How to Quickly Add and Access Client Data in Floify

custom fields

Late last year, Floify introduced a powerful set of new features that were designed to give lenders, originators, and support staff the utmost flexibility in how they utilize Floify’s point-of-sale solution. The addition of custom fields and layouts means that Floify’s customers can add just about any data fields to their loan flow view as their heart desires. They can … Read More

Learn Mortgage Strategy from a $100M+ Producer

loan originator podcast interview

A year ago we wrote a post discussing the simple reasons why any success-driven loan officer would do well to pay attention to the mortgage-related podcast content that is being created right now. A year later and nothing has changed. Mortgage podcasts are still outstanding resources because: The content is completely free. The good ones are chock-full of relevant and … Read More

Why I Chose My Loan Officer – A Borrower’s Tale

Less than a month ago, a member of the Floify team closed on his first home in the highly competitive Denver metro area. A month before that, he was sorting through a list of referrals from friends and his real estate agent, trying to settle on a loan officer to partner with on the financing side of the transaction. This … Read More

Add Your Unique Style and Functionality to the 1003

floify mortgage software update

The month of May saw Floify launch an all-new, next-generation 1003 loan application; complete with an interview-style questionnaire, TurboTax-like section reviews, and support for auto-generated document needs-lists. Since that May 1st launch, we’ve been busy! We’ve rolled out a number of updates to Apply Now 2.0, new credit reporting agency integrations, and more. Check out what’s new at Floify: Apply … Read More

Reduce Loan Cycle Time with a Mortgage Point-of-Sale

reduce loan turn times cycle times mortgage pos point-of-sale

For busy loan originators who want to understand their general efficiency level, there is no better “30,000 foot” metric to evaluate than the average loan cycle time, which you can improve through the use of a mortgage point-of-sale system. Sure, it’s more effective to understand the intricate details of each individual stage that your loans pass through. Nevertheless, as a … Read More

Using Automation to Curb Rising Loan Production Costs

mortgage loan production costs

For years now, decision-makers in the mortgage industry have been keeping an eye on the steady year-over-year increases in costs associated with producing a loan. Groups, such as the MBA, have been studying this phenomenon for almost a decade. Yet, the cost to originate a loan has continued to rise unabated. According to the most recent MBA Quarterly Mortgage Bankers … Read More

4 Key Elements to Evaluate When Buying Mortgage Software

While just a few years ago most consumers would have said that the mortgage industry was lagging FAR behind on the technology front, the pace with which this dynamic has changed has been staggering. The industry has moved rapidly to adopt the process and organizational efficiencies afforded by implementing mortgage software systems that solve common challenges for both originators and … Read More

Update to Floify Deadline Reminder Scheduling and More

floify mortgage software update

One of the most powerful borrower-facing features of Floify, the platform’s automated deadline reminders, work behind the scenes to keep borrowers accountable and on-task with their documentation requirements. To make this function even more useful, we just gave your deadlines a huge boost in customizability. Check out the bevy of brand-new scheduling options as well as other fresh updates to … Read More

3 Ways to Make Your Referring Relationships a Two-Way Street

The reality of today’s home buying environment is that most potential borrowers begin their journeys by engaging with a real estate agent. Even though the borrower may not know what type of loan they qualify for, this is the way most financed real estate transactions begin. Referring relationships are instrumental in creating business for LOs, and there are a few … Read More

Floify Enables Progressive Web Apps for Loan Originators

floify mortgage software update

We’ve recently rolled out a new feature that continues our commitment to creating a smooth and powerful mobile borrowing experience for your clients, as well as offering loan originators another opportunity to further develop their brand. If you are a Floify Business customer, this new update allows any of your borrowers or agents who use their phone or tablet to … Read More