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Mortgage Compliance

5 Essential Features of Cloud Mortgage Software

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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How Lenders and Loan Originators Can Avoid Hacks in Mortgage Document Management

Borrowers need to submit quite a bit of personal information on a typical loan application. No matter how scrupulous the mortgage lender and the loan originator might be, sensitive data may be needlessly exposed through exchange over the internet. At Floify, we understand how to keep personal data out of the hands of would-be hackers. […]

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Borrowers Hate Emailing Their Tax Returns

Email is insecure and borrowers know it. Most email is transmitted unencrypted, allowing hackers with access to any point between sender and receiver to steal email. Hackers especially love open WiFi networks. Borrowers don’t want the most private details about their lives to be seen by others or captured by identity thieves. Very understandingly, they […]

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