Streamline Your Mortgage Office
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 […]
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 […]
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 […]
It is virtually impossible these days to find a loan officer’s website that does not have a digital 1003 loan application that prospects can fill out to ‘Apply Now’. While every LO needs mortgage application software, the fact of the matter is that not all online loan applications are made equal, and there are certainly […]
The Loan Officer Software Stack is Largest in Housing In a high producing mortgage environment, loan officer software needs can be broken down into three essential functions: lead generation, borrower/partner experience, and business operations. In order to cover all these areas, lender’s need to acquire a large “stack” of mortgage tech to implement into their […]
Mortgage Teams Increase Demand for Integrated Systems There’s one big reason why integration of technologies will be a focal point for the mortgage industry in 2017: it’s good business. Over the last few years, mortgage technology has exploded onto the scene with a rush of new operators looking to carve out their own space in […]
Steer clear of these unintended, and completely avoidable, issues with your mortgage tech Over the last couple of years there has been a surge in mortgage software systems coming to market, including CRM’s, LOS’, eSignature, cloud storage, marketing automation, and others all designed to help a loan officer and their team become more organized and […]
In every industry, finding ways to be more efficient is critical to increasing output. In the mortgage industry, spending less time gathering and processing documents and communicating updates to your team and to your clients can dramatically increase the amount of loans you can service. Below, we outline 6 ways Floify loan management software can […]
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 […]
Online lead generation is now a critical component of a loan officer’s pipeline. When a potential prospect finds your local business listing, website, Zillow/Trulia profile, social media profile, etc., and decide to apply for a loan with you, you’re going to want to have an online 1003 application that makes it easy to capture their […]
Mortgage industry-specific solutions now the norm A good mortgage CRM is a critical piece of software for a loan officer and their teams. It keeps their prospects, customers, referral partners, and other contacts all organized in a central location. Having a system that fits your needs and process can be a huge benefit, and today […]
Avoid these mortgage lending process issues to win repeat business and referrals We scoured the internet in a review of the most common complaints that are leveled at loan officers about the mortgage lending process. We looked at not just what borrowers had to say, but real estate agents as well. Why is this important? […]
Avoid Negative Reviews, and Win More Referrals One thing that we know for sure is that bad software almost always leads to a frustrating experience for anyone that must use it. The opposite is true as well: choosing a mortgage lending software, or mortgage automation system, that presents a clean, streamlined, and intuitive front to […]
As you probably know, we’re SUPER BUSY launching our automated asset verification feature, but in the meantime we’ve got some new usability improvements to show off. We’ve added more customization to some of the core functions of Floify, like adjusting the timing of the deadline notice. Edit document name and description Sometimes, when a borrower […]
Use these social media marketing tips as part of your overall marketing strategy Social media is no longer a phenomenon, it is now the norm. According to polling conducted by Pew Research Center, 72% of all adult internet users are on Facebook. The data also shows that social media isn’t just for young-folk anymore: Beyond the […]
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 connect with new referral partners, and how they go about reinforcing those relationships to generate more business […]
With borrowers becoming more and more digitally inclined, a well designed mortgage website with easy-to-use tools and lead capture devices is an absolute must. After you’ve got those pieces in line, use these website tips to take your personal mortgage brand to the next level, build trust with your clients, and stand out from the […]
One of the most popular features of the Floify platform is the automated status updates and mortgage milestones. This is a simple way to keep your borrowers, loan partners, and referral partners in-the-loop and informed with a couple clicks of your mouse. Now you have more flexibility when sending out your mortgage milestones email updates! TO […]
We know that loan originators thrive on referrals from real estate agents and other partners, so we’ve created a way to bring those third parties closer to you! Now you can give your referral partners their own portal. Once there, they can track the progress of loans that you’ve invited them to, upload documents, and […]
Stop Floify Emails From Going To Spam Email does not guarantee delivery. You can, however, take a few action-steps to give Floify a better chance of ensuring your initial needs-list email (and others) get to where they belong: Your borrowers’ inbox. Floify sends email on your behalf. What this means is that while you are […]
Needs-list email suggestions and samples For many of our customers, this automated email is the first introduction their borrower will get to the secure portal where they will be uploading their personal documentation. This email can be crucial in order to ensure a smooth, and quick, process. The big question: what exactly are we trying to accomplish […]
Click link. Give info. Send docs. Pre-Qual? Wouldn’t it be nice if a prospective borrower could click a link on your website, self-start a loan flow, and send in the basic pre-qualification needs list docs? All before you’ve ever spoken to them? Now they can. And more. With Floify’s self-signup feature, prospective borrowers can click […]
Floify comes with a nice set of defaults, but much of the system can be custom tailored Did you know that ALL of the emails that floify sends to your borrowers and referral partners can be customized? How about the milestones? Quick packs? Some of these features require a trained hand. Thinking about making changes? […]
Written by Floify’s Dave Sims for Inman.com. Reposted here with permission. Differentiate your mortgage business from the competition with more than just “great customer service.” Provide what millennials and a surprising number of older borrowers want — automated mortgage process status updates. I’m going to show you how to do this. Every loan officer purports […]
One of the most important things Floify does is sending out Needs List emails to borrowers when you start new loan files in Floify. SIDE NOTE: To keep your Needs List emails out of your borrowers’ spam, have your IT person follow the directions below. Needs List emails are sent out by Floify, on behalf […]
Competition is everywhere, in all types of businesses. As a loan officer, you obviously have your share. Here are some ways to set your brand apart as well as generate more leads. 1. Take Advantage of Social Media If you’re not as active on social media as you should be, you’re robbing yourself of a […]
There are several mistakes loan originators make that can result in several major issues, killing the chances of further referrals. However, as damaging as these mistakes can be, they’re actually fairly easy to fix — all it takes is a little effort to improve organizational processes. Here are some of the more common problems along […]
More Email Templates! New Floify.com capabilities went live last night: Now you can create customizable email templates for three more standard emails: Add Document notice (sent when you add a new doc to a loan) Reject Document notice (when you reject a doc) Deadline notice (when borrowers are reminded to upload their missing docs) Now […]
Floify.com announces new loan document organization capabilities, making it simple for lenders to find their loan documents fast. Today, Floify.com announced that it has new capabilities to perfectly organize any lender’s loan documents: Loan Dashboard: New “traffic light” metaphor aids in determining loan status at a glance Deadlines: New graphic labels indicate whether loan deadlines […]