The Simple Sales Tactics That Win Deals If it’s been said once, it’s been said a thousand times: mortgage lending is a relationship business. But what originators don’t mention is how to master the early stages of the relationship-building process in order to win the business of a prospect that is likely also inquiring about a loan with your competition as …

Adapting Loan Workflows To Serve Diverse Communities In order to maximize loan production efficiency, and gain all of the benefits associated, a loan originator and their team must develop and hone their workflow, polishing away blockers and rough patches until what remains resembles the well-oiled machine that was sought. But what happens to that carefully planned workflow when variables are …

Generating Opportunities by Dialing Your Database – and How to Carve Out the Time to Do ItEvery business professional has heard the statistic ad nauseam. It costs 5 times as much to acquire a new customer than to retain and reactivate a current customer. So you invest in technology to automate email marketing campaigns or maybe commit to a direct …

How Loan Originators Reinforce Referral Relationships with Floify Longtime loan originators know that there are two major profit centers for their mortgage business. The first is the limitless potential of their client database, providing tons of opportunity for refinances as well as new purchase business. The second comes from developing a network of partners that consistently refer you new business, …

Catering your Process to the Largest Demographic of Homebuyers – Millennials Everyone has seen the statistic: the Millennial generation represents the largest share of potential homebuyers. This is true. Millennials passed Baby Boomers a few years ago and now account for 36% of potential homebuyers, versus a 32% share for Baby Boomers. The gap widens every year. Contrary to the conventional …

Floify’s Director of Engineering Wins HousingWire Insiders Award Floify is proud to announce that our very own Director of Engineering, Dave Lamy, was recently selected by HousingWire to receive their prestigious Insiders Award. The Insiders are professionals their companies turn to with their most important or challenging projects because their contributions and hard work lead to superior results. Only 50 winners are carefully …

Conveniently Order Credit, VOA, VOE, and VOI via MeridianLink Affiliated Agencies Floify supports integration with 50+ credit reporting agencies through various direct and networked CRA connections. Some of the most well-known and heavily used credit agencies amongst those integrated with the platform are also affiliated with MeridianLink’s Mortgage Credit Link (MCL) solution, including: Advantage Credit Birchwood Credit Services Certified Credit Reporting CIS …

How to Gain Additional Insight Into Your Loan Pipeline with Floify Floify’s loan pipeline is not a static element of the system. Originators have the power to customize which data points are displayed on the loan pipeline, and can then easily sort the loan flows to meet their needs. Consider that within Floify you’ve got your entire active loan pipeline …

Access CIS, Informative Research, and SettlementOne Credit Reporting via Floify’s Massive Integration Library Loan originators using the Floify platform have long enjoyed the platform’s document management capabilities to keep their loan files organized and centralized in one location. In just a few minutes, LOs and processors can analyze their entire in-process pipeline and immediately know exactly which files have outstanding …

Securing the Data and Trust of Mortgage Borrowers Here we go again. Another massive lapse in data security. This time it was Capital One, and a misconfigured firewall, that allowed a hacker to access the personal information of 106 million people. That’s just the latest. Earlier this year an independent researcher discovered an unprotected database, maintained by mortgage servicer Ascencion, that contained …