The Path to $100M in Loan Volume — Watch the recorded webinar!

Streamline Your Mortgage Office

Mortgage Automation

5 Essential Features of Cloud Mortgage Software

mortgage software comparison

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 […]

Read more

Floify Enhances the eConsent and Auth to Pull Credit

econsent esignature edisclosure

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 […]

Read more

The Growing Importance of Having a Mobile-Friendly Platform

mobile smartphone fintech

Usage of mobile-friendly banking and financial tech continues to increaseAt the time of a 2015 study by the Pew Research Center, 68% of adults in the US owned a smartphone. This figure was a steep rise from the 35% of adults that had a smartphone in 2011, just four years earlier. Tablet computer ownership has also […]

Read more

How Does Asset Verification From AccountChek™ by FormFree Work?

Since we announced our partnership with AccountChek™ by FormFree, many people have asked us, “how does AccountChek™ asset verification actually work?” Fortunately, the secure, direct-source verification process is simple and straightforward to use for both lenders and borrowers.What steps do the lender and borrower have to take?As a lender, there are only a few steps that […]

Read more

Floify and FormFree Partner To Deliver Secure Automated Asset Verification to Mortgage Industry

floify formfree accountchek automated asset verification

Partnership protects and improves the security of financial data shared between lenders and borrowersBOULDER, Colo., Dec. 14, 2016 —Floify and FormFree today announced a partnership that integrates FormFree’s AccountChek™ asset verification solution with Floify’s mortgage automation technology platform. The partnership enables Floify’s lenders to request, analyze and certify a borrower’s financial data directly from their […]

Read more

The next generation of borrowers will demand a digital mortgage experience

digital mortgage experience millennial

There is a shift underway in the mortgage industry towards the adoption of technologies that give borrowers a digital experience and that create efficiencies and cost savings in loan production for lenders. This shift was a central theme at the Mortgage Bankers Association’s annual conference last month as speakers and panelists noted the mortgage industry’s […]

Read more

Floify Now Integrates with over 16,000 Top US Financial Institutions

automated asset verification integration banks

Floify’s mortgage automation platform now integrates with over 16,000 top US financial institutions, allowing loan officers the ability to quickly and securely verify transaction history for borrower checking and savings accounts, lines of credit, and investment assets such as CDs and money market accounts.Floify’s network of banking partners is now the largest in the mortgage […]

Read more

Floify’s Lastest Product Release Automates the Collection and Verification of Borrower Documents

automated income verification

Floify speeds loan process for loan officers and homebuyers with automated verification of borrower income, assets and tax returns.Floify, a leading mortgage automation technology platform, announced the release of new automated verification features that accelerate the time-consuming and manual mortgage process of collecting and verifying borrower loan documents. Floify’s automated asset verification feature allows borrowers to […]

Read more

Automating the Mortgage Document Collection Process

mortgage document collection automation

Fast, pain-free, mortgage document collection Streamlining the lending process by automating the mortgage document collection process is a technological breakthrough that more and more borrowers are looking for when they choose their lender. Nonbanks like Quicken Loans (Rocket Mortgage) have already begun capitalizing on the efficiencies and loan file accuracy that these automations provide. Even Guaranteed Rate, a […]

Read more

How to build the team and mortgage process that will let you work less hours

improve mortgage process

Become happier, more productive, and more efficientBuild a team and mortgage process with purpose so that you aren’t grinding yourself into dust, and you will find that production and efficiency (as well as happiness) increase dramatically.Whether you’re working longer hours, checking your email as soon as you get out of bed, skipping lunch, or taking time […]

Read more

Lessons from Rocket Mortgage: create a hybrid mortgage machine

hybrid mortgage lending

The meteoric growth of Rocket Mortgage has demonstrated exactly what loan officers need to do to continue to be competitive in the marketplace of tomorrow. The answer? Adopt a hybrid mortgage lending process. A hybrid mortgage approach combines the traditional, relationship-heavy, lending techniques with modern technology aimed at enhancing and streamlining the process. Below, we’ll show you […]

Read more

Floify’s API is open for mortgage tech developers

A little over a year ago, Floify Founder and CEO Dave Sims wrote an article for in which he described the lack of open developer APIs in the mortgage tech space. (Dave does a great job of explaining the nuances of open vs closed APIs and the issues at hand in the article.) What […]

Read more

Automated asset verification is coming to Floify

Wouldn’t it be great if there was a way to securely and easily get borrower bank statements, retirement accounts, and other documents straight from your borrowers’ financial institutions into Floify? That would be fantastic. It’s called automated asset verification, and we’re bringing it to Floify. Automated asset verification This is going to be AWESOME.  We’re […]

Read more

We’ve made our Encompass integration even better!

Floify can now search Encompass for matching loan files Many companies we work with on an Enterprise level use our Encompass integration to tie their mortgage LOS together with Floify. We’re working hard behind the scenes to make that integration even more powerful! The newest addition to the integration is the ability to search Encompass […]

Read more

Why Lenders Should Consider Loan Automation

When a borrower begins the process of shopping for a loan, whether it’s for a real estate investment or a mortgage, they want to search the Internet for a good loan. They aren’t ready to talk to a person yet. We search for plane tickets, electronics, and cars online every day, and we expect to […]

Read more

Improving the Floify User Experience by Using Floify “In Anger” to Originate Loans

To experience everything that Floify customers do, I’m going to originate loans and use Floify for everything, with the goal of improving the Floify user experience for customers. The best way for a software developer to improve the user experience of their software is to use it every day, for real business needs. Using software […]

Read more