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

3 Ways to Keep Borrowers Engaged in the Loan Process

In 2015 research firm Gallup conducted a poll of mortgage borrowers in order to gauge their level of engagement with their mortgage lender, and how it affected their overall experience. Unsurprisingly, they found that 93% of borrowers who are fully engaged with their lender are likely to recommend that lender to friends, family, and colleagues. Yet only 3% of actively … Read More

Reduce Loan Cycle Time with a Mortgage Point-of-Sale

reduce loan turn times cycle times mortgage pos point-of-sale

For busy loan originators who want to understand their general efficiency level, there is no better “30,000 foot” metric to evaluate than the average loan cycle time, which you can improve through the use of a mortgage point-of-sale system. Sure, it’s more effective to understand the intricate details of each individual stage that your loans pass through. Nevertheless, as a … Read More

Update to Floify Deadline Reminder Scheduling and More

floify mortgage software update

One of the most powerful borrower-facing features of Floify, the platform’s automated deadline reminders, work behind the scenes to keep borrowers accountable and on-task with their documentation requirements. To make this function even more useful, we just gave your deadlines a huge boost in customizability. Check out the bevy of brand-new scheduling options as well as other fresh updates to … Read More

How Loan Officers Use Floify to Improve Referral Relationships

As you probably know, a loan originator’s success depends on their ability to acquire or generate high-quality mortgage leads. There are a number of ways to accomplish this goal, from turning your website into a lead-gen machine to leveraging advertising platforms like Zillow and Trulia. However, to truly push for the upper levels of success in the mortgage industry 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

Unveiling Floify’s Most Recent Product Updates

floify mortgage software update

With the conclusion of the holiday season, recent enhancements to the Floify mortgage automation platform may have gone unnoticed. Between usability and productivity updates, and new powerful apps and integrations with industry powerhouses, loan originators, and their teams will find that there are a number of new ways to further streamline their workflow. Usability and Productivity Updates Edit Document Category … Read More

The Newest Way to Find Out About Important Floify Updates

We constantly add Floify updates to the platform. If you log in to your Floify account right now, you may notice our new update banner at the top of your loan pipeline. We use this new in-app announcement banner to let customers know about important updates or upgrades to the Floify platform. One thing to note: once you close the … Read More

Use Custom Fields and Layouts to Quickly Assess Your Pipeline

Floify’s custom fields, layouts, and business rules give originators and their teams a nearly infinite number of ways to store and access their data. This has naturally prompted some questions about exactly how mortgage professionals can use these features in meaningful ways. An example use-case comes to us from Melanie Taliaferro, Director of Training and Sales Development as well as … Read More