers are constantly reminded of how difficult and frustrating the mortgage process is. This is because for so many borrowers over the years the home financing journey was filled with friction that led them to associate getting a mortgage with getting a root canal. “Nothing is smooth or …

Elevating the Borrowing Experience With Floify’s Customizable Email Templates

Elevating the Borrowing Experience With Floify’s Customizable Email Templates The Floify system sends borrowers, referral partners, and loan team members 6 different automated email notifications to keep stakeholders informed and accountable, and also up to 14 unique loan milestones to maintain transparency throughout the loan origination process. Each of these notifications or milestone status updates is backed by a fully-customizable …

Maximize Branding Opportunities with Floify

Maximize Branding Opportunities with Floify The Floify mortgage automation platform is one of the most heavily customizable systems available in the industry. Everything from our milestones, email templates, 1003 application, custom fields and layouts, and much more can be configured to meet the individual needs of the loan origination teams that rely on the system to interact with their clients. …

8 Ways to Stay Connected with your Mortgage Client Database

8 Ways to Stay Connected with your Mortgage Client Database You’ve likely heard the infamous statistic about how it costs 6 to 7 times as much to acquire a new client than it does to keep an old one. The thing is… it’s true. While the numbers may vary slightly from industry to industry, the fact remains that it costs …

Enhance User Security with Floify’s New Password Controls

Enhance User Security with Floify’s New Password Controls The newest update to Floify provides lenders with a set of configurable security controls from which to craft their user password requirements. These settings, which can be accessed from your company dashboard, apply to users under the company’s umbrella and not borrowers or partners. Not only does a lender gain the ability to tighten …

Top Mortgage Professionals View Automation as One Cure for What Ails the Industry

Top Mortgage Professionals View Automation as One Cure for What Ails the Industry Margin compression has been at the top of the list of concerns for mortgage origination industry executives for quite some time now. As the regulatory environment has shifted and become more constricting, it now costs more and takes more time to close a loan. Add on top …

Leverage Direct-Source Asset Verification via Floify’s Plaid Integration

Leverage Direct-Source Asset Verification via Floify’s Plaid Integration Floify’s newest integration with Day 1 Certainty-approved verification provider, Plaid, allows lenders who have an existing Plaid account to seamlessly order and receive digital asset verification reports from Plaid directly from within their Floify user interface. Plaid’s asset verification solution helps origination teams cut loan processing times by eliminating the sourcing and …

New Idle App Notification Reminds Prospects to Finish Incomplete Loan Apps

New Idle App Notification Reminds Prospects to Finish Incomplete Loan Apps Floify’s interview-style Apply Now 2.0 loan application is designed to help loan originators and their teams maximize their pull-through rate, and reduce the friction and frustration that many borrowers ascribe to the loan application process. But sometimes your prospects could use a little nudge or reminder when they’ve started an application …

Floify Is Now Integrated with AFR Wholesale

Floify Is Now Integrated with AFR Wholesale We are excited to announce that the Floify mortgage automation platform has now integrated with one of the nation’s leading wholesale lenders, AFR Wholesale. The new partnership provides AFR’s mortgage broker partners with the means to create a streamlined origination, submission, and approval process while ensuring their ability to compete in an increasingly …

Why Email Marketing is Still A Great Strategy for Mortgage Loan Originators

Why Email Marketing is Still A Great Strategy for Mortgage Loan Originators Here’s a stat that will blow your mind in 2019: 50% of consumers still prefer to be contacted by brands via email. –Adobe Or how about this one: Email is nearly 40 times more effective at customer acquisition than Facebook and Twitter combined. –McKinsey When it comes to digital marketing techniques, it seems like …

Floify’s 2018 Year in Review

Floify’s 2018 Year in Review It’s hard to believe that 2018 is already coming to an end. Final touches are being put on year-end reviews, and planning for a successful 2019 is already underway across the mortgage industry. Before we launch ourselves completely into the New Year, we thought this would be a nice opportunity to reflect on the fantastic …

5 First Steps to Take After Purchasing a Mortgage Point-of-Sale

5 First Steps to Take After Purchasing a Mortgage Point-of-Sale It’s clear that the web-based mortgage point-of-sale is here to stay, and is viewed as a critical component of the modern day mortgage lending operation. LOs are rapidly adding these systems to their mix, but not everyone is achieving instant success. For some, the sheer volume of customizations and settings these platforms …

Floify Introduces New Loan App Notification, VOA Integration, and more!

Floify Introduces New Loan App Notification, VOA Integration, and more! In continuing our dedication to innovation throughout the entire mortgage origination process, we recently launched several enhancements to the Floify platform. This recent round of updates has a little something for everyone, including an oft-requested loan application notification, new Day 1 Certainty-approved VOA provider integration, compliance controls, and more! Loan …

Credit Reporting Agencies for Mortgage Loan Originators

Credit Reporting Agencies for Mortgage Loan Originators In the retail loan origination industry, everybody knows the importance of a long, positive credit history. Most loan products require it, underwriters look for it, borrowers need to have it, and loan originators use it as a method to qualify their applicants prior to ever submitting the URLA. After obtaining an authorization to pull credit …

How to Generate Additional Mortgage Leads from Referral Partners

How to Generate Additional Mortgage Leads from Referral Partners 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 …

New and Updated Integrations: CBC Innovis, LendingQB, UberWriter, TWN

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 …

Social Media Marketing for Loan Officers

Social Media Marketing for Loan Officers In 2019, 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 …

Accelerate Your Lending with Floify’s Integrated Verification Services

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 …

Essential Mortgage Software for Loan Origination Teams in 2021

Essential Mortgage Software for Loan Origination Teams in 2021 Today’s modern loan originator relies upon a number of mortgage software systems in order to maintain a smooth end-to-end workflow. These systems provide a wide spectrum of services to lenders and originators, allowing them to stay organized, market their services, maintain their pipeline, and access cost-saving efficiencies. And as a lending …

MeridianLink Verifications Come to Floify, Plus a Refreshed Loan Pipeline and 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 …

Create the Ultimate Borrower Experience by Embedding Floify in your Website

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 …

Get More Insight at Application with New Custom Questions

Get More Insight at Application with New Custom Questions You may have noticed a theme in our product releases, since early-May. We have invested a tremendous amount of engineering effort and brainpower into Floify’s interview-style 1003 loan application to make it the best in the mortgage industry, and we are committed to maintaining that position by continuously upgrading the functionality and design. …

3 Floify Features That Wow Agents and Separate You From the Crowd

3 Floify Features That Wow Agents and Separate You From the Crowd Top producers in the mortgage industry all understand a fundamental truth that helps them maintain their success over a long period of time. Not only do they understand this truth, they constantly act upon it and even shape their business around it. To build a successful mortgage business, …

Create Extra Value by Consolidating Mortgage Software Systems

Create Extra Value by Consolidating Mortgage Software Systems As each year passes, loan officers find that they have to re-evaluate their software stack to ensure that they have the most efficient and productive set of systems in place in order to create the most return on those investments. It’s a daunting process that becomes more overwhelming when considering the sheer …

Floify’s Dave Sims Joins the Mortgage Marketing Radio Podcast

Floify’s Dave Sims Joins the Mortgage Marketing Radio Podcast Floify CEO Dave Sims recently joined host Geoff Zimpfer on the Mortgage Marketing Radio podcast to talk shop about the popular mortgage automation platform and the impact that technology can have on traditional loan workflows and borrower/agent engagement. If you’re not familiar with the Mortgage Marketing Radio podcast than you are missing out on a …

How One Top Producer in Canada Uses Floify to Generate Huge ROI

How One Top Producer in Canada Uses Floify to Generate Huge ROI The decision to implement a new system or technology into your mortgage origination operations has many parts and pieces. However, the potential to generate the most return relative to your investment should rate high in your evaluation of each technological service. The return on investment (ROI) can manifest …

3 Easy Ways to Keep Borrowers Engaged in the Loan Process

3 Easy Ways to Keep Borrowers Engaged in the Loan Process In 2015 research firm Gallup conducted a poll of mortgage borrowers in order to gauge their level of engagement with their mortgage lender, and how it affected their overall experience. Unsurprisingly, they found that 93% of borrowers who are fully engaged with their lender are likely to recommend that lender to …

Big Update to Floify Landing Pages Brings a New Look and More Branding

Big Update to Floify Landing Pages Brings a New Look and More Branding Development efforts in the month of June have brought exciting new ways to further customize the Floify platform to match your company brand and style. Enterprise lenders will love how easy it is to set and standardize the design and branding options available in Floify. These branding …

How to Quickly Add and Access Client Data in Floify

How to Quickly Add and Access Client Data in Floify Late last year, Floify introduced a powerful set of new features that were designed to give lenders, originators, and support staff the utmost flexibility in how they utilize Floify’s point-of-sale solution. The addition of custom fields and layouts means that Floify’s customers can add just about any data fields to …

Learn Mortgage Strategy from a $100M+ Originator

Learn Mortgage Strategy from a $100M+ Originator A year ago we wrote a post discussing the simple reasons why any success-driven loan officer would do well to pay attention to the mortgage-related podcast content that is being created right now. A year later and nothing has changed. Mortgage podcasts are still outstanding resources because: The content is completely free. The good ones are chock-full …

Why I Chose My Loan Officer – A Borrower’s Tale

Why I Chose My Loan Officer – A Borrower’s Tale Less than a month ago, a member of the Floify team closed on his first home in the highly competitive Denver metro area. A month before that, he was sorting through a list of referrals from friends and his real estate agent, trying to settle on a loan officer to …

Add Your Unique Style and Functionality to the 1003

Add Your Unique Style and Functionality to the 1003 The month of May saw Floify launch an all-new, next-generation 1003 loan application; complete with an interview-style questionnaire, TurboTax-like section reviews, and support for auto-generated document needs-lists. Since that May 1st launch, we’ve been busy! We’ve rolled out a number of updates to Apply Now 2.0, new credit reporting agency integrations, …

Reduce Loan Cycle Time with Mortgage Point-of-Sale Software

Reduce Loan Cycle Time with Mortgage Point-of-Sale Software For busy loan originators who want to understand their general efficiency level, there is no better “30,000 foot” metric to evaluate than the average loan cycle time, which you can improve through the use of a mortgage point-of-sale system. Sure, it’s more effective to understand the intricate details of each individual stage …

Leveraging Mortgage Automation to Curb Rising Loan Production Costs

Leveraging Mortgage Automation to Curb Rising Loan Production Costs For years now, decision-makers in the mortgage industry have been keeping an eye on the steady year-over-year increases in costs associated with producing a loan. Groups, such as the MBA, have been studying this phenomenon for almost a decade. Yet, the cost to originate a loan has continued to rise unabated. …

4 Key Elements to Evaluate When Buying Mortgage Software

4 Key Elements to Evaluate When Buying Mortgage Software While just a few years ago most consumers would have said that the mortgage industry was lagging FAR behind on the technology front, the pace with which this dynamic has changed has been staggering. The industry has moved rapidly to adopt the process and organizational efficiencies afforded by implementing mortgage software …

Updated Deadline Reminder Scheduling and More

Updated Deadline Reminder Scheduling and More One of the most powerful borrower-facing features of Floify, the platform’s automated deadline reminders, work behind the scenes to keep borrowers accountable and on-task with their documentation requirements. To make this function even more useful, we just gave your deadlines a huge boost in customizability. Check out the bevy of brand-new scheduling options as well as …

3 Ways to Make Your Referral Relationships a Two-Way Street

3 Ways to Make Your Referral Relationships a Two-Way Street The reality of today’s home buying environment is that most potential borrowers begin their journeys by engaging with a real estate agent. Even though the borrower may not know what type of loan they qualify for, this is the way most financed real estate transactions begin. Referring relationships are instrumental …

floify product update

Floify Offers Progressive Web Apps for Loan Originators

Floify Offers Progressive Web Apps for Loan Originators We’ve recently rolled out a new feature that continues our commitment to creating a smooth and powerful mobile borrowing experience for your clients, as well as offering loan originators another opportunity to further develop their brand. If you are a Floify Business customer, this new update allows any of your borrowers or …

Floify’s Refreshed Mobile Borrower Experience and Other Updates

Floify’s Refreshed Mobile Borrower Experience and Other Updates Floify is committed to providing your borrowers with an easy-to-use, responsive, and fully functional mobile experience. Thus, Floify’s system has recently undergone a massive facelift of the borrower’s mobile user interface. Imagine you are a borrower. Your loan officer starts a loan flow for you in Floify and includes relevant document requests. …

Mortgage Point-of-Sale: What Is It, and Why You Should Have One

Mortgage Point-of-Sale: What Is It, and Why You Should Have One As the cost to originate a mortgage has been steadily climbing for years, the mortgage industry has been seeking systems that allow lenders to increase operational efficiency, increase per loan originated margins, and increase market share by offering solutions that cater to a digitally empowered borrower. To make gains …

Unveiling Floify’s Most Recent Product Updates

Unveiling Floify’s Most Recent Product Updates With the conclusion of the holiday season, recent enhancements to the Floify mortgage automation platform may have gone unnoticed. Between usability and productivity updates, and new powerful apps and integrations with industry powerhouses, loan originators, and their teams will find that there are a number of new ways to further streamline their workflow. Usability …

Credit Technologies and Sarma Credit Reporting Vendors Join the Floify Family

Credit Technologies and Sarma Credit Reporting Vendors Join the Floify Family One of the first and most important steps a borrower takes during their home-buying journey is authorizing a lender to pull their credit report history. This critical piece of documentation dictates not just the type, size, and attributes of a loan a borrower may qualify for. It dictates if they …