The Best of Floify’s 2019

floify 2019 year in review

It was an eventful year in the mortgage industry! From historically low interest rates and record-high equity to the long-awaited URLA guidance, 2019 offered plenty of opportunities for success – while also keeping everyone on their toes. For our part, Floify reached some incredible milestones, launched a number of new integrations, developed many new features, and even took home some … Read More

The Simple Sales Tactics That Win Deals

boost sales and win deals with responsiveness and lead nurturing

If it’s been said once, it’s been said a thousand times: mortgage lending is a relationship business. But what originators don’t mention is how to master the early stages of the relationship-building process in order to win the business of a prospect that is likely also inquiring about a loan with your competition as well. Because unless the LO already … Read More

Design, Update, Mandate, Delay: What Is Going on with the Redesigned URLA?

URLA redesign timeline and expectations

In 2016, the GSEs Fannie Mae and Freddie Mac unveiled a redesigned version of the uniform residential loan application, marking the first changes to the form in nearly 20 years. The update was intended to modernize the form with a new layout designed to support the efficient and accurate collection of information and data and to help the industry identify … Read More

Adapting Loan Workflows To Serve Diverse Communities

adapting loan workflows

In order to maximize loan production efficiency, and gain all of the benefits associated, a loan originator and their team must develop and hone their workflow, polishing away blockers and rough patches until what remains resembles the well-oiled machine that was sought. But what happens to that carefully planned workflow when variables are changed? A loan originator that is not … Read More

Why Originators Should Prioritize Mortgage Loan Profitability

mortgage profitability

The mortgage industry has long had a fixation with loan volume and total units as the definitive measuring stick of lending success. Every year there are various rankings published that all utilize these metrics to determine where lenders and originators should fall on the list. But while market share is important, at the end of the day all of these … Read More

Using Business Rules to Automate Mortgage Document Needs List Generation with Floify

auto-generate mortgage document needs lists with Floify

Floify’s mortgage automation engine is packed with powerful and flexible functionality that truly allow loan originators to create their ideal point-of-sale system. One of the fundamental drivers of the platform’s flexibility is the ability to utilize conditional logic, or business rules, to design custom workflow automations. Triggers can be leveraged to dynamically change lender or borrower loan layouts or fire … Read More

Floify’s Director of Engineering Wins HousingWire Insiders Award

housingwire insiders award winner dave lamy

Floify is proud to announce that our very own Director of Engineering, Dave Lamy, was recently selected by HousingWire to receive their prestigious Insiders Award. The Insiders are professionals their companies turn to with their most important or challenging projects because their contributions and hard work lead to superior results. Only 50 winners are carefully selected from throughout the entire housing industry. … Read More

Conveniently Order Credit, VOA, VOE, and VOI via MeridianLink Affiliated Agencies

meridianlink verification integration floify

Floify supports integration with 50+ credit reporting agencies through various direct and networked CRA connections. Some of the most well-known and heavily used credit agencies amongst those integrated with the platform are also affiliated with MeridianLink’s Mortgage Credit Link (MCL) solution, including: Advantage Credit Birchwood Credit Services Certified Credit Reporting CIS Credit Plus Credit Technologies Credit Technology, Inc. Sarma SettlementOne … Read More