Floify is a digital mortgage point-of-sale solution meant for LO teams to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. It is possible to leverage the maximum outcome from Floify in Mortgage Industry by effectively navigating through the overwhelming list of customizations and configurations. Here is the list of critical aspects any originator or loan team should take into account to maximize the automation within their system.
Customization:
Floify helps in maximizing branding efforts by customized many aspects which includes the following but are not limited to:
Basic configurations like logo, email signature, email templates.
Needs list – the list of template documents to be sent to the borrower.
The different aspects of Landing page or Apply Now page (where the borrower logs in to fill the 1003 form) including headline, images, company info, color scheme, disclaimer in the footer area and questions to be asked within the form.
Pre-approval letter template
All aspects of Mobile application to create a fully-branded mobile experience.
Advanced customizations including custom subdomain for web address as well as incorporating custom CSS, HTML, and JavaScript to be used every Floify page.
Integrations:
Floify integrates seamlessly with a number of native integrations in the following categories:
- LOS: Encompass, Lending QB, Byte Software, Calyx Point Central.
- CRM: Jungo, MLO Shift
- Credit Report Services: All the major credit reporting services including CreditPlus, CBC Innovis, Advantage Credit, CoreLogic Credco, Equifax.
- Asset Verification: AccountChek, Equifax,Plaid
- Other major integrations: Includes Dropbox, Google Drive, DocMagic, Slack, Optimal Blue.
Integration with all these apps is simple and easy to set up.
LO teams can make best use of these integrations to make the loan process streamlined and simple within the system.
Automated Notifications:
Floify has inbuilt templates of email notifications to be sent to the borrower at each stage of the loan flow.
These notifications are completely customizable and can be turned off/ turned on at any stage in the process.
Milestone alerts are also completely customizable.
Floify also includes the option to send automated text messages to borrowers/co borrowers mobile.
Automated Deadline reminders within Floify are heavily customizable with even options to stop sending reminders on holidays or other blackout days.
LO teams can make best use of these notifications to maximize the automation to large extent.
Followers Pack:
Floify includes a follower pack option where all the team members within the LO team can be kept in the loop with regard to all the loan flows or selective loan flows.
The entire team within the LO team can be notified throughout a loan flow in the following aspects:
- All Automatic Emails
- Milestone / Status Update Emails
- Pre-Approval letter generation
The LO team using Floify Mobile Application can also receive push notifications right to their phone.
Looking for more information on Floify or need help in implementing or integrating Floify, leave us a message.
