How Mortgage Originators Can Accelerate Needs List Gathering 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 …

Microsoft® OneDrive® Now Integrated In Floify 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 …

Co-branding Floify Landing Pages with Your Agent Partners 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 …

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

Floify Now Compliant with Americans with Disabilities Act (ADA) for Mortgage Borrowers Floify is excited to announce that after a massive development push, our system’s borrower-facing mobile and desktop views are compliant with the Americans with Disabilities Act’s (ADA) Web Content Accessibility Guidelines (WCAG) 2.1 AA standard. Now, clients who are blind or have visual or hearing impairments have full and equal …

Partners Credit joins Floify’s Growing Library of App Integrations 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 …

5 Step Guide to Delivering an Amazing Mortgage 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 …

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 …

Convert a Partial 1003 into a Live Loan Flow When Borrowers Get Stuck – And Get a Valid FNMA 3.4 Data File to Work WithFloify now provides the option to convert a partial, in-progress, loan application into a live loan flow – complete with a valid FNMA 3.4 data file! No more frustrating stops-and-starts! Now, LOs can continue to work …

Simplify Bank Statement Gathering with an Improved AccountChek™ WorkflowFloify’s integration with VOA provider AccountChek™ by FormFree just became much more powerful! AccountChek’s Day 1 Certainty™-approved asset verification service eliminates the hassle of collecting paper statements from borrowers by using data sourced directly from financial institutions to securely analyze and verify assets in minutes. A recent round of updates to our integration has …