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 …

How Mortgage Originators Can Accelerate Needs List Gathering The process of acquiring a home loan has many variables throughout that can determine not only when a loan will close, but also if it will close. At the top of this list and one of the biggest sources of frustration for loan originators, is document gathering. The reason is obvious. There …

Microsoft® OneDrive® Now Integrated In Floify Today’s loan originator has numerous options available to them for the purpose of securely storing and organizing the documentation that they take in from their clients. One such method that has become extremely popular is the use of cloud storage platforms that provide loads of space at an affordable rate – allowing for access …

Co-branding Floify Landing Pages with Your Agent Partners One of the more highly anticipated components of Floify’s re-designed landing pages is the ability for loan originators to create a unique co-branded landing page for any partner that they work with, in Floify. Co-branding with your partners has more benefit than just slapping a picture and some contact info on the …

Add New Third Parties to Your Milestone Updates On-the-Fly A recent update introduced a new, quick way for loan originators to add third parties to their milestone updates — without having to first add the contact to the global address book in Floify. In addition, a third party that is manually added via the milestone update modal does not receive an invitation …

Floify Now Compliant with Americans with Disabilities Act (ADA) for Mortgage Borrowers Floify is excited to announce that after a massive development push, our system’s borrower-facing mobile and desktop views are compliant with the Americans with Disabilities Act’s (ADA) Web Content Accessibility Guidelines (WCAG) 2.1 AA standard. Now, clients who are blind or have visual or hearing impairments have full and equal …

Partners Credit joins Floify’s Growing Library of App Integrations The newest addition to Floify’s app integration library, Partners Credit, puts the power of seamless document management into the hands of loan originators who utilize Partners Credit as their credit reporting agency of choice, and Floify as their mortgage point-of-sale solution. Seamless One-off Credit Reports Through the Partners Credit app integration, originators …

5 Step Guide to Delivering an Amazing Mortgage Experience The overwhelming trend of the last few years in the mortgage industry has been a monster push to implement and integrate modern technologies that help streamline workflows, reduce paper-based processes, and create a more efficient environment for lenders and borrowers. But with more lenders getting up-and-running with their mortgage tech, attention …