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

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

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

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

Social Media Marketing for Loan Officers

In 2018, having a social media marketing strategy is a must-have component for every loan officer, whether they are growth-minded or simply wanting to maintain and strengthen existing relationships. Just a few years ago not everybody would have considered social media to be such an important piece of their business. So why is social media marketing now so important for … Read More

The Loan Officer Technology Stack

Do You Have All of the Software Components of a Modern Mortgage Office? Today’s modern loan officer relies upon a number of technologies in order to maintain a smooth end-to-end production environment, from prospecting to post-close campaigns. These systems provide a wide spectrum of services to lenders and originators, allowing them to stay organized, maintain their pipeline, and access cost-saving … Read More

Create the Ultimate Borrower Experience by Embedding Floify in your Website

borrower mortgage loan experience

DISCLAIMER: THE TECHNIQUE DESCRIBED BELOW IS CONSIDERED ADVANCED, AND SHOULD ONLY BE IMPLEMENTED BY A QUALIFIED WEB DEVELOPER. FLOIFY DOES NOT OFFER SUPPORT FOR EXTERNAL EMBEDDING. Out of the box, every Floify team is given a branded and unique subdomain where their point-of-sale and 1003 loan application lives on the web. When your clients receive their first welcoming ‘needs list’ … Read More

4 Key Elements to Evaluate When Buying Mortgage Software

While just a few years ago most consumers would have said that the mortgage industry was lagging FAR behind on the technology front, the pace with which this dynamic has changed has been staggering. The industry has moved rapidly to adopt the process and organizational efficiencies afforded by implementing mortgage software systems that solve common challenges for both originators and … Read More

Floify’s Refreshed Mobile Borrower Experience and Other Updates

floify mortgage software update

Floify is committed to providing your borrowers with an easy-to-use, responsive, and fully functional mobile experience. Thus, Floify’s system has recently undergone a massive facelift of the borrower’s mobile user interface. Imagine you are a borrower. Your loan officer starts a loan flow for you in Floify and includes relevant document requests. Then, automatically, they are able to send an … Read More