Convert More Applications to Loans with Floify & Surefire CRMTo truly win more deals from the competition AND get those deals across the finish line, a loan originator has to have a well developed digital process in place to engage and educate prospects at all times of day or night. And, by combining Floify’s POS with Top of Mind’s Surefire …

Multiple Milestone Sets, Bulk Actions, and More Now Available in FloifyFloify just released a massive collection of new functionality designed to enhance and speed up workflows as well as improve upon the experience lenders deliver to their borrowers. Check out some of the highlights below!Different Loans, Different MilestonesFloify’s latest offering empowers loan originators to ensure their milestone updates are in …

3 Ways We’re Helping You Prepare for the New URLA It’s been nearly five years since Fannie Mae and Freddie Mac originally unveiled a redesigned version of the uniform residential loan application (URLA). After a number of modifications over the years, the mortgage industry is finally moving forward with the new form. Starting March 1, usage of the redesigned URLA …

BIG Features and Integrations – The Tale of Floify’s 2020What… what actually just happened? The world is writing the final pages of the book of 2020 and for most people, it probably feels like they just got spit out of the latest Stephen King novel. But the story for the mortgage industry was more like an action-packed survival book, full of …

Get Valuable Insight Into Your Lending Operation with Floify’s New Reporting & Analytics DashboardToday’s most successful (and profitable) businesses are those that use their internal data to quickly identify and implement tactical process improvements. And, now, we are making it easier than ever for mortgage lenders to access and visualize their loan and borrower data with the launch of the …

Co-Pilot a Loan Application – Now Available in FloifyFloify’s new 1003 Co-Pilot feature helps loan originators provide their borrowers and prospects with live, on-screen assistance during the process of completing their loan application. With Co-Pilot, LOs gain another powerful way to get complete applications into their pipeline faster and take their modern borrower experience to the next level. Helpful Guidance …

Using Floify’s Custom Fields, Layouts, and Business Rules to Manage Loan File TasksThe most successful producers in the mortgage industry understand the value of systematically managing the tasks that need to be completed in order for them to efficiently move a transaction towards completion. These originators have huge pipelines with many moving pieces and can remove a tremendous mental burden …

Track Over 100 Events With Floify’s Updated Audit Log Who added this document request to the loan flow? Was an email update sent to the borrower? How about via SMS? Did the Realtor get it as well? When did this setting get updated? WHAT CHANGED? Floify’s new and improved Audit Log feature makes it easier than ever to get the …

Top Mortgage CRM Software ReviewIndustry-specific Mortgage CRM Solutions Preferred by Loan Originators Last Updated July 12, 2023 A high-quality mortgage CRM is a critical piece of software for a loan officer and their team. It keeps their prospects, customers, referral partners, and other contacts all organized in a central location. Arguably more important than the system itself is the fit …

Integrate with LendingPad® Floify is incredibly excited to announce our upcoming integration with the popular LendingPad® LOS system. LendingPad is an innovative, end-to-end LOS solution that offers mortgage brokers the ability to originate a loan anywhere with a secure internet connection. Additionally, brokers can receive leads from consumer online portals, in-house loan officers, retail branches, and call centers. Serve your clients …