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

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

Top Mortgage CRM Software Review

mortgage crm software system

Industry-specific Mortgage CRM Solutions Continue to Rule the Day Last Updated 2018/9/21 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 … 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

Mortgage Point-of-Sale: The What and the Why

The mortgage industry has been rapidly moving to adopt technology systems that allow lenders to increase efficiency. With these innovative technology systems, LOs are able to reduce the overall cost to originate a loan. Furthermore, they can do this while offering homebuyers a more streamlined, transparent, and technologically-enabled process when securing a loan. With this adoption has also come more … Read More

Introducing the Next Big Thing: Custom Fields, Layouts, and Business Rules

floify mortgage software update

Just this week, we rolled out one of the most exciting and powerful feature updates to Floify in our history. The introduction of custom fields, custom layouts, business rules, and customizable dashboards will allow Floify Business customers to craft unique, dynamic data inputs. They can then use these features in a number of awesome ways to benefit both the lender … Read More

How to Calculate the ROI of Your Mortgage Software

When LOs spend time and money implementing changes to their workflow, they expect 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 which are not. Benchmarking performance indicators One key to calculating the … Read More