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 …

Leverage Direct-Source Asset Verification via Floify’s Plaid Integration Floify’s newest integration with Day 1 Certainty-approved verification provider, Plaid, allows lenders who have an existing Plaid account to seamlessly order and receive digital asset verification reports from Plaid directly from within their Floify user interface. Plaid’s asset verification solution helps origination teams cut loan processing times by eliminating the sourcing and …

New Idle App Notification Reminds Prospects to Finish Incomplete Loan Apps Floify’s interview-style Apply Now 2.0 loan application is designed to help loan originators and their teams maximize their pull-through rate, and reduce the friction and frustration that many borrowers ascribe to the loan application process. But sometimes your prospects could use a little nudge or reminder when they’ve started an application …

Floify Is Now Integrated with AFR Wholesale We are excited to announce that the Floify mortgage automation platform has now integrated with one of the nation’s leading wholesale lenders, AFR Wholesale. The new partnership provides AFR’s mortgage broker partners with the means to create a streamlined origination, submission, and approval process while ensuring their ability to compete in an increasingly …

Why Email Marketing is Still A Great Strategy for Mortgage Loan OriginatorsHere’s a stat that will blow your mind in 2019: 50% of consumers still prefer to be contacted by brands via email. –Adobe Or how about this one: Email is nearly 40 times more effective at customer acquisition than Facebook and Twitter combined. –McKinsey When it comes to digital marketing techniques, it seems like lately …

Floify’s 2018 Year in ReviewIt’s hard to believe that 2018 is already coming to an end. Final touches are being put on year-end reviews, and planning for a successful 2019 is already underway across the mortgage industry. Before we launch ourselves completely into the New Year, we thought this would be a nice opportunity to reflect on the fantastic year …

5 First Steps to Take After Purchasing a Mortgage Point-of-Sale It’s clear that the web-based mortgage point-of-sale is here to stay, and is viewed as a critical component of the modern day mortgage lending operation. LOs are rapidly adding these systems to their mix, but not everyone is achieving instant success. For some, the sheer volume of customizations and settings these platforms …

Floify Introduces New Loan App Notification, VOA Integration, and more! In continuing our dedication to innovation throughout the entire mortgage origination process, we recently launched several enhancements to the Floify platform. This recent round of updates has a little something for everyone, including an oft-requested loan application notification, new Day 1 Certainty-approved VOA provider integration, compliance controls, and more! Loan …