PRESS RELEASE: Floify Integrates with Unify to Optimize Mortgage Loan Originators’ Sales and Marketing Processes
Intelligent data syncing between POS and CRM unlocks new possibilities to increase conversions using automation while minimizing loan originator effort.
BOULDER, COLO – September 29, 2021 – Floify, the leading developer of point-of-sale (POS) technology for the mortgage industry, announced its integration with Unify, a customer relationship management (CRM) and marketing automation software built for mortgage professionals. The integration streamlines data flow between the POS and CRM systems, enabling automatic contact creation, which can include borrower, co-borrower and referral source details. The combined solution empowers loan originators to effortlessly deploy Unify’s marketing resources to prospects and in-process loan applicants for higher application conversion and loan pull-through rates.
“Combining all the features a loan originator needs to grow loan volume into the Unify Business Growth Platform keeps all marketing efforts and business activities in one place. There’s no need to invest in different platforms to conduct business,” said Scott Lidberg, CEO and Founder of Unify. “Integrating with POS systems, like Floify, gives our users yet another tool to help them build more business and close more loans.”
The new integration enables loan originators who use Floify to automate their mortgage process and Unify to manage their customer database, to seamlessly access select loan details from either platform, eliminating the need to work between multiple software applications. Designed to eliminate errors from customer databases, Floify and Unify ensure that no contact goes unrecorded. New leads are automatically added to Unify from Floify loan flows and online 1003 applications.
“In today’s fast-moving mortgage industry, loan originators want the speed and convenience of a mortgage automation system like Floify integrated with a robust mortgage CRM like Unify,” said Dave Sims, CEO of Floify. “Our partnership with Unify has allowed us to combine these critically important platforms in a way that has resulted in a comprehensive and seamless experience for mortgage professionals.”
Floify is a digital mortgage automation and point-of-sale solution that streamlines the loan origination process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Lenders use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Floify is based in Boulder, Colorado. For more information, visit the company's website at floify.com or on social media at Facebook, LinkedIn, or Twitter.
About Unify Powered by Lone Wolf
Unify is a complete mortgage software solution that provides lenders with LOS integration, lead generation, contact management, marketing automation, full Mobile App, and automated workflows. Unify’s Business Growth Platform delivers all the tools needed to grow a lender’s business sin one simple to use, cloud-based system. Unify was purchased by Lone Wolf Technologies in August 2021. Lone Wolf is the industry leader in real estate tech and serves over 1.5 million real estate professionals, 20,000 offices, and 1,000 MLSs and associations in the US and Canada. With their cloud solutions for agents, brokers, franchises, MLSs and associations, Lone Wolf gives agents and brokers everything they need to amaze clients, build their business, and improve profits—in one place.