Floify, the leading provider of mortgage automation software has teamed with mortgage industry veteran, Rob Chrisman, to develop a white paper in response to feedback from loan officers who were asking how they could better prepare their teams for the “year of mortgage technology”.
As the mortgage process becomes more streamlined, loan officers place increasing demands on the platforms they rely on to grow their businesses. Becuase of this, the roles and skill sets of their teams must shift to include managing technology as well as learning to navigate more automated processes. New technologies include lead generation applications, automated verifications, and leveraging mobile apps like Floify’s mobile mortgage app, which allows originators to manage their pipelines from any device.
The new white paper, The Future of Mortgage Technology covers insights on how technology integrations are connecting data sources between the borrower, realtor, lender, title company, underwriter, and the IRS. Loan officers and their teams will learn:
- Industry trends that are driving mortgage technology
- New skill sets loan officers need to have on their teams
- Survey results from over 400 LOs on top technology priorities
Floify (floify.com) is a mortgage solutions SaaS platform that streamlines the mortgage process by providing a secure communication and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan Originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. More than 130,000 users are registered on the platform, including loan officers, realtors, and borrowers. The company boasts an impressive 99.5% annual customer renewal rate with 13,000 loans started on the software every month. The company was founded in 2012, is based in Boulder, Colorado and privately held.
About Rob Chrisman
Rob is a 31-year mortgage industry veteran, senior associate of the STRATMOR Group, senior associate of the Mortgage Bankers Association of the Carolinas, and publisher of robchrisman.com. Rob serves on the board of directors for People’s Bank, Inheritance Funding Corporation, International City Mortgage, Axis AMC, and of California Mortgage Bankers Association.