Webinars
Closing Accelerator and Customer Capture: Closed Focus Group
In this Closed Focus Group, Floify senior leadership discuss the rollout of the new Closing Accelerator and Customer Capture feature packages; their benefits; and take live questions from attendees.
Unique Strategies to Grow Your Mortgage Business In Any Market Environment
In this insightful webinar, a star-studded panel of top loan originators and operations leaders discuss the specific strategies that they use to sustain and grow their mortgage business, even as market conditions change.
Floify Tips & Tricks, Part 15: Reporting & Analytics
In part fifteen of our Tips & Tricks series, our Training and Support team will demonstrate how loan teams can get insight into their loan application process, borrower demographics, and more, with Floify's Reporting & Analytics.
Floify Tips & Tricks, Part 14: Customizing Landing Pages
In part fourteen of our Tips & Tricks series, our Support team will show loan teams how to customize different aspects of their branded and co-branded landing pages in Floify.
Floify Tips & Tricks, Part 13: Easily Uploading XML Files in Floify
In this Tips & Tricks webinar, our Training and Support team will demonstrate how loan originators can easily upload XML files to create new prospects in Floify.
Floify Tips & Tricks, Part 12: Testing the Borrower's Application Experience
In part twelve of our Tips & Tricks series, our Support team will show loan teams how to test out their loan application experience from the borrower's perspective.
Floify Tips & Tricks, Part 11: Bulk Actions and Milestone Sets
In part eleven of our Tips & Tricks series, we demonstrate how originators can improve their workflow by utilizing two of Floify's newest features: bulk actions and multiple milestone sets.
Floify Tips & Tricks, Part 10: Document Workflow
In part ten of our Tips & Tricks series, our Support team will show loan teams how to maximize their document workflow productivity in Floify.
Floify Tips & Tricks, Part 9: Customizing & Scheduling Emails
In part nine of our Tips & Tricks series, we demonstrate how lenders can customize and schedule borrower and client reminder emails in Floify.
Floify Tips & Tricks, Part 8: eSignature
In part eight of our Tips & Tricks series, our Support team will demonstrate the powerful e-signature functionality available for use with the Floify platform, including our native Floify E-Sign feature and integration with DocuSign.
Floify Tips & Tricks, Part 7: Company Dashboard
In the seventh part of our Tips & Tricks series, we explore every nuance of the Company Dashboard, including teams, users, loans, admins, cloning, settings, disclosures, and much more.
Floify Tips & Tricks, Part 6: Users & User Access
In part six of our Tips & Tricks series, we'll provide an in-depth overview of user types and user access levels in the Floify point-of-sale system, including Company and Organization Admins, Manager and Team Accounts, Support and Shared Users, and Realtor and Borrower Accounts.
Floify Tips & Tricks, Part 5: Borrower Experience
In the fifth part of our Tips & Tricks series, we'll explore how your borrowers will interact with the Floify platform during the loan process as well as some suggestions for how you can maximize this journey.
Floify Tips & Tricks, Part 4: Milestones
In Part 4 of our Tips & Tricks series, our Support team will demonstrate how you can set up and take advantage of Floify's milestones feature to simplify your lending workflow.
Floify Tips & Tricks, Part 3: Pre-Approval Letters
During this deep dive into Floify's built-in pre-approval letter generator and new Arizona/Texas forms, our Support team will instruct you on how to set up and start using these powerful features to help maximize your time.
Floify Tips & Tricks, Part 2: Apply Now 3
Part 2 of our Tips & Tricks series covers advanced functionality of the third version of Floify's Apply Now 1003. During this half-hour overview, we'll show you how to simplify the application process for your borrowers with our industry-leading digital 1003 solution.
Floify Tips & Tricks, Part 1: Custom Fields & Layouts
Welcome to Part 1 of Floify's Tips & Tricks webinar series. During this deep dive into advanced functionality of the Floify point-of-sale system, our team will demonstrate how you can enable integrated custom fields and layouts to help streamline your lending.
