New! Get More Insight at Application with Custom Questions

1003 loan application custom interview questions digital web-based

You may have noticed a theme in our product releases, since early-May. We have invested a tremendous amount of engineering effort and brainpower into Floify’s interview-style 1003 loan application to make it the best in the mortgage industry, and we are committed to maintaining that position by continuously upgrading the functionality and design. Our newest addition continues the trend by … Read More

Mortgage Automation Platform, Floify, Launches Disclosure Desk, Streamlining Disclosure Workflow For Lenders

BOULDER, Colo., May 11th, 2017 — Mortgage Automation Software provider, Floify, announced the launch of their new Disclosure Desk, which allows lenders and compliance teams to streamline the entire disclosure process from within their Floify account. Floify launched Disclosure Desk in response to overwhelming demand from lenders for a more efficient and accountable way to manage the disclosure process and … Read More

5 Essential Features of Cloud Mortgage Software

At Floify, we are dedicated to providing the best cloud mortgage software possible to mortgage lenders across the United States. If you are a mortgage lender who is looking for a platform to streamline the mortgage approval process, here are the 5 essential features you’ll need. Document Portal Managing just one mortgage can take hundreds of pages of documents, and … Read More

Floify Enhances the eConsent and Auth to Pull Credit

floify mortgage software update

Floify has recently rolled-out new features designed to automate the eConsent and Authorization to Pull Credit process for our customers. These product updates were built in response to the surge in lenders and borrowers who are now conducting business electronically and needed a better and faster way to collect these authorizations. Consent to conduct business electronically Before a loan officer … Read More

New feature adds admin oversight, shared support, and team customizations

floify mortgage software update

Company Dashboard goes live Business and Enterprise level companies with multiple teams/branches will gain further oversight, support, and customization benefits from our new Company Dashboard feature. Administrator Oversight: Company admins will now have the ability to oversee all manager accounts that fall under their company umbrella. Floify contains a large number of compliance-oriented configurations that are available at the Company-level, that can … Read More

Introducing Floify’s newest integration: Slack

floify mortgage software update

Do you want a way to get immediate updates when borrowers upload docs to Floify? Would you also like a handy log of your conversations on a loan flow? We’ve integrated with Slack to provide those features. What is Slack? Slack is a wildly popular, and free, instant messaging app. The company is growing fast and currently valued at over … Read More

How a mortgage team used Floify to prepare for TRID

“Floify’s really helping to transition what we’re doing as a team, and I feel very confident that it’s going to be one of the critical factors that’s going to help us get through TRID.” During a recent check-in with a top producing mortgage originator, we were given a great tip about how her team used the Floify pipeline to measure … Read More

Why Emailing Official Mortgage Documents Is Not Safe

While email has been a boon to professional communication, it is not the necessarily the best tool for secure mortgage document management. Email jumps through several hoops on its way from sender to recipient, and security levels may vary hoop to hoop. At Floify we believe that a secure method of transfer is a vital part of managing mortgage documents … Read More

How Lenders and Loan Originators Can Avoid Hacks in Mortgage Document Management

mortgage documents hacker

Borrowers need to submit quite a bit of personal information on a typical loan application. No matter how scrupulous the mortgage lender and the loan originator might be, sensitive data may be needlessly exposed through exchange over the internet. At Floify, we understand how to keep personal data out of the hands of would-be hackers. Attentive mortgage document management requires … Read More

Borrowers Hate Emailing Their Tax Returns

Email is insecure and borrowers know it. Most email is transmitted unencrypted, allowing hackers with access to any point between sender and receiver to steal email. Hackers especially love open WiFi networks. Borrowers don’t want the most private details about their lives to be seen by others or captured by identity thieves. Very understandingly, they prefer not to email you … Read More