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5 Time Management Tips for Loan Officers

loan officer time management

Successfully growing a mortgage business often boils down to how effective a loan officer is at managing time. There are really only three ways for a loan officer to grow their business: Obtain more clients. Close more transactions. Increase revenue per transaction. All of these avenues for growth require LOs to be actively selling. Not […]

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You’ve Earned Your Mortgage License, Now What?

mortgage license

There are books, online courses, and plenty of in-person instruction to help you earn your mortgage license. It’s a very linear path with well defined milestones and an obvious conclusion. The difficulty truly begins once the structure disappears and you’re left to sink-or-swim on your own in the mortgage industry, where building a prosperous business […]

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Mortgage Leads – Part 3: Referrals and Competitive Differentiation

mortgage leads competitive differentiation

Having a diverse web of sources to generate new mortgage leads is critical to growing business for all but the most accomplished of MLOs. Yes, the most consistently profitable way for a loan officer to fill their pipeline is to develop partnerships with the top real estate agents and builders in their area that consistently […]

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Mortgage Leads – Part 2: Driving High-Quality Traffic

mortgage leads website traffic

The average website converts a small percentage of traffic to qualified mortgage leads, which makes it all the more important to first optimize your website for conversions. Once you have taken those steps, it is time to start pulling the levers that bring traffic to your site. It is important to remember that there is […]

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Mortgage Leads – Part 1: Building the Foundation for Conversion

mortgage leads

Consistently generating enough mortgage leads every month to keep a pipeline full is one of the most difficult aspects of the mortgage industry for loan officers. The reality of the matter is that the vast majority of LOs would tell you they have capacity to work MANY more leads than they are getting. The most […]

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How to Calculate the ROI of Your Mortgage Software

mortgage software return on investment roi

When loan originators put time and money into implementing changes to their workflow, they are expecting there will be an improvement in one area or another. Being able to calculate the positive or negative return you are getting on your mortgage software investment is critical to understanding which systems are actually helping your business, and […]

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The Digital Mortgage of Today and Tomorrow

digital mortgage

Today, borrowers live in a connected world where a pizza ordered from Dominos is tracked in every stage from ordering to delivery, and they’ve come to expect the same from their business interactions. This culture shift has created an expectation amongst consumers that the mortgage industry needs to embrace an end-to-end digital mortgage. What is […]

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Eliminating Mortgage Fraud with Direct Source Data Integrations

mortgage fraud automated validation

In CoreLogic’s 2016 annual mortgage fraud report, they found that the risk for borrower income fraud increased 12.5% year-over year and the risk of mortgage application fraud also increased 3.9% in the same time period. While mortgage fraud can come in many forms and can be perpetuated by any party involved in the transaction, these […]

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LenderHomePage integration and new notes feature

LenderHomePage.com integrates Floify platform   LenderHomePage.com has fully integrated the Floify platform into the services they provide for loan officers and lenders. LenderHomePage.com specializes in mortgage websites, mortgage calculator mobile apps, landing pages and web-based marketing services. Working hand-in-hand with a company that selected Floify as their mortgage automation platform, LenderHomePage.com was able to not […]

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Why You Should Be Listening to a Mortgage Podcast

mortgage podcast ilmb

Leveraging peers, mentors, and coaches is widely considered to be the fastest way to learn and grow in the mortgage industry, but it’s not always easy to find a willing mentor or to afford a good coach when you’re just starting out in the business. This is when a good mortgage podcast can be an […]

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How Top Mortgage Tech Providers Win With Partnerships

enterprise mortgage software integration

Customers Prefer Providers that Prioritize Integration When scanning the enterprise mortgage technology space, it is apparent that the companies who have risen to the top are those that have promoted the integration of complementary services. With so much mortgage software available now, lending teams are hungry for platforms that value these integrations, and provide open […]

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Has the Mortgage Industry Adjusted to TRID?

trid mortgage disclosures regulation

The road to a successful TRID rollout has been full of starts and stops over the last year-and-a-half. Concerns remain, but there have been improvements to the mortgage origination process that have come as a response to the new rule and the industry can expect a continued focus on enhancing the mortgage disclosure process. The […]

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Mortgage Automation Platform, Floify, Launches App Store, Giving Loan Officers Access to Library of 3rd Party Mortgage Apps

floify mortgage automation app store

BOULDER, Colo., April 27th, 2017 —Floify, the leading provider of mortgage automation software, announces the launch of the Floify App Store, which allows other industry providers to build complementary apps that offer their branded data and functionality visually within the Floify platform. Floify’s 150,000 registered users already have access to Floify-built integrations with loan origination […]

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The Future of Mortgage Technology (White Paper)

Floify, the leading provider of mortgage automation software has teamed with mortgage industry veteran, Rob Chrisman, to develop a white paper in response to feedback from loan officers who were asking how they could better prepare their teams for the “year of mortgage tech”. As the mortgage process becomes more streamlined, loan officers place increasing […]

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What is Mortgage Software?

mortgage software

Mortgage software consists of computer programs, both cloud and on-premise, designed to replace traditionally manual operations that were historically handled by individuals during the origination or servicing of mortgages. When it comes to origination, mortgage software comes in a variety of packages depending on the functionality desired. There is software that is specifically designed to […]

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Floify Launches Mortgage Automation Mobile App for Apple and Android Devices

mobile mortgage app loan officers

Floify, the leading provider of mortgage automation software, announces the release of its mobile mortgage app, which allows loan officers, real estate agents and borrowers to manage the loan process from any mobile device. Floify, the leading provider of mortgage automation software, announces the release of its mobile mortgage app, which allows loan officers, real […]

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The Path To $100M in Loan Volume (white paper)

white paper path to 100 million loan volume mortgage

Floify, the leading provider of mortgage automation software has teamed with mortgage industry experts to develop a white paper that teaches loan officers and branch managers the step-by-step path to growing annual loan volumes to $100M. Top-performers and industry coaches Lisa Wells and Andy Zemon, who drive a combined $120m in annual loan volume, will […]

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Floify releases mobile mortgage app as borrowers seek more channels to engage

mobile mortgage app technology floify

Loan officers now have flexible options for working with mortgage borrowers who are on the go The upward trend in consumer’s mobile usage is not subsiding anytime soon. As of a 2015 Pew Research Center study, 68% of adults in the US owned a smartphone (up from just 35% in 2011). Furthermore, the usage of mobile […]

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Why you should hire for culture, and train for skill in your mortgage office

Employees who “fit” enjoy greater success and longevity Research has concluded that employees who fit well with their organization, coworkers, and supervisor had greater job satisfaction, superior job performance, and were more likely to remain with their organization. In other words: make sure your hire fits the culture of your organization and you could be […]

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Help files to solve your Floify conundrums

Floify is designed to be a simple and intuitive interface for mortgage originators to collect borrower documents, and automatically update borrowers and third parties on the progress of their loan. However, occasionally there are hiccups, and we have begun rolling out fresh help articles to address some of the common sticking points for users. Borrower […]

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How to deal with Luddite mortgage borrowers

Written by Floify’s Dave Sims for Inman.com. Reposted here with permission. I’ve heard many stories about technology-averse mortgage borrowers. Below, I’ve listed common objections to using technology during the mortgage process from borrowers, followed by answers to help borrowers overcome their objections. Although these are aimed at a mortgage scenario, they could be applied to […]

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5 tips to landing more mortgage business by keeping your promises

Written by Floify’s Dave Sims for Inman.com. Reposted here with permission. When we were kids, we were taught never to break a promise. But in the grown-up world of mortgages and real estate, delivering on your promises is a technique that will land you more business. I’ll show you this technique. It’s a very simple […]

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