Access CIS, Informative Research, and SettlementOne Credit Reporting via Floify’s Massive Integration Library

Loan originators using the Floify platform have long enjoyed the platform’s document management capabilities to keep their loan files organized and centralized in one location. In just a few minutes, LOs and processors can analyze their entire in-process pipeline and immediately know exactly which files have outstanding conditions, and what those conditions are. But not all documents necessary for the … Read More

Securing the Data, and Trust, of Mortgage Borrowers

secure borrower mortgage data and documents

Here we go again. Another massive lapse in data security. This time it was Capital One, and a misconfigured firewall, that allowed a hacker to access the personal information of 106 million people. That’s just the latest. Earlier this year an independent researcher discovered an unprotected database, maintained by mortgage servicer Ascencion, that contained more than 24 million mortgage and … Read More

Simple and Efficient Task Management in Floify

manage mortgage tasks in floify

The most successful business professionals, in just about any industry, understand the value of systematically managing the tasks that need to be completed in order for them to generate profits. It’s a particularly critical piece for mortgage originators and their teams who juggle incredibly complex transactions on a day-to-day basis – with a seemingly infinite combination of loan products and … Read More

How Loan Originators Can Accelerate Needs List Gathering

gathering mortgage document needs list

The process of acquiring a home loan has many variables throughout that can determine not only when a loan will close, but also if it will close. At the top of this list and one of the biggest sources of frustration for loan originators, is document gathering. The reason is obvious. There is very little control for the LO during … Read More

Microsoft® OneDrive® Now Integrated In Floify

microsoft onedrive floify cloud storage integration

Today’s loan originator has numerous options available to them for the purpose of securely storing and organizing the documentation that they take in from their clients. One such method that has become extremely popular is the use of cloud storage platforms that provide loads of space at an affordable rate – allowing for access to your data anywhere there is … Read More

Co-branding Floify Landing Pages with Your Agent Partners

co-branded landing page hero

One of the more highly anticipated components of Floify’s re-designed landing pages is the ability for loan originators to create a unique co-branded landing page for any partner that they work with, in Floify. Co-branding with your partners has more benefit than just slapping a picture and some contact info on the page. Co-branding increases trust with your clients by … Read More

Add New Third Parties to Your Milestone Updates On-the-Fly

quickly add third parties to your loan milestone updates hero

A recent update introduced a new, quick way for loan originators to add third parties to their milestone updates — without having to first add the contact to the global address book in Floify. In addition, a third party that is manually added via the milestone update modal does not receive an invitation to participate in the loan flow, or … Read More

Partners Credit joins Floify’s Growing Library of App Integrations

floify new credit reporting app integration

The newest addition to Floify’s app integration library, Partners Credit, puts the power of seamless document management into the hands of loan originators who utilize Partners Credit as their credit reporting agency of choice, and Floify as their mortgage point-of-sale solution. Seamless One-off Credit Reports Through the Partners Credit app integration, originators and their team members will be able to … Read More

5 Step Guide to Delivering an Amazing Mortgage Experience

creating a positive borrowing experience

The overwhelming trend of the last few years in the mortgage industry has been a monster push to implement and integrate modern technologies that help streamline workflows, reduce paper-based processes, and create a more efficient environment for lenders and borrowers. But with more lenders getting up-and-running with their mortgage tech, attention is turning towards the overall borrowing experience and how … Read More

Create a Dynamic Entry Point for Your Digital Borrowing Experience with Floify’s Redesigned Landing Pages

Floify’s redesigned landing pages are PACKED full of dynamic new features that will help loan originators create an outstanding first impression, and better engage with their prospects, clients, and referral partners! Starting with a foundation of the modern, mobile-responsive design that LOs and borrowers have become familiar with, we’ve added brand new functionality like mortgage calculators, a simplified lead generation … Read More