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

Using Business Rules to Automate Mortgage Document Needs List Generation with Floify

auto-generate mortgage document needs lists with Floify

Floify’s mortgage automation engine is packed with powerful and flexible functionality that truly allow loan originators to create their ideal point-of-sale system. One of the fundamental drivers of the platform’s flexibility is the ability to utilize conditional logic, or business rules, to design custom workflow automations. Triggers can be leveraged to dynamically change lender or borrower loan layouts or fire … Read More

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, month-after-month. To build that network LOs spend countless … Read More

Floify’s Director of Engineering Wins HousingWire Insiders Award

housingwire insiders award winner dave lamy

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 selected from throughout the entire housing industry. … Read More

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

meridianlink verification integration floify

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 Alliance2020 Birchwood Credit Services Certified Credit Reporting CIS Credit Plus Credit Technologies Credit Technology, Inc. Sarma … Read More

Supercharge Your Workflow with the New Floify–Shape CRM Integration

floify and shape integration

Mortgage origination pros know that in order to efficiently operate a high-performing business, they need to have strong CRM and POS systems that allow them to manage a high volume of loans and maintain a large database of prospects and clients while still keeping their team lean and overhead low. When those systems communicate with each other the loan originator … Read More

How to Gain More Insight Into Your Loan Pipeline with Floify

Floify loan pipeline insights

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 at your fingertips – at all times and from anywhere. How … Read More

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 conditions, and what those conditions are. But not all documents necessary for the … Read More