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 uploading of borrower bank statements. The inefficient and … Read More

New Idle App Notification Reminds Prospects to Finish Incomplete Loan Apps

floify mortgage software update

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 but have not gotten it to the finish line … Read More

Mortgage Brokers! 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 digital landscape. With the powerful point-of-sale capabilities … Read More

Why Email Marketing is Still A Great Strategy for Loan Originators in 2019

email marketing for loan officers originators

Here’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 all of the attention is being paid … Read More

Floify’s 2018 Year in Review

It’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 that was 2018 and … Read More

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 contain can be incredibly overwhelming if you don’t know … Read More

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 Application Started Notifications Thanks to popular demand, we’ve just rolled … Read More

Credit Reporting Agencies for Mortgage Originators

mortgage credit reporting agencies for originators loan officers

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 from the applicant, many originators … Read More

How to Generate More Mortgage Leads from Referral Partners

Referrals are the lifeblood of the mortgage originator. Having real estate agents and other trusted partners sending you mortgage leads is one of the best ways to keep your pipeline full. We’ve spoken with some big producers about how they go about acquiring new referring partners, as well as the steps they take to activate those relationships in order to generate … Read More

Case Study: Alex McFadyen and The Mortgage Pug

alex mcfadyen mortgage pug

We recently sat down with British Columbia-based mortgage advisor and founder of The MortgagePug, Alex McFadyen, to discover how his passion for the mortgage industry and investment in emerging technology are making the lending process better than ever for his borrowers. McFadyen, who believes a good experience does not end when a mortgage is funded but continues on through support, … Read More