How to build the team and mortgage process that will let you work fewer hours Become happier, more productive, and more efficient Do you want to increase production, efficiency, and even happiness within your business? It’s important to build a team and mortgage process with purpose so that you aren’t grinding yourself into dust. Whether you’re working longer hours, checking …

Lessons from Rocket Mortgage: create a hybrid mortgage processThe meteoric growth of Rocket Mortgage has demonstrated exactly what loan officers need to do to continue to be competitive in the marketplace of tomorrow. The answer? Adopt a hybrid mortgage lending process. A hybrid mortgage approach combines the traditional, relationship-heavy, lending techniques with modern technology aimed at enhancing and streamlining the process. Below, we’ll …

Floify’s API is open for mortgage tech developers A little over a year ago, Floify Founder and CEO Dave Sims wrote an article for Inman.com in which he described the lack of open developer APIs in the mortgage tech space. (Dave does a great job of explaining the nuances of open vs closed APIs and the issues at hand in the article.) …

Speed up mortgage closing with eSignature The CFPB has established that eClosings, or a mortgage closing that relies on technology, have tons of potential to improve the consumer experience. The beauty here is that there is also a lot of upside for process-oriented mortgage originators as well! You want to start incorporating elements of eClosing into your process, and you’ve got some …

3 ways to improve your mortgage website With borrowers becoming more and more digitally inclined, a well designed mortgage website with easy-to-use tools and lead capture devices is an absolute must. After you’ve got those pieces in line, use these website tips to take your personal mortgage brand to the next level, build trust with your clients, and stand out …

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 …