MeridianLink Verifications Come to Floify, Plus a Refreshed Loan Pipeline and More!

floify mobile responsive and re-designed loan pipeline

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 fully mobile-responsive user interface. Modern design elements and transitions were … Read More

Top Mortgage CRM Software Review

mortgage crm software system

Industry-specific Mortgage CRM Solutions Continue to Rule the Day Last Updated 2018/9/21 A high-quality mortgage CRM is a critical piece of software for a loan officer and their team. It keeps their prospects, customers, referral partners, and other contacts all organized in a central location. Arguably more important than the system itself is the fit with your office workflow and … Read More

Create the Ultimate Borrower Experience by Embedding Floify in your Website

borrower mortgage loan experience

DISCLAIMER: 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. When your clients receive their first welcoming ‘needs list’ … Read More

New! Get More Insight at Application with Custom Questions

1003 loan application custom interview questions digital web-based

You may have noticed a theme in our product releases, since early-May. We have invested a tremendous amount of engineering effort and brainpower into Floify’s interview-style 1003 loan application to make it the best in the mortgage industry, and we are committed to maintaining that position by continuously upgrading the functionality and design. Our newest addition continues the trend by … Read More

3 Features That Wow Agents and Separate You From the Crowd

floify realtor referral partner agent features

Top producers in the mortgage industry all understand a fundamental truth that helps them maintain their success over a long period of time. Not only do they understand this truth, they constantly act upon it and even shape their business around it. To build a successful mortgage business, create jobs within your company because of your production, and provide a … Read More

Create Value by Consolidating Mortgage Software Systems

mortgage software

As each year passes, loan officers find that they have to re-evaluate their software stack to ensure that they have the most efficient and productive set of systems in place in order to create the most return on those investments. It’s a daunting process that becomes more overwhelming when considering the sheer size of the mortgage software stack that many … Read More

Floify CEO Dave Sims Joins the Mortgage Marketing Radio Podcast

mortgage loan officer podcast

Floify CEO Dave Sims recently joined host Geoff Zimpfer on the Mortgage Marketing Radio podcast to talk shop about the popular mortgage automation platform and the impact that technology can have on traditional loan workflows and borrower/agent engagement. If you’re not familiar with the Mortgage Marketing Radio podcast than you are missing out on a wealth of free information. Host … Read More

How One Top Producer in Canada Uses Floify to Generate Huge ROI

The decision to implement a new system or technology into your mortgage origination operations has many parts and pieces. However, the potential to generate the most return relative to your investment should rate high in your evaluation of each technological service. The return on investment (ROI) can manifest in a variety of forms, depending on your business goals. Some LOs want … Read More

3 Ways to Keep Borrowers Engaged in the Loan Process

In 2015 research firm Gallup conducted a poll of mortgage borrowers in order to gauge their level of engagement with their mortgage lender, and how it affected their overall experience. Unsurprisingly, they found that 93% of borrowers who are fully engaged with their lender are likely to recommend that lender to friends, family, and colleagues. Yet only 3% of actively … Read More

Big Update to Floify Landing Pages Brings a New Look and More Branding

floify mortgage software update

Development efforts in the month of June have brought exciting new ways to further customize the Floify platform to match your company brand and style. Enterprise lenders will love how easy it is to set and standardize the design and branding options available in Floify. These branding options create a consistent user experience for borrowers across their entire operation. New, … Read More