The Best of Floify’s 2019 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, …

Multi-language Subtitles, Downloadable PDFs, and More: Floify’s All-New Loan Application Has ArrivedThe best LOs know that having a customizable, cutting-edge loan application is a critical differentiator for their mortgage business. It allows them to offer borrowers a smooth, friction-free experience when applying for a loan and reduces the amount of time and effort required by back-office staff to complete and …

The Simple Sales Tactics That Win Deals 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 …

Adapting Loan Workflows To Serve Diverse Communities 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 …

Generating Opportunities by Dialing Your Database – and How to Carve Out the Time to Do ItEvery business professional has heard the statistic ad nauseam. It costs 5 times as much to acquire a new customer than to retain and reactivate a current customer. So you invest in technology to automate email marketing campaigns or maybe commit to a direct …

How Loan Originators Reinforce Referral Relationships with Floify Longtime loan originators know that there are two major profit centers for their mortgage business. The first is the limitless potential of their client database, providing tons of opportunity for refinances as well as new purchase business. The second comes from developing a network of partners that consistently refer you new business, …

Catering your Process to the Largest Demographic of Homebuyers – Millennials Everyone has seen the statistic: the Millennial generation represents the largest share of potential homebuyers. This is true. Millennials passed Baby Boomers a few years ago and now account for 36% of potential homebuyers, versus a 32% share for Baby Boomers. The gap widens every year. Contrary to the conventional …

Floify’s Director of Engineering Wins HousingWire Insiders Award 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 …

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

How to Gain Additional Insight Into Your Loan Pipeline with Floify Floify’s loan pipeline is not a static element of the system. Originators have the power to customize which data points are displayed on the loan pipeline, and can then easily sort the loan flows to meet their needs. Consider that within Floify you’ve got your entire active loan pipeline …