Mortgage Automation Platform, Floify, Launches Disclosure Desk, Streamlining Disclosure Workflow For Lenders

BOULDER, Colo., May 11th, 2017 — Mortgage Automation Software provider, Floify, announced the launch of their new Disclosure Desk, which allows lenders and compliance teams to streamline the entire disclosure process from within their Floify account. Floify launched Disclosure Desk in response to overwhelming demand from lenders for a more efficient and accountable way to manage the disclosure process and … Read More

5 Essential Features of Cloud Mortgage Software

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 of pages of documents, and … Read More

Floify Enhances the eConsent and Auth to Pull Credit

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 a loan officer … 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 (through Floify) for the Encompass … Read More

More new features and improvements!

We’re constantly improving the Floify software to make it faster and provide a robust suite of features. Check out our latest improvements below! Integrations Google Drive: Similar to our Dropbox and Box integrations, this integration will let users upload collected docs from Floify directly into their Google Drive cloud storage. Usability Pagination: We’ve started paginating your Active and Archived loan dashboards, 25 … Read More

New feature adds admin oversight, shared support, and team customizations

Company Dashboard goes live Business and Enterprise level companies with multiple teams/branches will gain further oversight, support, and customization benefits from our new Company Dashboard feature. Administrator Oversight: Company admins will now have the ability to oversee all manager accounts that fall under their company umbrella. Basic reporting functions will follow later this year. Unique Customizations: Individual LOs/Teams/Branches under the company umbrella will … Read More

Introducing Floify’s newest integration: Slack

Do you want a way to get immediate updates when borrowers upload docs to Floify? Would you also like a handy log of your conversations on a loan flow? We’ve integrated with Slack to provide those features. What is Slack? Slack is a wildly popular, and free, instant messaging app. The company is growing fast and currently valued at over … Read More

How a mortgage team used Floify to prepare for TRID

“Floify’s really helping to transition what we’re doing as a team, and I feel very confident that it’s going to be one of the critical factors that’s going to help us get through TRID.” During a recent check-in with a top producing mortgage originator, we were given a great tip about how her team used the Floify pipeline to measure … Read More

Short Form App and Homeowners Insurance Info Webforms Now on Floify

Webforms are an easy way to collect critical information from borrowers. It’s also very fast, since the borrower doesn’t have to download or upload anything. Floify just added two new webforms: Short Form App and Homeowners Insurance Info. If you already have a Floify account, you’ll find them in your Template Documents under the Settings menu. How to Use To … Read More

Why Emailing Official Mortgage Documents Is Not Safe

While email has been a boon to professional communication, it is not the necessarily the best tool for secure mortgage document management. Email jumps through several hoops on its way from sender to recipient, and security levels may vary hoop to hoop. At Floify we believe that a secure method of transfer is a vital part of managing mortgage documents … Read More