Floify is a mortgage point-of-sales portal that provides a web-based access point for potential borrowers to complete a 1003 loan application, house, tracks loan documentation, eSgn disclosures and monitor the status of their loan. The process begins at pre-qualification, through underwriting, and is completed when the loan is funded. For more info on Floify, visit Floify’s webpage.
The Floify/Whiteboard Mortgage CRM Lead Mapping (Phase 1)
Utilizing Zapier, when a borrower completes an online Floify application, Whiteboard automatically creates a client and mortgage record, assigns the record to the Pre-Qual pipeline sequence, which kicks off the automated Whiteboard campaign emails, texts, and internal task reminders. This saves Whiteboard users from having to enter mortgage-related information into two systems.
|Whiteboard’s Pipeline Sequences||Floify’s Loan Flow/Milestones|
|1. Lead or Prospect||N/A|
|Phase 1||2. Pre-Qual||Application|
|3. Application & Milestones||Contract Received
Submitted to Underwriting
What to expect/preparation needed: