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Floify automates the secure gathering of loan documents from borrowers, and emailing milestone and loan status updates to real estate agents and borrowers.

How do they introduce themselves

Call Sales +1 720-316-8343 | Email Sales sales@floify. com — Call Support +1 720-370-3622 | Email Support support@floify. com Tame Your Chaotic Mortgage Office Automate the process of collecting loan documents from borrowers with a simple, secure interface. Keep referral partners and borrowers up-to-date with milestone timeline, and streamlined email updates.

Borrowers can self-start a loan on your website, and submit pre-qual docs. Integrations with DocuSign, Encompass, Dropbox, Box, Google Drive, and Slack. We’ve integrated Floify with the Encompass LOS to provide enhanced efficiency and compliance benefits to our users!LO’s are seamlessly uploading borrower documents from Floify into the corresponding loan file in Encompass. Your entire mortgage office could be 25% more productive by automating the process of gathering lending documents from your borrowers as well as keeping them informed of current loan status.

That 25% metric comes from our first customer, Melanie Taliaferro with C4 Lending. Melanie runs the top producing branch of a nationwide mortgage company. Melanie employs a staff of 18 loan originators, assistants, and processors, all of whom use Floify. In her words, Floify is the single best investment I’ve made in my branch.

We’ve been interviewing top producers and asking them what’s in their bag of tricks! Check out the interviews on our blog:Joe Bass of The Bass Group dishes out the “secret sauce” responsible for his team’s 20% organic growth!James Pulsipher of Fidelity Mortgage operates an office of ultra-efficiency. Read about what he calls the “key” to his team’s success. Linda Rudd of Your Lending Team uses metrics to keep her team accountable and productive. Everyone love love loves the milestone updates! We have seen significant agent retention since we instituted Floify updates in a systematic way....

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