2021 floify year in review

2021: Floify’s Year-in-Review

2021: Floify’s Year-in-Review2021 was an exciting year at Floify! As we reflect on our accomplishments, we wanted to share some of our favorite milestones and give a big THANK YOU to our customers and partners who helped make this all possible. This year, we saw tremendous growth on the Floify platform. We had the pleasure of serving more than 3 …

key performance metrics for loan originators and mortgage brokers

Key Performance Metrics for Loan Originators and Brokers

Key Performance Metrics for Loan Originators and BrokersRunning 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 originate profitable? When should you make the next hire? How do you identify and resolve bottlenecks …

common complaints about the mortgage process

3 Common Complaints About the Mortgage Process

3 Common Complaints About the Mortgage ProcessAvoid these mortgage lending process issues to win repeat business and referrals We scoured the internet to determine the most common complaints that are leveled at loan officers about the mortgage lending process. We looked at not just what borrowers had to say, but Realtors as well. Why is this important? Because, according to Qualtrics, …

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 …

automate early origination processes

Build Momentum with Prospects by Automating Early Origination Processes

Build Momentum with Prospects by Automating Early Origination ProcessesThe Floify platform excels at helping loan originators engage and build momentum with their prospects by delivering elegant automation during the early stages of the loan origination process. With Floify, simple yet momentum-killing tasks like ordering a credit report or determining what documentation will need to be provided can be completed instantly, …

Automating Document Needs List Creation in Floify

Automating Document Needs List Creation in FloifyThere 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 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 can help LOs …

The (Other) Benefits of an Exceptional Mortage Experience

4 Hidden Benefits of an Exceptional Mortage Borrowing Experience

4 Hidden Benefits of an Exceptional Mortage Borrowing Experience When mortgage professionals examine the cost-benefits of updating their loan process and borrower experience with new digital technologies, the conversation tends to revolve around efficiency and the value that can be realized by shortening the loan cycle and boosting support staff productivity. But sometimes, having such a limited scope on a …

Add An Extra Layer of Security to Your Floify Account with 2-Step Verification

Add An Extra Layer of Security to Your Floify Account with 2-Step VerificationLenders, loan originators, and their teams can now add an additional layer of security to their Floify account by activating 2-step verification. When 2-step verification is active, users will be required to enter two separate pieces of information in order to log in to Floify: their account’s password …

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

Track New Reporting & Analytics Metrics, Plus More, in Our Latest ReleaseA 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 DataNew metrics have been added to …

floify surefire integration

Convert More Applications to Loans with Floify & Surefire CRM

Convert More Applications to Loans with Floify & Surefire CRMTo 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 Surefire …