Streamline Your Mortgage Office

Mortgage Processing

Powerful Update to Floify Deadline Reminder Scheduling, and More

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Quietly 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 functionality even better, we just gave your deadlines a huge boost in customizability. Check out the the bevy of brand-new scheduling options that […]

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How Loan Officers Use Floify to Improve Referral Relationships

floify mortgage loan officer referral partner real estate agent relationship

As you very well know, success as a loan originator depends on your 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. But to truly push for the upper levels […]

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Floify’s Refreshed Mobile Borrower Experience and Other Updates

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As part of our commitment to providing your borrowers with an easy-to-use, responsive, and fully functional mobile experience, Floify 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, includes relevant document requests, and checks the box […]

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Mortgage Point-of-Sale? the What and the Why

mortgage point-of-sale point of sale

The mortgage industry has been rapidly moving to adopt technology systems that allow lenders to increase efficiency and thus reduce the overall cost to originate a loan – all while offering homebuyers a more streamlined, transparent, and technologically-enabled process by which to secure a loan. With this adoption has also come more definition. Where in […]

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Unveiling Floify’s Most Recent Product Updates

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With the conclusion of a busy holiday season, it may have gone unnoticed all of the great enhancements that have been made to the Floify mortgage automation platform recently. 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 […]

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How LOs Use Custom Fields and Layouts to Quickly Assess Their Pipeline

floify custom fields loan pipeline melanie taliaferro

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 […]

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Introducing the Next Big Thing: Custom Fields, Layouts, and Business Rules

Just this week, we rolled out one of the most exciting and powerful feature updates to Floify in our history. The introduction of custom fields, custom layouts, business rules, and customizable dashboards will allow Floify Business customers to craft unique, dynamic data inputs that can then be used in a number of awesome ways for […]

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Borrowers Can Purchase Homeowners Insurance Without Leaving Floify

The newest addition to the Floify App Store is going to make the purchase of homeowners insurance much easier on your borrowers, and get your processors the EOI they need even faster. With the Hippo Insurance App, loan officers can initiate a homeowners insurance quote from multiple carriers, and drop it in the borrower’s red […]

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The Digital Mortgage of Today and Tomorrow

digital mortgage

Today, borrowers live in a connected world where a pizza ordered from Dominos is tracked in every stage from ordering to delivery, and they’ve come to expect the same from their business interactions. This culture shift has created an expectation amongst consumers that the mortgage industry needs to embrace an end-to-end digital mortgage. What is […]

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LenderHomePage integration and new notes feature integrates Floify platform has fully integrated the Floify platform into the services they provide for loan officers and lenders. 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, was able to not […]

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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 […]

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

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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 […]

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6 Ways Loan Management Software Improves the Mortgage Process

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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 […]

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The 3 most common complaints about the mortgage lending process

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Avoid these mortgage lending process issues to win repeat business and referrals We 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? […]

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

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Become happier, more productive, and more efficient Build 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, […]

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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 […]

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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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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 […]

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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 […]

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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 […]

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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. […]

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Workflow Tasks Phase 2 Complete + 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 […]

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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 […]

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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 […]

Read more Accelerates Secure Mortgage Document Collection with a New Enterprise Customer and a New Software Release

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Today announced the acquisition of a new enterprise customer and a new software release for its secure mortgage document collection software-as-a-service. Today 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 to make the Floify […]

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

1003 mortgage application

Mortgage brokers using 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 […]

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