Skip to main content

Shape Software + Floify = The Ultimate Mortgage POS and Automation Workflow!

 Loan officers and mortgage teams looking to simplify and supercharge their end-to-end workflows have a new combo in their toolkit—Shape Software now directly integrates with digital Point of Sale (POS) and mortgage automation solution Floify!

shapefloify-integration.png

floifyshape-integrations.png

With the Shape+Floify integration, loan originators who use Floify to automate their mortgage processes and Shape to manage their lead & customer database, can now seamlessly access Floify’s secure document management system directly within Shape to maintain all important borrower documentation and correspondence in a single location.

To celebrate the launch of this integration, new clients that sign up with Shape before August 31st will receive one free month of Floify.

Get Started

Once you integrate Floify within Shape, originators can:

  • Seamlessly connect existing Shape contact records to a corresponding Floify loan flow
  • Instantly start a new Floify loan flow from within a Shape contact record
  • Synchronize uploaded documentation from Floify into a linked Shape contact record
  • Trigger Shape notifications that automatically utilize Floify outstanding document request data

No more tabbing between systems, no more manual data entry and exporting – this integration is going to be a game changer for not just your clients but your lending teams, too!

Ready to add Floify to your Shape account?

Read our step-by-step guide to setting up this integration here

About Shape Software

Shape Software is the only sales, marketing, and CRM automation tool designed for lenders as an end-to-end solution to take your team from pre-loan through post-close. Close more deals than ever before with Shape’s intelligent lead distribution and scoring features, build and send secure online documents in a click, manage and assign tasks to your team, get a complete suite of sales pipeline and marketing automation features like drip emails, newsletters, and SMS, generate custom reporting on any metric imaginable, and so much more. Try Shape free for 14 days and experience the difference!

 

About Floify

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. For more information, visit the company’s website at floify.com or on social media at Facebook, LinkedIn, or Twitter.

Article Source:- https://setshape.com/blog/shape-software-floify

Comments

Post a Comment

Popular posts from this blog

Mortgage CRM Software That Will Pay for Itself

They say nothing in life is free, but when it comes to software for your mortgage business, we have to disagree. Whether you are a seasoned LO or just starting your own shop, the number one tool or “hack” that is going to save you tons of time and money is m ortgage crm  software to make you more efficient. In fact, a recent study from Nucleus Research shows that for companies that use a CRM, the average return on their technology investment is $8.71 for each dollar spent. Not yet using a CRM? That kind of return on investment is like printing money for your business. Whether you are a seasoned mortgage pro or just starting your own shop, this how-to guide will dive deep on the automation essentials for mortgage business, how mortgage software will pay for itself, and what the ideal features you need in your next CRM. CRM Automation is Your Mortgage Business’s Secret Weapon Whether it is streamlining your lending workflow, integrating all the tools you use into one central...
Post a Comment
Read more

Enrollment Marketing: 8 Ideas to Increase Student Enrollment at Your College or Trade School

  Enrollment rates on the decline? Don’t put your school’s revenue at risk. Here’s everything you need to know to take your enrollment marketing to the next level and secure more students for your privately owned college or trade school. “If higher education marketers aren’t paying attention to enrollment issues, they are not paying attention to job one.”  That no holds-barred quote is from Terry Flannery , vice president for communications at American University and CASE Treasurer. And while it may sound a little harsh at first, we think Terry hit the nail right on the mark. Enrollment marketing is one of the biggest areas for improvement among colleges, trade schools and privately-owned universities, with only 34% of institutions reporting to have met their enrollment goals in 2017. And while the recent crisis means that trade schools and private colleges will likely see a surge of interest from potential students, the competition will be fiercer than ever.  Let’s take...
Post a Comment
Read more

Powering Through the Boom in Solar

The Solar Energy Industry Association (SEIA) estimated that “there are now nearly 1.6 million solar installations in the U.S. After reaching 1 million in 2016, 2 million should be hit in 2018 and 4 million by 2022.” 4 million…in a 50-state market. In the last decade alone, the solar industry has experienced an average annual growth rate of 68%. That’s not a growth spurt – that’s a growth boom. Warning – tricky math question ahead… Out of 4 million, how many leads does your solar business intend to capture, nurture, and convert into installations? How will you power through the boom? There’s no need for algebra to answer this question. We have the answer: as many as you can. Shape’s comprehensive, intuitive, cloud software is specifically built for the solar industry, giving you real-time results for increased productivity with the ability to deliver faster, more accurate proposals, leading to your share of those 4 million installations. Here’s a sample of th...
Post a Comment
Read more