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

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

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

Managing How, or When, Floify Sends Notifications to Borrowers

customizing Floify's communication cadence

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 Not only do these notifications use fully-customizable email and … Read More

Mortgage Brokers! 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 digital landscape. With the powerful point-of-sale capabilities … Read More

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 contain can be incredibly overwhelming if you don’t know … Read More

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 Application Started Notifications Thanks to popular demand, we’ve just rolled … Read More

Credit Reporting Agencies for Mortgage Originators

mortgage credit reporting agencies for originators loan officers

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 from the applicant, many originators … Read More

How to Generate More 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 activate those relationships in order to generate … Read More

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

floify mortgage software update

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 systems, and much more. Today we are excited to … Read More