Floify Named One of 2017’s Most Innovative Companies - Read More!

Streamline Your Mortgage Office

Mortgage Processing

LenderHomePage integration and new notes feature

LenderHomePage.com integrates Floify platform   LenderHomePage.com has fully integrated the Floify platform into the services they provide for loan officers and lenders. LenderHomePage.com specializes in mortgage websites, mortgage calculator mobile apps, landing pages and web-based marketing services. Working hand-in-hand with a company that selected Floify as their mortgage automation platform, LenderHomePage.com was able to not […]

Read more

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

streamline mortgage disclosures

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 […]

Read more

3 Problems Caused When Mortgage Software Systems Don’t Talk to Each Other

mortgage software systems technology integration

Steer clear of these unintended, and completely avoidable, issues with your mortgage tech Over the last couple of years there has been a surge in mortgage software systems coming to market, including CRM’s, LOS’, eSignature, cloud storage, marketing automation, and others all designed to help a loan officer and their team become more organized and […]

Read more

6 Ways Loan Management Software Improves the Mortgage Process

loan management software

In every industry, finding ways to be more efficient is critical to increasing output. In the mortgage industry, spending less time gathering and processing documents and communicating updates to your team and to your clients can dramatically increase the amount of loans you can service. Below, we outline 6 ways Floify loan management software can […]

Read more

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% […]

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

Master the Floify deadline reminder

Floify sends borrowers friendly reminders when they still owe docs After a set period of time, if your borrowers still have unfulfilled or pending document requests, Floify will send them a (customizable) friendly reminder to get you those docs. If borrowers continue to owe documents, Floify will send that reminder email every week thereafter. Along […]

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 […]

Read more

Floify has a cool new feature!

New feature: Simultaneous document accept and reject   With the rollout of Floify’s new simultaneous accept and reject feature, you no longer have to discard your borrower’s docs if they don’t completely fulfill your request. Users now have the ability to reject the document, re-issue the document request, but still accept and store the document […]

Read more

How eClosings improve mortgage experience

eclosings mortgage experience

CFPB study links higher scores with technology-supplemented eClosings Embracing the benefits of technology can potentially provide a smoother, more efficient closing process for borrowers as well as less delays and costs for lenders. Let’s review in detail a recent Consumer Financial Protection Bureau (CFPB) study, where mortgage eClosings were associated with higher scores for certain […]

Read more

Floify’s DocuSign eSignature Integration is Now Live

Floify’s integration with DocuSign is now live and usable from your lender dashboard. With this powerful integration, Floify can become your single customer-facing portal for document collection AND eSignature. In order to use the DocuSign integration, you must have or sign-up for a DocuSign user account. Then, you must link your floify to your DocuSign […]

Read more

floify has new features!

We’ve got some exciting new features that are now live on Floify: Floify users will now see the number of documents pending review in their pipeline dynamically shown in their browser’s tab when at the home dashboard. Use the filter option to only display the number of docs pending review for a particular team member. […]

Read more

Workflow Tasks Phase 2 Complete + Box.com Integration

Earlier this month I wrote about scaling mortgage production with workflow tasks in Floify. Since then, we’ve finished Phase 2 of Floify Workflow Tasks. It’s live on Floify now. Back Office Workflow Tasks For a clean closing, besides collecting the usual documents from borrowers, you need to collect other documents like: Title Commitment Appraisal Verification […]

Read more

Scale Your Mortgage Production with Workflow Tasks

Talking to mortgage branch managers over the last six months, a theme has emerged: “I can’t scale loan originations without software to make sure I meet my closing deadlines without surprises, with transparency throughout the process.” Frustrations If you’re a branch manager and you’ve ever been frustrated by: Your inability to quickly see the status […]

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

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 […]

Read more

Floify.com Accelerates Secure Mortgage Document Collection with a New Enterprise Customer and a New Software Release

mortgage document collection

Today Floify.com announced the acquisition of a new enterprise customer and a new software release for its secure mortgage document collection software-as-a-service. Today Floify.com has announced two significant new milestones with its secure mortgage document collection service: A high-producing Texas mortgage originator with a large staff signed an agreement with Floify.com to make the Floify […]

Read more

Fannie Mae 1003 Mortgage Applications and 3.2 Data Files Now Supported by Mortgage Documentation Collector Floify

1003 mortgage application

Mortgage brokers using Floify.com to collect and process mortgage documentation from borrowers can now collect a Fannie Mae 1003 mortgage application and create Fannie Mae 3.2 data files. Floify today announced Fannie Mae 1003 mortgage applications and 3.2 data files are now supported by its mortgage documentation collection cloud service. Floify not only collects paystubs […]

Read more

Top