Floify’s Innovation Recap – May 2018

The month of May saw Floify launch an all-new, next-generation 1003 loan application; complete with an interview-style questionnaire, TurboTax-like section reviews, and support for auto-generated document needs-lists. Since that May 1st launch, we’ve been busy! We’ve rolled out a number of updates to Apply Now 2.0, new credit reporting agency integrations, and more. Check out what’s new at Floify: Apply … Read More

Why a Mortgage Point-of-Sale is Essential for Reducing Loan Cycle Time

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

Powerful Update to Floify Deadline Reminder Scheduling and More

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

Floify Enables Progressive Web Apps for Loan Originators

We’ve recently rolled out a new feature that continues our commitment to creating a smooth and powerful mobile borrowing experience for your clients, as well as offering loan originators another opportunity to further develop their brand. If you are a Floify Business customer, this new update allows any of your borrowers or agents who use their phone or tablet 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 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

Unveiling Floify’s Most Recent Product Updates

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

Floify is Pushing the Integration Envelope to New Boundaries

In order for our customers to lead the mortgage industry in efficiency and productivity, Floify knows it’s vital that we build a platform that promotes integration and seamless communication between multiple mortgage software systems. To accomplish this goal, we struck out with a multi-pronged plan. First, we would continue to build important native integrations to the best-of-breed systems our customers … Read More

How LOs Use Custom Fields and Layouts to Quickly Assess Their 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