How Top Mortgage Loan Officers Differentiate Themselves with Communication

How Top Mortgage Loan Officers Differentiate Themselves with Communication Earn more mortgage leads with timely information I recently asked two top mortgage producers how they keep their clients and agents updated — and what that has done for their business. Information flows back and forth with ease, so why limit yourself to delivering only milestone updates? What would happen if …

Interview with Linda Rudd — the CORE mortgage training coach

Interview with Linda Rudd — the CORE mortgage training coach Linda Rudd of Your Lending Team in San Antonio, has originated $31 million in year-to-date loan volume, putting her on pace for $46 million in volume this year. We checked in with Linda, who doubles as a mortgage coach with the CORE Training, to see how she keeps her team performing at …

Our Founder and CEO was recently interviewed by Mint.com!

Our Founder and CEO was recently interviewed by Mint.com! Recently, Floify founder and CEO Dave Sims was contacted by Mint.com to participate in an expert interview. The topic: managing mortgage documents better. Dave talks about his favorite topic, email hell, as well as some common mistakes mortgage originators make when managing paperwork, how Floify works to make the mortgage process …

How to work with Luddite mortgage borrowers

How to work with Luddite mortgage borrowers Written by Floify’s Dave Sims for Inman.com. Reposted here with permission. I’ve heard many stories about technology-averse mortgage borrowers. Below, I’ve listed common objections to using technology during the mortgage process from borrowers, followed by answers to help borrowers overcome their objections. Although these are aimed at a mortgage scenario, they could be …

I just got profiled in The Globe and Mail!

I just got profiled in The Globe and Mail! I just got profiled in The Globe and Mail! Making mortgages easier It’s in The Next Million magazine, produced by KPMG Enterprise and The Global and Mail. Check it out! Making mortgages easier

5 tips to landing more mortgage business by keeping your promises

5 tips to landing more mortgage business by keeping your promises Written by Floify’s Dave Sims for Inman.com. Reposted here with permission. When we were kids, we were taught never to break a promise. But in the grown-up world of mortgages and real estate, delivering on your promises is a technique that will land you more business. I’ll show you …

The mortgage process feature that will land you more business

The mortgage process feature that will land you more business Written by Floify’s Dave Sims for Inman.com. Reposted here with permission. Differentiate your mortgage business from the competition with more than just “great customer service.” Provide what millennials and a surprising number of older borrowers want — automated mortgage process status updates. I’m going to show you how to do …

Open developer APIs essentially do not exist in the mortgage industry — that’s a problem

Open developer APIs essentially do not exist in the mortgage industry — that’s a problem Written by Floify’s Dave Sims for Inman.com. Reposted here with permission. As Marc Andreessen says, “Software Is Eating The World.” If you want to outpace your competitors, you’d better pay attention. Mortgage originators can open up a new world of productivity and improved processes with their software …

Why Lenders Should Consider Mortgage Loan Automation for their Business

Why Lenders Should Consider Mortgage Loan Automation for their Business When a borrower begins the process of shopping for a loan, whether it’s for a real estate investment or a mortgage, they want to search the Internet for a good loan. They aren’t always ready to talk to a person yet. We search for plane tickets, electronics, and cars online …

Stop Needs List Emails from Going to Spam

Stop Needs List Emails from Going to SpamOne of the most important things Floify does is sending out Needs List emails to borrowers when you start new loan files in Floify. SIDE NOTE: To keep your Needs List emails out of your borrowers’ spam, have your IT person follow the directions below. Needs List emails are sent out by Floify, on …