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 …
Why Emailing Official Mortgage Documents Is Not Secure
Why Emailing Official Mortgage Documents Is Not SecureWhile email has been a boon to professional communication, it is not necessarily the best tool for secure mortgage document management. Email jumps through several hoops on its way from sender to recipient, and security levels may vary hoop to hoop. At Floify we believe that a secure method of transfer is a …
Eliminate Email from Your Mortgage Document Management Process
Eliminate Email from Your Mortgage Document Management Process Email is a fast and very efficient way to exchange information. Sometimes, however, it can be hard to follow the email trail regarding a given loan application. Tasks may be split up or incoming documents may land in different boxes, and suddenly the office email traffic hits rush hour. At Floify, we …