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Top Mortgage CRM Software Review

top mortgage crm software

Mortgage industry-specific solutions now the normA 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 there […]

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The 3 most common complaints about the mortgage lending process

mortgage lending process complaints

Avoid these mortgage lending process issues to win repeat business and referralsWe 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? Because 92% […]

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The right mortgage lending software improves borrower experience

mortgage lending software system

Avoid negative reviews, and win more referralsOne 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 borrowers and […]

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New stuff! Deadline notice timing, and edit doc name/description!

after selecting the edit icon you will be given the option to change the name and description of the document

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 […]

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Social media marketing for loan officers

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 […]

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How to Generate More Mortgage Leads from Referral Partners

generate mortgage leads

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 […]

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3 ways to improve your mortgage website

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 […]

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New improvements to mortgage milestones!

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 […]

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Boost Your Referrals with Instant Pre-Approval Letters

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 […]

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Customizing your needs-list email for max effectiveness

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 […]

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The mortgage process feature that will land you more business

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 […]

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5 Tips to Help Loan Officers Generate More Leads

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 […]

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3 Common Mistakes Loan Originators Make that Cost Them Dearly

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 […]

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“My Lender Knows Exactly Where My Loan Documents Are,” Said No One Ever

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 […]

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