Top Mortgage CRM Software ReviewIndustry-specific Mortgage CRM Solutions Preferred by Loan Originators Last Updated July 12, 2023 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 …
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 …
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 …
Easily Support Multiple Pipelines With Floify’s New One-View DashboardFloify 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 efficiencies …
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 …
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 …
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 …
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. …
Minimize Time at the Closing Table with Floify’s Hybrid E-ClosingWith 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, helps …
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 …