Mortgage Lenders Get Productivity Boost from New Document Categories and Quick Packs from Floify.com

Today Floify.com announced that mortgage lenders using Floify.com to collect and process mortgage documentation from borrowers can now create document categories and quick packs, which makes life easier for everyone involved in the process.

To reduce the dread often associated with mortgage applications, lenders can categorize borrower document requests into groupings such as "Income" and "Assets", using a proven method to increase borrower engagement in the document collection process.

Lenders can also define a "Quick Pack", which includes a set of documents that are required for a particular type of loan. You can create multiple quick packs for the loan products that you offer to your customers.

Quick Pack

To create a document category, just follow these simple steps:

  1. Login to Floify and navigate to the Templates page.
  2. Click the Manage Template Document Categories button.
  3. On your Manage Template Document Categories page, click "Add Category" to add a new category. You'll see something like the screenshot below.
  4. In the Name text input box, enter category Assets
  5. Click Save on the bottom.
Category

To create a quick pack, just follow these simple steps:

  1. Login to Floify and navigate to the Templates page.
  2. Click the Manage Quick Packs button.
  3. On your Manage Quick Packs page, click "Add Quick Pack" to add a new pack. You'll see something like the screenshot below.
  4. In the Name text input box, enter W2-Employed and select the documents for this quick pack
  5. Click Save on the bottom.
Add Quick Pack

To select a quick pack when starting a loan flow, just follow these simple steps:

  1. Login to Floify and navigate to the Templates page.
  2. Click the Start New Loan Flow button.
  3. On your Start New Loan Flow page, you'll see something like the screenshot below.
  4. In the drop down list, select W2-Employed quick pack
  5. Click Start New Loan Flow on the bottom.
Start New Loan Flow

When a borrower logs into Floify, they will see the new loan view, where their documents are grouped based on document categories, making it easier to manage when submitting their documents.

Borrower View of Documents and Categories

What does Floify.com do for lenders?

  • Collects Loan Documents: Borrowers upload exactly the info lenders need.
  • Loan Document Dashboard: Loan document status at a glance, for all loans.
  • Loan Officer Assistant for $1.63 a day
  • Rockets lender productivity
  • Seamless borrower engagement

About Floify.com

Floify.com collects and organizes loan documents. For mortgage brokers and loan originators, Floify rockets lender productivity.

"Using Floify.com is like having a Loan Officer Assistant for $1.63 a day," says a branch manager of a national mortgage company.