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 …

Credit Reporting Agencies for Mortgage Loan Originators In the retail loan origination industry, everybody knows the importance of a long, positive credit history. Most loan products require it, underwriters look for it, borrowers need to have it, and loan originators use it as a method to qualify their applicants prior to ever submitting the URLA. After obtaining an authorization to pull credit …

How to Generate Additional Mortgage Leads from Referral PartnersReferrals are the lifeblood of the mortgage originator. As a mortgage or loan officer, nurturing relationships with real estate agents, brokers, and other trusted partners that send you mortgage leads is crucial for keeping your business pipeline robust. This article will guide you in strategically acquiring new referral partners and activating those …

New and Updated Integrations: CBC Innovis, LendingQB, UberWriter, TWNFloify’s robust suite of integration offerings is one of the many features that have helped our solution differentiate from other mortgage point-of-sale systems on the market. Over the years we’ve added more than two dozen native and third-party integrations with credit reporting agencies, verification services, eSignature providers, cloud storage platforms, LOS systems, …

Social Media Marketing for Loan Officers In 2019, having a social media marketing strategy is a must-have component for every loan officer, whether they are growth-minded or simply wanting to maintain and strengthen existing relationships. Just a few years ago not everybody would have considered social media to be such an important piece of their business. So why is social …

Accelerate Your Lending with Floify’s Integrated Verification ServicesEver since Quicken Loans rolled out their Rocket Mortgage product, the mortgage industry has been playing catch-up. Potential borrowers watched advertisements touting direct-source verifications that allowed them to provide instant access to the information the lender needed – without having to source the docs themselves. This type of instant gratification and service expectation …

Essential Mortgage Software for Loan Origination Teams in 2021 Today’s modern loan originator relies upon a number of mortgage software systems in order to maintain a smooth end-to-end workflow. These systems provide a wide spectrum of services to lenders and originators, allowing them to stay organized, market their services, maintain their pipeline, and access cost-saving efficiencies. And as a lending …

MeridianLink Verifications Come to Floify, Plus a Refreshed Loan Pipeline and More! You may have noticed that your Floify loan pipeline has a different look and feel to it than what you were experiencing just a week ago. Good news! You’re not seeing things! In continuing our efforts to build a mobile responsive system, the loan pipeline has been rebuilt with a …

Create the Ultimate Borrower Experience by Embedding Floify in your WebsiteDISCLAIMER: THE TECHNIQUE DESCRIBED BELOW IS CONSIDERED ADVANCED, AND SHOULD ONLY BE IMPLEMENTED BY A QUALIFIED WEB DEVELOPER. FLOIFY DOES NOT OFFER SUPPORT FOR EXTERNAL EMBEDDING. Out of the box, every Floify team is given a branded and unique subdomain where their point-of-sale and 1003 loan application lives on the web. …