How Loan Originators Can Accelerate Needs List Gathering

gathering mortgage document needs list

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 is very little control for the LO during … Read More

Microsoft® OneDrive® Now Integrated In Floify

microsoft onedrive floify cloud storage integration

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 to your data anywhere there is … Read More

Co-branding Floify Landing Pages with Your Agent Partners

co-branded landing page hero

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 page. Co-branding increases trust with your clients by … Read More

Top Mortgage CRM Software Review

Industry-specific Mortgage CRM Solutions Preferred by Loan Originators Last Updated 2019/6/20 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 fit with your office workflow and processes. … Read More

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