Track New Reporting & Analytics Metrics, Plus More, in Our Latest Release

Track New Reporting & Analytics Metrics, Plus More, in Our Latest Release

A fresh Floify release is here and there's lots of awesome new functionality available for users! Check out the highlights below and be sure to head over to the Floify Help Center to read the full release notes.

More Ways to Analyze Your Loan Data

new floify reporting metrics

New metrics have been added to Floify's Reporting & Analytics dashboard, including:

  • Loan application – median start to submit time
  • Loan application – median submit to conversion time
  • Loan application – prospects by co-branded landing page
  • Documents uploaded
  • Documents accepted
  • Documents rejected
  • Loans by creation source

These additional metrics will help origination teams dive deep into their loan application process, get a feel for the quality of the documents their borrowers upload to Floify, as well as determine which channels and landing pages are responsible for the most loan file creations.

Want to learn how to maximize Floify's Reporting & Analytics functionality? Register for our August Tips & Tricks webinar to see more!

New Features Coming to the Floify Mobile App

The latest version of Floify's iOS and Android mobile apps is coming to the app stores soon! The impending release puts more of Floify's beloved document management functionality into the hands of loan originators and their support teams.

From their smart device, LOs can easily add new documentation requests to loan flows via their pre-configured template docs or one-off request.

Additionally, loan teams can expedite the origination process from anywhere by using the Floify mobile app to review uploaded documents and approve or reject the file as necessary.

Get the full scoop on the Floify mobile app and find where to download it, here.

documents in the floify mobile app

Rename a Document in View Mode

rename document in viewer

Users now have the ability to rename the document directly from the viewer modal. This small but impactful addition further refines the loan processing workflow by giving users the flexibility to perform a document rename at a more efficient time in their workflow.

The new functionality will help loan teams and processors review and adjust documents even faster within Floify.

Drag & Drop File Uploads

drag and drop file uploads

Borrowers and loan teams alike will enjoy the addition of drag and drop file uploads within the Floify platform.

This update makes it much easier and faster for users when they need to upload multiple files at a single time. The user simply highlights all of the pertinent documents in their file browser, drags them over to Floify, and releases the files to begin simultaneous upload.

More From Our Recent Release

There's even more to love from this release, including several borrower usability enhancements. Head over to the Floify Help Center to get the full rundown on every new addition to the platform.

Book a personalized demo of our mortgage automation platform

During your demo, you'll see how Floify can help you streamline your lending by securely collecting documents faster, accepting more applications with less effort, automating loan status updates to save time, and more.

Complete and submit our secure demo form and a member of the Floify team will contact you to schedule your demo day and time. 

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