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 …

Access CIS, Informative Research, and SettlementOne Credit Reporting via Floify’s Massive Integration Library Loan originators using the Floify platform have long enjoyed the platform’s document management capabilities to keep their loan files organized and centralized in one location. In just a few minutes, LOs and processors can analyze their entire in-process pipeline and immediately know exactly which files have outstanding …

Securing the Data and Trust of Mortgage Borrowers Here we go again. Another massive lapse in data security. This time it was Capital One, and a misconfigured firewall, that allowed a hacker to access the personal information of 106 million people. That’s just the latest. Earlier this year an independent researcher discovered an unprotected database, maintained by mortgage servicer Ascencion, that contained …

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 …