3 Ways to Make Your Referral Relationships a Two-Way Street The reality of today’s home buying environment is that most potential borrowers begin their journeys by engaging with a real estate agent. Even though the borrower may not know what type of loan they qualify for, this is the way most financed real estate transactions begin. Referring relationships are instrumental …

Floify’s Refreshed Mobile Borrower Experience and Other Updates Floify is committed to providing your borrowers with an easy-to-use, responsive, and fully functional mobile experience. Thus, Floify’s system has recently undergone a massive facelift of the borrower’s mobile user interface. Imagine you are a borrower. Your loan officer starts a loan flow for you in Floify and includes relevant document requests. …

Unveiling Floify’s Most Recent Product Updates With the conclusion of the holiday season, recent enhancements to the Floify mortgage automation platform may have gone unnoticed. Between usability and productivity updates, and new powerful apps and integrations with industry powerhouses, loan originators, and their teams will find that there are a number of new ways to further streamline their workflow. Usability …

Credit Technologies and Sarma Credit Reporting Vendors Join the Floify Family One of the first and most important steps a borrower takes during their home-buying journey is authorizing a lender to pull their credit report history. This critical piece of documentation dictates not just the type, size, and attributes of a loan a borrower may qualify for. It dictates if they …

The Newest Way to Find Out About Important Floify UpdatesWe constantly add Floify updates to the platform. If you log in to your Floify account right now, you may notice our new update banner at the top of your loan pipeline. We use this new in-app announcement banner to let customers know about important updates or upgrades to the Floify …

Use Custom Fields and Layouts to Quickly Assess Your Loan PipelineFloify’s custom fields, layouts, and business rules give originators and their teams a nearly infinite number of ways to store and access their data. This has naturally prompted some questions about exactly how mortgage professionals can use these features in meaningful ways. An example use-case comes to us from Melanie Taliaferro, Director of Training …

Homepage Search Engine Optimization for Mortgage Originators Search Engine Optimization. We know what you’re thinking: “Sounds scary.” Yes, to fully grasp what search engines like Google and Bing! want to see from you requires a doctoral thesis (which would be immediately outdated). The complex algorithms used by these search giants are constantly transforming in their effort to provide a quality …

Introducing the Next Big Thing: Custom Fields, Layouts, and Business Rules Just this week, we rolled out one of the most exciting and powerful feature updates to Floify in our history. The introduction of custom fields, custom layouts, business rules, and customizable dashboards will allow Floify Business customers to craft unique, dynamic data inputs. They can then use these features …

Fill Your Mortgage Pipeline by Re-Engaging Past Clients To grow a business organically, it’s imperative to leverage every resource available to you. Your past mortgage clients are one of the best growth channels you will ever have at your disposal. Referring new business isn’t the only thing past customers can do for you. Each year, a segment of these clients …