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 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 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 The Modern Borrower: Looking for Loans Like They Shop Online 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 …

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 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 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 …

How Lenders and Loan Originators Can Avoid Hacks in Mortgage Document Management Borrowers need to submit quite a bit of personal information on a typical loan application. No matter how scrupulous the mortgage lender and the loan originator might be, sensitive data may be needlessly exposed through exchange over the internet. At Floify, we understand how to keep personal data …

What You Need to Know About Mortgage Document Management While there may still be institutions that generate paper files for their mortgage applicants, more and more lenders and their collaborators are digitally organizing their application and loan information. Whether a lender uses paper, electronic forms, or a hybrid approach of paper and cloud, there are tremendous advantages to utilizing proper …

Overcoming Common Challenges with Mortgage Document ManagementMortgage Loan Document Management is more than keeping papers in order; it’s about organizing, securing, and processing these documents in a way that speeds up approval times, reduces errors, and enhances the overall experience for both lenders and borrowers. By integrating technology and adopting robust mortgage document management software, companies can handle documents more …