Customizing your needs-list email for max effectivenessNeeds-list email suggestions and samples For many of our customers, this automated email is the first introduction their borrower will get to the secure portal where they will be uploading their personal documentation. This email can be crucial in order to ensure a smooth, and quick, process. The big question: what exactly are we trying to accomplish …

Get the most out of your floify Floify comes with a nice set of defaults, but much of the system can be customized Did you know that ALL of the emails that floify sends to your borrowers and referral partners can be customized?  How about the milestones? Quick packs? Some of these features require a trained hand. Thinking about making changes? Let …

New feature adds admin oversight, shared support, and team customizations Company Dashboard goes live Business and Enterprise level companies with multiple teams/branches will gain further oversight, support, and customization benefits from our new Company Dashboard feature. Administrator Oversight: Company admins will now have the ability to oversee all manager accounts that fall under their company umbrella. Floify contains a large number of compliance-oriented …

How a loan officer’s focus on communication reinforces referral relationships Top Producer’s team keeps files moving forward, so he can bring in new business Don Owens, of Hamilton Group Funding, has a great motto for his mortgage branch: Why close on time… when you can close early. We recently spoke with Don to get some insight into how his team keeps …

Slowing down? Use your time to improve the efficiency of your mortgage workflow Take a big picture look at your processes Many lenders we’ve spoken with lately have indicated that their business is now entering, or is already in, a typical holiday slow period. This makes for the perfect time to assess processes and systems and make sure the machine …

Interview: Top producer and the CORE training coach Jen Hernandez Coaching other mortgage originators helps team leader stay accountable and productive Before Jennifer Hernandez and The Hernandez Team were funding 200 loans a year, she was crashing from working 12 hour days and eating lunch when most would eat dinner. Now, her team is a well-oiled machine producing $65 million in loan volume, and …

Why you should hire for culture, and train for skill in your mortgage officeEmployees who “fit” enjoy greater success and longevity Research has concluded that employees who fit well with their organization, coworkers, and supervisor had greater job satisfaction, superior job performance, and were more likely to remain with their organization. In other words: make sure your hire fits the culture …

Interview: Top Producer James Pulsipher Talks Mortgage Workflow Top mortgage originator uses tasking systems to set pace for 470 units funded in 2015 James Pulsipher is known within the mortgage origination industry for a couple of things: producing high volumes, and his preference for finding new levels of efficiency by using his brain and experience, not his wallet, to improve …

How eClosings improve mortgage experience CFPB study links higher scores with technology-supplemented eClosings Embracing the benefits of technology can potentially provide a smoother, more efficient closing process for borrowers as well as less delays and costs for lenders. Let’s review in detail a recent Consumer Financial Protection Bureau (CFPB) study, where mortgage eClosings were associated with higher scores for certain …

Interview: Loan officer Joe Bass focuses on organic growth for his mortgage office Process, personality, and humility have Joe Bass’ team on pace to close over $70 million in volume this year Joe Bass, of The Bass Group, has a goal: to be the #1 VA originator in San Antonio. On their way to that goal, his team achieved over 35% …