Floify’s Refreshed Mobile Borrower Experience and Other Updates

floify mortgage software update

Floify is committed to providing your borrowers with an easy-to-use, responsive, and fully functional mobile experience. Thus, Floify’s system has recently undergone a massive facelift of the borrower’s mobile user interface.

Imagine you are a borrower.

Your loan officer starts a loan flow for you in Floify and includes relevant document requests. Then, automatically, they are able to send an introductory SMS/text notification directly to your phone.

Now, when the borrower clicks the link within that text message, the browser on their smartphone goes directly to Floify.

This is the first impression your borrower receives about what it’s like to transact business with you digitally.

So we’ve made sure it’s a fantastic first impression.

Overall, this mobile refresh delivers a more pleasing and responsive package. However, even with new, pretty face, it still provides the same functionality that borrowers love about Floify. In addition to traditional functionality, we included a very popular feature from our iOS and Android mobile app: photo upload.

Using their smartphone or tablet camera, borrowers can easily take photos of their documentation and upload them. This can be completed all within their browser and requires no app download. However, most importantly, borrowers can quickly to respond to vital and time-sensitive requests.

Document Count in the Partner Portal’s R/Y/G Buckets

You’ve asked, and we’ve listened!

Floify’s Partner Portal now shows document counts in each of the red, yellow, and green document buckets, whether or not you grant your partners with the Makes Letters permissions. This allows your referral partners and agents to quickly gain some granular information about their clients’ loan status.

More Loan Data Types Available in Webhook Business Rules

We’re continuing to invest heavily in our Business Rule automation engine to give technical LOs and partners more options for integrating their favorite systems through conditional logic and webhooks.

Our newest addition is the inclusion of Loan Data “merge fields” to the Call Webhook Business Rule. This grants LOs the ability to quickly package and send loan metadata to other business systems.

Infrastructure Upgrades

Floify has recently upgraded several API endpoints, such as our /start and /prospect endpoints, and added other new endpoints like /download-1003 and /download-1003-file

Apps and Integrations

SharperLending XpertOnline Credit Reporting

sharperlending floify credit

Similar to our other recent credit reporting app releases, such as Alliance 2020 and Credit Plus, the SharperLending XpertOnline app gives origination teams a powerful way to streamline the pulling of borrower credit history.

Once the installation is complete, Floify customers using SharperLending for their credit reporting needs will be able to automate the pull of a borrower report upon the submission of a 1003 loan application, or simply order borrower credit history from within a loan flow via a one-off document request.

After a few seconds, the borrower’s credit history is seamlessly delivered to the yellow bucket of the corresponding loan flow. This is a private document in Floify and will not be accessible to your borrowers.

Company Credit App Policy

This handy compliance feature allows companies to dictate the credit reporting apps that teams under their company dashboard would be eligible to use.

If you want to ensure that your company uses Credit Technologies and Clear Choice Credit, but allow no other services, you can now configure those options and restrictions in your Company Settings.