Create a Single-Access Mortgage Experience Your Borrowers Will Enjoy Modern digital systems have become integral in organizing and providing transparency into complex aspects of everyday life. You may do your general banking with one institution, invest with several others, and have a loan with someone else, but by using a platform like ‘Mint.com’ or ‘You Need a Budget’ a person …

How to Increase the Success Rate of Mortage Software Adoption There has been a technological movement happening on the origination side of the mortgage industry for a few years now. New, powerful mortgage software systems are allowing lenders to become leaner with their operations, optimize their borrower’s experience, and put forth a more efficient process that gets people into homes …

Managing How, or When, Floify Sends Notifications to Borrowers A core automation of the Floify platform involves the system-generated notifications that are sent to borrowers that help keep them accountable, informed, and actively participating in their loan. The six automatic system notifications include: Needs List Add Document Notice Reject Document Notice All Docs Accepted Notice Deadline Notice Idle Application Notification …

Floify Now Supports eSigning via Integrated Document Solutions (IDS) Floify now supports integration with IDS (Integrated Document Solutions) to provide eSigning capabilities within the Floify point-of-sale interface. When this integration is active, Floify will automatically pull in document packages from IDS and trigger notifications alerting the borrower to a new request. To respond to an IDS eSignature request, borrowers will simply log …

3 Friction-Filled Processes that Frustrate Mortgage Borrowers Before ever starting their first loan application, many potential homebuyers are constantly reminded of how difficult and frustrating the mortgage process is. This is because for so many borrowers over the years the home financing journey was filled with friction that led them to associate getting a mortgage with getting a root canal. “Nothing is smooth or …

Elevating the Borrowing Experience With Floify’s Customizable Email TemplatesThe Floify system sends borrowers, referral partners, and loan team members 6 different automated email notifications to keep stakeholders informed and accountable, and also up to 14 unique loan milestones to maintain transparency throughout the loan origination process. Each of these notifications or milestone status updates is backed by a fully-customizable email …

Maximize Branding Opportunities with Floify The Floify mortgage automation platform is one of the most heavily customizable systems available in the industry. Everything from our milestones, email templates, 1003 application, custom fields and layouts, and much more can be configured to meet the individual needs of the loan origination teams that rely on the system to interact with their clients. …

8 Ways to Stay Connected with your Mortgage Client Database You’ve likely heard the infamous statistic about how it costs 6 to 7 times as much to acquire a new client than it does to keep an old one. The thing is… it’s true. While the numbers may vary slightly from industry to industry, the fact remains that it costs …

Enhance User Security with Floify’s New Password Controls The newest update to Floify provides lenders with a set of configurable security controls from which to craft their user password requirements. These settings, which can be accessed from your company dashboard, apply to users under the company’s umbrella and not borrowers or partners. Not only does a lender gain the ability to tighten …

Top Mortgage Professionals View Automation as One Cure for What Ails the Industry Margin compression has been at the top of the list of concerns for mortgage origination industry executives for quite some time now. As the regulatory environment has shifted and become more constricting, it now costs more and takes more time to close a loan. Add on top …