Author Archives: Floify

Floify’s Courtney Dodd named a 2026 HW Marketing Leader

Recognition highlights revenue-driven approach that generated 68% of total pipeline in 2025

BOULDER, Colo., June 2, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Courtney Dodd, head of marketing, has been named a 2026 HW Marketing Leader by HousingWire. The HW Marketing Leaders award recognizes the people behind the strategies, campaigns and brand decisions shaping housing finance. Dodd is one of 70 honorees named to the 2026 class.

Courtney Dodd of Floify
Image caption: Courtney Dodd of Floify.

Dodd has fundamentally reshaped marketing’s role at Floify over the past 12 months, evolving it from a support function into a primary driver of revenue. By aligning marketing and business development representative teams under a unified strategy, she built a scalable pipeline engine that generated 68% of the company’s total pipeline in 2025, a milestone that reflects both strategic vision and disciplined execution.

She led go-to-market strategy for two major product launches: Dynamic AI, which transforms how lenders capture borrower data through intelligent automation, and Dynamic Apps 2.0, which expands workflow customization for mortgage professionals. Each launch was tightly connected to pipeline generation and revenue outcomes, with messaging, demand generation, outbound strategy and sales enablement fully aligned from the start.

Dodd’s ability to integrate cross-functional teams around measurable revenue impact has strengthened collaboration across sales, product and marketing and improved overall go-to-market efficiency. Her approach is grounded in data-driven decision-making, clear accountability and a consistent focus on execution that moves the business forward.

“Courtney has redefined what marketing means at Floify,” said Joshua Steffan, SVP and group general manager at Porch Group and interim president and general manager of Floify. “She built a function that doesn’t just support revenue, it drives it. The results speak for themselves, and the discipline and clarity she has brought to our go-to-market approach has made us a stronger, more competitive company. This recognition reflects the real and measurable impact she has had on our business.”

“The 2026 Marketing Leaders are raising the bar for what effective marketing looks like in housing,” said Sarah Wheeler, HousingWire’s editor-in-chief.

For a complete list of winners, visit the HousingWire website.

ABOUT FLOIFY:

Floify is a fully configurable point of sale (POS) platform that streamlines the loan process with a secure application, communication and document portal between lenders, borrowers, referral partners and other mortgage stakeholders. Its Dynamic AI feature reimagines the mortgage application process by moving document collection and AI-driven data extraction to the very beginning of the process, allowing borrowers to upload key documents and have applications prepopulated with verified information, accelerating pre-approvals and simplifying the borrower experience. Floify is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more, visit https://floify.com/ or find us on social media at Facebook, LinkedIn or Twitter / X.

X: @Floify #mortgage #fintech #housingfinance #HousingWire #HWAwards

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floifys-courtney-dodd-named-a-2026-hw-marketing-leader/

Copr. © 2026 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P135912 NOREL-3B

 

Floify’s Courtney Dodd named 2026 Women of Mortgage Tech award winner

Recognition highlights leadership in driving innovation, growth and industry impact in mortgage technology

BOULDER, Colo., May 20, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that its Head of Marketing Courtney Dodd has been named a Women of Mortgage Tech award winner by Mortgage Women Magazine. The Women of Tech award recognizes individuals who are shaping the future of technology through innovation, leadership and community impact.

Courtney Dodd of Floify
Image caption: Courtney Dodd of Floify.

Dodd brings more than a decade of experience in mortgage fintech, with a career defined by translating complex technology into clear market value and accelerating platform growth. Since joining Floify in 2023, she has led a comprehensive brand and go-to-market transformation, repositioning the company to better serve lenders.

Under her leadership, Floify launched Lender Edition and Broker Edition, establishing differentiated strategies and messaging aligned to each segment. She also spearheaded the introduction of Dynamic Apps, Dynamic Apps 2.0 and Dynamic AI, innovations that enable lenders to create customizable loan application experiences, automate workflows and support a broader range of products, including HELOC and non-QM loans.

Dodd’s impact extends beyond product launches. Her strategic alignment of marketing, product and sales has contributed to significant company growth, including record customer acquisition and a 98.2% customer satisfaction score.

In addition to her professional achievements, Dodd is a strong advocate for women in technology. She actively supports industry initiatives such as Mortgage Women, an industry community where she serves as a media member, as well as Dallas Dinner Lead and Our Third Place. She also regularly mentors emerging professionals, helping to foster the next generation of leaders in mortgage fintech.

“This recognition reflects Courtney’s ability to bring innovative technology to market and do so in a way that drives real results for lenders,” said Joshua Steffan, SVP and group general manager at Porch Group and interim president and general manager, Floify. “Her leadership has strengthened Floify’s position as a forward-thinking platform and continues to elevate how the industry approaches borrower experience and operational efficiency.”

For a full list of winners, visit Mortgage Women Magazine’s website.

ABOUT FLOIFY:

Floify is a fully configurable point of sale (POS) platform that streamlines the loan process with a secure application, communication and document portal between lenders, borrowers, referral partners and other mortgage stakeholders. Its Dynamic AI feature reimagines the mortgage application process by moving document collection and AI-driven data extraction to the very beginning of the process, allowing borrowers to upload key documents and have applications prepopulated with verified information, accelerating pre-approvals and simplifying the borrower experience. Floify is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more, visit https://floify.com/ or find us on social media at Facebook, LinkedIn or Twitter / X.

X: @Floify #mortgage #fintech #housingfinance @mortgagewomen

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floifys-courtney-dodd-named-2026-women-of-mortgage-tech-award-winner/

Copr. © 2026 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P135675 NOREL-3B

 

Floify’s Sydney Barber honored with HousingWire’s Rising Stars award

Award recognizes Barber's leadership, product innovation and impact on the modern mortgage experience

BOULDER, Colo., April 1, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Sydney Barber, 33, head of product, has been named a 2026 HousingWire Rising Star. Barber joins 74 other young professionals on this year’s list.

Sydney Barber of Floify
Image caption: Sydney Barber of Floify.

Barber’s recognition highlights her growing influence in mortgage technology and product development. Since joining Floify in 2019, she has overseen design and delivery of next-generation capabilities across the platform, including no-code configuration, ADA-compliant borrower interfaces, income and employment verification and direct integrations with Fannie Mae and Freddie Mac’s automated underwriting systems.

She led the development of Dynamic Apps, a no-code feature that enables lenders to tailor loan applications by loan type. That was followed in 2025 with Dynamic AI, an AI-driven capability that prioritizes document collection before the loan application, allowing AI-driven data extraction and validation to pre-populate borrower applications. In 2026, she introduced Dynamic Apps 2.0, which enables lenders to tailor application flows by loan type, such as HELOC, ag, construction, non-QM and more.

Beyond product development, Barber is known for her hands-on leadership style and commitment to mentorship. She works closely with customers and internal teams to identify challenges and deliver practical solutions while also investing in organizational success to ensure consistent execution in a complex regulatory environment. Under Barber’s product leadership, Floify has achieved a 98.2% customer satisfaction rating, reflecting a sustained focus on usability, performance and real-world lender needs.

Outside of her professional role, Barber volunteers with Habitat for Humanity in Boulder and serves as a volunteer judge for the Colorado Future Business Leaders of America.

“Sydney’s ability to translate complex lending requirements into intuitive, scalable technology has been instrumental in Floify’s growth,” said Joshua Steffan, SVP and group general manager at Porch Group and interim president and general manager of Floify. “She leads with both technical expertise and empathy for the customer, delivering solutions that drive real efficiency for lenders while improving the borrower experience.”

For a complete list of HousingWire 2026 Rising Stars winners, please visit the HousingWire website.

ABOUT FLOIFY:

Floify is a fully configurable point of sale (POS) platform that streamlines the loan process with a secure application, communication and document portal between lenders, borrowers, referral partners and other mortgage stakeholders. Its Dynamic AI feature reimagines the mortgage application process by moving document collection and AI-driven data extraction to the very beginning of the process, allowing borrowers to upload key documents and have applications prepopulated with verified information, accelerating pre-approvals and simplifying the borrower experience. Floify is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more, visit https://floify.com/ or find us on social media at Facebook, LinkedIn or Twitter / X.

X: @Floify #mortgage #fintech #housingfinance #HousingWire #HWRisingStars

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floifys-sydney-barber-honored-with-housingwires-rising-stars-award/

Copr. © 2026 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P134336 NOREL-3B

 

Floify powers launch of Timberline Mortgage

Community bank selects scalable point-of-sale platform to support growth across Colorado markets

BOULDER, Colo., March 16, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Timberline Bank has selected its platform to power its recently launched mortgage division. Founded in 2004, Timberline Bank is a Colorado-based community bank serving customers across western Colorado with locations in Grand Junction, Montrose and Aspen, delivering relationship-focused banking tailored to the needs of its local communities.

Floify powers launch of Timberline Mortgage
Image caption: Floify powers launch of Timberline Mortgage.

Launched in December 2025, Timberline Mortgage delivers personalized, competitive home financing solutions to local borrowers at each branch, backed by the strength and local commitment of its parent company.

As part of standing up the mortgage division, the six-person lending team conducted a comprehensive review of loan origination systems (LOS) and POS providers. “What became clear through the process was that Floify was offering a true partnership,” said Justin Harris, president of Timberline Mortgage. “As a newly launched mortgage division, it was critical for us to have a team that would support us as we grow. Floify’s onboarding and ongoing support gave us confidence that they’ll evolve alongside us.”

Timberline Mortgage worked closely with Floify’s implementation and training teams through twice-weekly working sessions tailored to the bank’s specific needs. Rather than requiring dedicated internal staff to manage the technology stack, Timberline has relied on Floify’s support team to configure workflows, milestones, and integrations with its LOS and pricing engine.

“We’re proud to support Timberline Bank as they launch Timberline Mortgage and deepen their commitment to community lending,” said Joshua Steffan, SVP and Group General Manager at Porch Group and Interim President and General Manager of Floify. “Community banks excel at relationship-driven service, and our role is to equip them with intuitive, scalable technology that strengthens that advantage. Floify will enable Timberline to grow confidently while delivering the seamless, high-touch experience their customers expect.”

ABOUT FLOIFY:

Floify is a fully configurable point of sale (POS) platform that streamlines the loan process with a secure application, communication and document portal between lenders, borrowers, referral partners and other mortgage stakeholders. Its Dynamic AI feature reimagines the mortgage application process by moving document collection and AI-driven data extraction to the very beginning of the process, allowing borrowers to upload key documents and have applications prepopulated with verified information, accelerating pre-approvals and simplifying the borrower experience. Floify is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more, visit https://floify.com/ or find us on social media at Facebook, LinkedIn or Twitter / X.

X: @Floify #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floify-powers-launch-of-timberline-mortgage/

Copr. © 2026 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P133906 NOREL-3B

 

Floify launches Dynamic Apps 2.0, enabling lenders to create fully customizable loan applications

New capability allows mortgage teams to tailor borrower applications by loan purpose while embedded AI automates data capture and underwriting preparation

BOULDER, Colo., March 10, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced the release of Dynamic Apps 2.0, a major platform enhancement that allows lenders to create fully customizable loan applications tailored to specific loan purposes, borrower scenarios and business workflows without relying on engineering resources or third-party integrations.

Floify logo
Image caption: Floify.

With Dynamic Apps 2.0, lenders can configure application experiences for loan types beyond traditional purchase and refinance mortgages, including HELOCs, construction loans, agricultural lending, non-QM products and other specialized financing options, without requiring custom development or separate application flows.

This new capability enables lenders to control which application sections and questions appear for each loan type and automate downstream processes such as document requests and disclosures, allowing them to expand into new lending categories while maintaining a single, scalable technology platform.

Dynamic Apps 2.0 works in sync with Floify’s previously embedded AI capabilities to extract borrower data from uploaded documents, auto-populate portions of the 1003 loan application, validate document uploads and assist with income calculations and underwriting preparation. By combining configurable workflows with automation, lenders can reduce manual data entry, improve application accuracy and accelerate file readiness earlier in the loan process.

“Dynamic Apps 2.0 allows lenders to design application experiences that match their workflows and product mix, whether that’s a traditional mortgage, a HELOC or a specialty lending program,” said Sydney Barber, head of product at Floify. “By tailoring the application structure to the loan purpose, lenders can capture the right information upfront and eliminate unnecessary friction for both borrowers and lending teams.”

“This is a major step forward in turning the POS into a configurable growth platform for lenders,” said Joshua Steffan, SVP and Group General Manager at Porch Group and Interim President and General Manager of Floify. “By pairing configurable applications with embedded AI automation, lenders can streamline data capture, reduce manual work and move cleaner loan files through the process faster.”

Dynamic Apps 2.0 is available now. Learn more at booth 713 at ICE Experience, March 16–18 and request a demo at https://bit.ly/3NgpE5j

ABOUT FLOIFY:

Floify is a fully configurable point of sale (POS) platform that streamlines the loan process with a secure application, communication and document portal between lenders, borrowers, referral partners and other mortgage stakeholders. Its Dynamic AI feature reimagines the mortgage application process by moving document collection and AI-driven data extraction to the very beginning of the process, allowing borrowers to upload key documents and have applications prepopulated with verified information, accelerating pre-approvals and simplifying the borrower experience. Floify is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more, visit https://floify.com/ or find us on social media at Facebook, LinkedIn or Twitter / X.

X: @Floify #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floify-launches-dynamic-apps-2-0-enabling-lenders-to-create-fully-customizable-loan-applications/

Copr. © 2026 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P133794 NOREL-3B

 

Floify’s Sydney Barber recognized with MBA Residential mPact Young Professionals Spotlight Award

BOULDER, Colo., March 6, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Sydney Barber, head of product, has been named a 2026 recipient of the Mortgage Bankers Association’s (MBA) Residential mPact Young Professionals Spotlight Award. Barber was one of only five professionals selected for the honor, which recognizes industry leaders under 40 who are driving meaningful impact within their organizations, strengthening communities and helping shape the future of homeownership.

Sydney Barber of Floify
Photo caption: Sydney Barber of Floify.

Since joining Floify in 2019, Barber has played a key role in shaping the company’s product strategy and expanding the capabilities of its POS platform to better serve lenders and borrowers. Her leadership has helped drive Floify’s continued growth and a customer satisfaction rating of 98.2%, while introducing new capabilities designed to simplify workflows, reduce costs and expand access to home financing.

Barber led the development of Dynamic Apps, a no-code feature that enables lenders to tailor loan applications by loan type. She followed that with Dynamic AI, an AI-driven capability that prioritizes document collection before the loan application, allowing AI-driven data extraction and validation to pre-populate borrower applications. Most recently, she guided Dynamic Apps 2.0 to market, enabling lenders to tailor application flows by loan type, including HELOC, construction, ag, non-QM and more.

Barber has also been instrumental in advancing borrower-centric innovation across the platform, helping make Floify the first mortgage POS to offer fully translated loan applications, ADA-compliant borrower interfaces and direct automated underwriting system (AUS) support for on-time rent payment data through Fannie Mae and Freddie Mac.

Beyond her professional contributions, Barber is active in her community, volunteering with Habitat for Humanity in Boulder and serving as a volunteer judge for the Colorado Future Business Leaders of America (FBLA), where she mentors and encourages the next generation of business leaders.

“Sydney has an exceptional ability to translate complex industry challenges into technology that makes life easier for lenders and borrowers alike,” said Joshua Steffan, SVP and Group General Manager at Porch Group and Interim President and General Manager of Floify. “This recognition from MBA reflects the impact she’s already making across the mortgage ecosystem, and we’re incredibly proud to see her honored among the industry’s rising leaders.”

For a complete list of winners, view the MBA mPact announcement on LinkedIn:

ABOUT FLOIFY:

Floify is a fully configurable point of sale (POS) platform that streamlines the loan process with a secure application, communication and document portal between lenders, borrowers, referral partners and other mortgage stakeholders. Its Dynamic AI feature reimagines the mortgage application process by moving document collection and AI-driven data extraction to the very beginning of the process, allowing borrowers to upload key documents and have applications prepopulated with verified information, accelerating pre-approvals and simplifying the borrower experience. Floify is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more, visit https://floify.com/ or find us on social media at Facebook, LinkedIn or Twitter / X.

X: @Floify @MBAmortgage #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floifys-sydney-barber-recognized-with-mba-residential-mpact-young-professionals-spotlight-award/

Copr. © 2026 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P133736 NOREL-3B

 

National Mortgage Professional names Floify’s Jason Mapes as a 2026 Industry Titan

Floify's head of sales recognized for decades of advancing mortgage technology and borrower-centric innovation

BOULDER, Colo., Feb. 24, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Head of Sales Jason Mapes has been named an Industry Titan by National Mortgage Professional (NMP) for 2026. The Industry Titan designation recognizes individuals whose leadership and influence have helped shape the mortgage industry.

Jason Mapes Floify head of sales
Image caption: Jason Mapes Floify head of sales.

Mapes began his career as a loan originator and later managed a branch of 50 loan officers, providing him with firsthand insight into the operational realities that lenders and borrowers face every day. That experience shaped his transition into mortgage technology, where he has focused on improving efficiency, transparency and the borrower experience across the industry.

Mapes is widely respected for prioritizing the betterment of the mortgage profession without seeking recognition. Rather than focusing solely on sales outcomes, he invests time listening to lender challenges, sharing best practices and recommending solutions that serve their long-term success, even when that means referring business elsewhere. His service-first approach has helped elevate professional standards and foster trust across the industry.

At Floify, Mapes plays a central role in expanding the adoption and understanding of point-of-sale platforms. He has helped reposition these systems from basic application tools into configurable ecosystems that streamline workflows, strengthen compliance and improve communication throughout the loan process. His ability to translate lender needs into practical technology solutions has enabled mortgage professionals to deliver faster, smoother, and more modern experiences for borrowers nationwide.

“Jason leads with authenticity, deep industry knowledge and a genuine commitment to helping others succeed,” said Joshua Steffan, senior vice president and group general manager at Porch Group and interim president and general manager of Floify. “His Industry Titan recognition highlights the influence he’s had not just at Floify, but across the mortgage industry as a whole.

For a complete list of 2026 NMP Industry Titan winners, visit the full winners announcement page: https://nationalmortgageprofessional.com/news/2026-industry-titans-pinnacle-professional-excellence

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

X: @Floify #mortgage #fintech #housingfinance @NMPmagazine

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/national-mortgage-professional-names-floifys-jason-mapes-as-a-2026-industry-titan/

Copr. © 2026 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P133418 NOREL-3B

 

OCCU selects Floify to support scalable, member-centric lending

AI-enabled point-of-sale platform to streamline the lending experience from application to funded loan

BOULDER, Colo., Feb. 17, 2026 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that OCCU has selected Floify to support its next phase of member-centric lending and long-term growth. OCCU is a member-owned, not-for-profit credit union based in Eugene, Oregon, with more than 284,000 members.

OCCU selects Floify to support scalable, member-centric lending
Image caption: OCCU selects Floify to support scalable, member-centric lending.

OCCU evaluated new technology as part of a broader effort to modernize its mortgage operations, focusing on improving workflow efficiency, strengthening communication, and ensuring the organization could support future growth in an increasingly competitive marketplace.

During its evaluation, OCCU found that while many vendors offered similar baseline functionality, Floify differentiated itself through its collaborative approach, best-in-class service model and ability to support future growth without disruption.

“Member expectations continue to evolve, and we wanted a solution that supports a truly holistic lending experience while giving us the ability to scale,” said Bill Bolton, vice president, mortgage strategy and planning at OCCU. “Floify stood out not just for its core functionality, but for its approach to partnership. Early on, it was clear that the Floify team understood our vision, where we want to grow and how their forward-thinking roadmap, including enhancements and AI, can get us there.”

Through the partnership, OCCU expects to improve file flow visibility, reduce back-and-forth communication, and deliver more seamless experiences for both loan officers and borrowers. Floify’s streamlined integrations will also help OCCU scale operations while maintaining a high standard of service.

“We’re proud to partner with OCCU as they continue to invest in technology that puts members first,” said Joshua Steffan, SVP and Group General Manager at Porch Group and Interim President and General Manager, Floify. “Their focus on experience, scalability and long-term growth aligns perfectly with how we build and evolve our platform.”

ABOUT FLOIFY:

Floify is a fully configurable point of sale (POS) platform that streamlines the loan process with a secure application, communication and document portal between lenders, borrowers, referral partners and other mortgage stakeholders. Its Dynamic AI feature reimagines the mortgage application process by moving document collection and AI-driven data extraction to the very beginning of the process, allowing borrowers to upload key documents and have applications prepopulated with verified information, accelerating pre-approvals and simplifying the borrower experience. Floify is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more, visit https://floify.com/ or find us on social media at Facebook, LinkedIn or Twitter / X.

ABOUT OCCU:

OCCU is a not-for-profit financial cooperative with more than $3.5 billion in assets. The credit union was founded in Eugene, Oregon, in 1956 and remains headquartered there. OCCU has an expanding network of branches and digital tools to provide its more than 284,000 member-owners with a full suite of financial products and services. Membership is open to anyone living or working in most of Oregon, southwest Idaho and anywhere in Washington. Learn more at MyOCCU.org.

X: @Floify #mortgage #fintech #housingfinance @oregonccu

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/occu-selects-floify-to-support-scalable-member-centric-lending/

Copr. © 2026 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P133193 NOREL-3B

 

Floify’s Sydney Barber honored with 40 Under 40 award for industry leadership

Barber recognized for advancing inclusive, intelligent mortgage technology that empowers lenders and opens doors to homeownership

BOULDER, Colo., Dec. 8, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Head of Product Sydney Barber, 32, has been recognized by National Mortgage Professional magazine as one of its 2025 “40 Under 40” award winners. The award acknowledges rising leaders who are making a significant impact on the mortgage industry and is presented to each recipient only once.

Sydney Barber of FLOIFY
Image caption: Floirdy Head of Product, Sydney Barber.

Barber joined Floify in 2019 and her leadership has been central to Floify’s mission to simplify and modernize the lending process. As head of product, she leads the design and delivery of next-generation tools within the POS, including no-code configuration capabilities, ADA-compliant borrower interfaces, income and employment verification, and direct integrations with Fannie Mae and Freddie Mac’s automated underwriting systems. Under her direction, Floify also became one of the first POS platforms to introduce multilingual application options and rent-payment data integrations to better support underserved borrowers.

Most recently, Barber led the development of Dynamic AI. This adaptive framework transforms the mortgage application process by enabling borrowers to securely upload key financial documents, such as pay stubs, W-2s, and IDs. At the same time, Floify’s AI instantly extracts, verifies and prepopulates the application with accurate data.

Dynamic AI integrates seamlessly with major LOSs, CRMs, pricing engines and automated underwriting systems, ensuring verified data flows effortlessly from application to approval. This innovation enables lenders to issue faster pre-approvals, allowing them to focus more on client relationships. At the same time, borrowers enjoy a transparent, mobile-first experience from the first click to closing.

“Dynamic AI reflects the kind of forward thinking Sydney brings to Floify every day,” said Joshua Steffan, senior vice president and group general manager at Porch Group and interim president and general manager at Floify. “Her product vision and leadership has given us the ability to deliver faster, more transparent experiences for borrowers and give lenders the agility they need to adapt in real time.”

In addition to her product leadership, Barber is a frequent contributor to industry panels and publications on borrower-centric design and the future of digital lending. She also mentors emerging product professionals and volunteers with Habitat for Humanity, underscoring her commitment to community and accessibility in homeownership.

For a complete list of 2025 40 Under 40 winners, visit the National Mortgage Professional website or: https://nationalmortgageprofessional.com/news/talent-wont-wait-12072025

About Floify:

Floify is a fully configurable point of sale (POS) platform that streamlines the loan process with a secure application, communication and document portal between lenders, borrowers, referral partners and other mortgage stakeholders. Its Dynamic AI feature reimagines the mortgage application process by moving document collection and AI-driven data extraction to the very beginning of the process, allowing borrowers to upload key documents and have applications prepopulated with verified information, accelerating pre-approvals and simplifying the borrower experience. Floify is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more, visit https://floify.com/ or find us on social media at Facebook, LinkedIn or Twitter / X.

X: @Floify #mortgage #fintech #housingfinance @NMPmagazine

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floifys-sydney-barber-honored-with-40-under-40-award-for-industry-leadership/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P131540 NOREL-3B

 

Floify launches Dynamic AI: embedded intelligence that elevates the mortgage POS experience

Live demo scheduled during MBA Annual's Hub Stage Tech Showcase, Monday, Oct. 20, at approximately 3:25 p.m.

BOULDER, Colo., Oct. 14, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced the launch of Dynamic AI, a new capability that reimagines the mortgage application process by moving document collection and AI-driven data extraction to the very beginning of the process.

Floify logo
Image caption: Floify launches Dynamic AI: embedded intelligence that elevates the mortgage POS experience.

Instead of answering lengthy questionnaires, borrowers simply upload their key documents — like pay stubs, W-2s, and IDs — and Floify’s embedded AI extracts and validates the data automatically. The application then prepopulates with verified information before a single question is asked, reducing manual data entry for loan officers and streamlining the application completion process.

Because Dynamic AI is built into Floify’s proven POS platform, lenders can leverage its capabilities without the risk or disruption that often accompanies integrating entirely new systems. The platform connects with leading LOSs, CRMs, pricing engines, automated underwriting systems, verification services and credit providers to create a more seamless, intelligent workflow from application to approval.

Embedding AI directly within the POS enhances the borrower experience from the very first interaction. Instead of juggling multiple portals or duplicating requests, borrowers can securely upload documents, view key details prepopulated and complete tasks in minutes. With much of the data collection and validation handled upfront, lenders can issue pre-approvals more quickly and borrowers can move confidently toward closing.

“By integrating AI where borrowers begin their journey — in the POS — Floify eliminates the need for multiple portals or disconnected systems,” said Sydney Barber, Head of Product at Floify. “Borrowers can securely upload documents, see key details autofilled and complete essential tasks in minutes. For loan officers, this means faster verifications, pre-approvals ready for same-day use, and more time spent advising clients instead of managing files.”

“Borrowers want trusted guidance and simplicity when making one of the biggest financial decisions of their lives,” said Joshua Steffan, SVP and Group General Manager at Porch Group and Interim President and General Manager of Floify. “Dynamic AI enhances the process at every step, helping lenders deliver faster, clearer outcomes with confidence.”

Floify will debut Dynamic AI live at the MBA Annual Convention & Expo in Las Vegas, during the Hub Stage Tech Showcase at the Fontainebleau on Monday, October 20, at approximately 3:25 p.m. The feature will also be available for hands-on exploration in the Floify booth throughout the event, Oct. 19-22.

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

X: @Floify #mortgage #fintech #housingfinance @MBAMortgage #MBAAnnual25

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floify-launches-dynamic-ai-embedded-intelligence-that-elevates-the-mortgage-pos-experience/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P130085 NOREL-3B

 

Floify’s head of marketing Courtney Dodd named to MBA’s Associate Advisory Council

Appointment highlights Floify's growing influence in fintech innovation and mortgage industry leadership

BOULDER, Colo., Oct. 7, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that its head of marketing Courtney Dodd has been appointed to the Mortgage Bankers Association’s (MBA) Associate Advisory Council (MAAC).

Floify’s head of marketing Courtney Dodd named to MBA’s Associate Advisory Council
Image caption: head of marketing Courtney Dodd.

The MAAC represents a diverse group of MBA Associate Members across multiple membership tiers, giving voice to their ideas and interests to strengthen the mortgage industry as a whole. Its mission is to unite Associate Member companies, foster collaboration and innovation and serve as a bridge between service providers and MBA’s lender/servicer community, while elevating the contributions of Associate Members.

Dodd joined Floify in 2023, bringing with her more than 12 years of marketing leadership experience in the mortgage and fintech industries. Since stepping into her role, she has executed a comprehensive full-funnel marketing strategy that rebranded Floify and solidified its standing as a fintech leader. She has also played a pivotal role in the launch of Floify Broker Edition, Floify Lender Edition, and most recently spearheaded the introduction of Dynamic AI, a no-code feature empowering lenders and brokers to customize borrower applications.

Prior to Floify, Dodd served as Director of Integrated Marketing at SimpleNexus (now an nCino company), overseeing events, association partnerships, demand generation, and account-based marketing. She previously held key marketing roles at Ellie Mae (now ICE Mortgage Technology), Calyx Software, and PrimeLending, leading strategic initiatives in branding, positioning, communications and go-to-market planning.

“Courtney’s appointment to MBA’s Associate Advisory Council underscores both her leadership in the mortgage fintech space and her ability to bring innovative ideas to the table,” said Joshua Steffan, SVP and Group General Manager at Porch Group and Interim President and General Manager, Floify. “Her perspective and experience will be an asset not just to Floify, but to the entire mortgage community as she helps advance the MBA’s mission.”

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

About Mortgage Bankers Association:

Mortgage Bankers Association (MBA) is the leading national association representing all segments of the real estate finance industry. Headquartered in Washington, D.C., MBA works to advance the mortgage industry through advocacy, research, education, and collaboration, representing over 2,000 member companies. For more information on MBA’s Associate Advisory Council, please contact: Alicia Goncalves, CMB, Director of Associate Membership, Mortgage Bankers Association at agoncalves@mba.org.

X: @Floify #mortgage #fintech #housingfinance @MBAmortgage

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floifys-head-of-marketing-courtney-dodd-named-to-mbas-associate-advisory-council/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P129904 NOREL-3B

 

Genisys Credit Union partners with Floify to enhance the member mortgage experience

Top 75 credit union selects Floify's flexible platform to streamline workflows and expand digital lending capabilities

BOULDER, Colo., Sept. 23, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Genisys Credit Union has selected its platform to streamline mortgage lending workflows and deliver an improved member experience. The partnership reflects Genisys’ focus on flexible technology solutions and Floify’s commitment to supporting credit unions with scalable tools.

Genisys Credit Union partners with Floify
Image caption: Genisys Credit Union partners with Floify.

Genisys Credit Union, headquartered in Auburn Hills, Michigan, serves over 290,000 members through its 30 branches across Michigan and Minnesota. The credit union offers a full range of financial products and services, including real estate lending, personal banking and investment solutions.

Genisys is fully implementing Floify to modernize and replace outdated legacy systems. With Floify, loan officers can manage multiple workflows seamlessly, supporting traditional loan products and specialized offerings such as new construction and home equity lines of credit (HELOCs). The platform enhances efficiency, streamlines borrower experiences and positions Genisys to stay ahead of industry demands. Genisys looks forward to learning more about Floify’s forthcoming Dynamic AI feature, further boosting automation and the ability to customize workflows.

“Floify appears very easy to navigate for users with an embedded verification workflow, and it is cost-effective,” said Lance Smith, Vice President of Real Estate Lending at Genisys. I see Floify significantly enhancing our customer experience, data gathering at POS, and developing some excellent AI tools, all of which help the efficiency of our sales team.”

The collaboration underscores both organizations’ commitment to advancing digital lending for credit union members.

“Credit unions like Genisys are investing in technology to compete more effectively and better serve their members,” said Joshua Steffan, senior vice president and group general manager at Porch Group and interim president and general manager of Floify. “By delivering configurable workflows and responsive customer service, Floify is helping credit unions modernize mortgage lending and elevate the member experience.”

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Twitter: @Floify @GenisysCU #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/genisys-credit-union-partners-with-floify-to-enhance-the-member-mortgage-experience/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P129495 NOREL-3B

 

Floify wins 2025 PropTech Breakthrough Award for Best Loan Origination Solution

Hosted by the Tech Breakthrough market intelligence group, the Breakthrough Awards celebrate trailblazers, innovators and visionaries transforming the real estate tech landscape

BOULDER, Colo., Aug. 14, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced it has been named the 2025 PropTech Breakthrough Award winner for Loan Origination Solution of the Year. The annual awards program recognizes the most innovative technology companies, products and services shaping the future of real estate.

Floify logo
Image caption: Floify logo.

Floify delivers a simple, collaborative space where lenders, borrowers, referral partners and other mortgage stakeholders can work together in real time to streamline the home financing process. Borrowers can submit applications, upload and sign documents, communicate with loan teams and track loan status all in one place. Similarly, lenders and their loan teams can use no-code toggles to configure automated workflows that streamline back-office processes and configure the borrower experience to align with lender service standards.

With more than 100 product updates delivered in the past three years, Floify continues to demonstrate its dedication to innovation and enhancing the mortgage lending experience.

These include:

  • Dynamic Apps – A no-code feature that dynamically adjusts application questions based on borrower input to boost speed, completion rates and compliance.
  • Floify Verify – Native verification of income and employment (VOI/E) that cuts costs by 60%-80% over legacy methods, enables no-cost reverifications, reduces closing times by up to a week and mitigates buyback risk.
  • Free Native eSign – Replaces third-party eSigning tools, with one lender saving $300,000 annually in fees.
  • Dozens of Native Integrations and APIs – Supports real-time data exchange and enhanced workflow efficiency.

Over the past year, more than 10,000 loan originators and brokers have used Floify to process over 427,440 mortgage loan applications. Floify also earned a 98.2% customer satisfaction score in 2024.

“We’re thrilled to be honored as Loan Origination Solution of the Year by the PropTech Breakthrough Awards,” said Joshua Steffan, SVP and Group General Manager at Porch Group and Interim President and General Manager of Floify. “This recognition reflects our commitment to delivering technology that empowers lenders and brokers to close loans faster, operate more efficiently and deliver an outstanding borrower experience. Our team’s focus on innovation and measurable results is making a real difference in the mortgage industry.”

For a full list of winners, visit the tech breakthrough market intelligence group website: https://proptechbreakthrough.com/2025-winners/

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Twitter: @Floify #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floify-wins-2025-proptech-breakthrough-award-for-best-loan-origination-solution/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P128460 NOREL-3B

 

Floify named NMP Originator Choice winner for 2025

The NMP Originator Choice awards are a way for mortgage professionals to recognize and celebrate the best companies in the business

BOULDER, Colo., Aug. 13, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced it has been named as an NMP Originator Choice Winner for 2025, achieving silver in its category.

Floify logo
Image caption: Floify logo.

The NMP Originator Choice Awards, hosted by National Mortgage Professional (NMP) Magazine, are awards given to mortgage companies and service providers based on votes from mortgage industry professionals. These awards recognize companies that have consistently exceeded expectations, provided excellent support, and stood out as mortgage industry leaders.

While Floify continually releases updates, the company’s introduction of Dynamic Apps in 2025 is particularly notable. Dynamic Apps gives lenders unprecedented flexibility and represents a significant milestone in mortgage technology. As a no-code feature within Floify, Dynamic Apps allows lenders to tailor loan applications based on loan type, eliminating unnecessary questions and routing borrowers through a streamlined, relevant journey. This innovation is highly original and industry-defining in its ability to improve application completion rates, accelerate approvals and maintain compliance with evolving regulations.

Alongside its technical accolades, Floify expanded its presence in the mortgage ecosystem through strategic integrations with leading CRMs, LOS platforms and fintech partners — enabling greater configurability for lenders of all sizes. The company earned industry recognition for its technology and unwavering focus on customer success, as demonstrated by its consistently high customer satisfaction rating of 98.2. Backed by the scale and support of Porch Group, Floify navigated a shifting market with resilience, agility and vision, setting the stage for continued growth and leadership in the years ahead. Over the past year, more than 10,000 individual loan originators and mortgage brokers have relied on Floify to collect more than 427,440 mortgage loan applications.

“We’re honored to be named to NMP’s 2025 Originator Choice Winners list,” said Joshua Steffan, SVP & Group General Manager at Porch Group and Interim President and GM of Floify. “This recognition reflects our team’s unwavering commitment to innovation and exceptional value.”

For the full list of winners, please visit https://nationalmortgageprofessional.com/news/originator-choice-awards-2025

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Twitter: @Floify #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floify-named-nmp-originator-choice-winner-for-2025/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P128432 NOREL-3B

 

Floify’s head of product Sydney Barber receives 2025 Mortgage Star Award

Mortgage Women Magazine's annual award program celebrates strong and inspiring women within the mortgage sector

BOULDER, Colo., July 9, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Sydney Barber, head of product, has received a 2025 Mortgage Star Award. The Mortgage Star awards honor exceptional women in the mortgage and housing finance industry who demonstrate leadership, innovation and a commitment to advancing the profession.

Sydney Barber, Head of Product at Floify
Image caption: Sydney Barber, Head of Product at Floify.

Barber joined Floify in 2019, and her outstanding product knowledge and commitment to continual improvements have propelled her to head product development for the popular POS platform. Under her leadership, Floify has introduced dozens of POS innovations benefitting both lenders and homebuyers. In 2024, her team rolled out Floify Verify, a cost-effective way for lenders to verify employment and income in the Floify environment without the hassle of managing additional vendors, all at 60–80% less costly than legacy verification methods.

Earlier this year, Floify released Dynamic Apps, a no-code feature that lets lenders tailor loan applications in the popular POS based on loan type to easily add Non-QM, construction loans, HELOCs or other loan types, creating new revenue paths while staying fully compliant with industry regulations. Additionally, Floify became the first POS to offer translations on loan applications, to offer ADA-compliant borrower interfaces, and to support the Fannie Mae and Freddie Mac initiative to consider on-time rent payments as valid automated underwriting system inputs.

While mentoring can eat into project time upfront, it’s an investment she’s committed to making to help her colleagues meet their professional goals. Barber frequently meets with team members and others within the organization to help them better understand Floify’s desire to deliver more value to its customers and how to thrive in its collaborative and open culture, where new ideas are encouraged at all levels.

Outside of work, Barber participates in Habitat for Humanity home-building project in Boulder. She is also a volunteer judge for the Colorado Future Business Leaders of America (FLBA), having recently judged its graphic design competition.

“Sydney provides her hand-picked team with a broad understanding of the mortgage process so they fully understand the business and challenges our customers face,” said Sofia Rossato, Floify’s president and general manager. “This makes the team cohesive and obsessed with delivering value to our customers with each new product feature and iteration. They are a big part of why Floify earns a stunning 98.2% customer satisfaction rating.”

For a complete list of this year’s Mortgage Star Award winners, visit Mortgage Women Magazine’s website https://www.ambizmedia.com/recognition/mwm-mortgage-star

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Twitter: @Floify #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floifys-head-of-product-sydney-barber-receives-2025-mortgage-star-award/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P127574 NOREL-3B

 

Floify receives inaugural Game Changer award from PROGRESS in Lending

Dynamic Apps cited for transforming the borrower experience and lender agility

BOULDER, Colo., July 8, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, announced today that its no-code Dynamic Apps engine has been selected as the first-ever Game Changer Award recipient by PROGRESS in Lending. The technology tailors every loan application to a borrower’s exact purpose while ensuring airtight compliance.

Floify
Image caption: Floify logo.

The Game Changer Award debuted this year as the newest honor in PROGRESS in Lending’s broader awards program, which has highlighted breakthrough mortgage-technology achievements since 2011 and is widely recognized as a barometer of excellence across housing finance.

The association created the Game Changer Award to celebrate solutions that “reshape the mortgage industry and improve the lending process,” criteria that Dynamic Apps meets by fusing deep personalization and built-in compliance into a single, lender-controlled workflow.

“Dynamic Apps turns the loan application from an obstacle course into a red-carpet experience,” said Sydney Barber, Floify’s head of product. “By allowing operations and compliance teams to refine workflows in minutes instead of months, we’re giving lenders the agility they need and borrowers the simplicity they expect. Receiving the inaugural Game Changer award from PROGRESS in Lending affirms just how significant this advancement is for the industry.”

To see the full list of award recipients, visit https://mymortgagemindset.com/category/our-awards/game-changer-award/

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Twitter: @Floify #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floify-receives-inaugural-game-changer-award-from-progress-in-lending/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P127514 NOREL-3B

 

Floify’s Sofia Rossato named to Inman’s Best of Finance list for 2025

Now in its third year, the Best in Finance award recognizes individuals for their measurable impact on the residential lending industry

BOULDER, Colo., June 25, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Sofia Rossato, its president and general manager, has been named a recipient of Inman’s 2025 Best of Finance award. Unlike many awards where leaders are nominated by their companies, this award is managed entirely by the Inman editorial team to recognize leaders driving meaningful change in the lending industry independently.

Floify President Sofia Rossato
Image caption: Floify President Sofia Rossato.

Rossato took the reins at Floify in 2022, bringing more than 25 years of experience in growing companies in start-up and large corporate environments in property technology, fintech and messaging to the role. Her unique background enabled her to strengthen Floify’s market footprint and champion features that give lenders more flexibility and improve homeownership accessibility.

Under Rossato’s leadership, Floify introduced a Lender Edition and Broker Edition of its popular POS in 2023; launched Floify Verify, a native electronic verification of income and employment (VOIE) service in 2024; and, in 2025, added Dynamic Apps, a no-code feature that lets lenders tailor loan applications based on loan type. Well-known for its customer service and continual product improvement, Floify received an exceedingly high customer satisfaction rating of 98.2% for 2024.

Prior to Floify, Rossato was CEO of SnapEngage, a leading B2B Messaging and Live Chat solution and was COO of a $5 billion division of fintech company IHS Markit, where she led cross-functional growth, cost, innovation and expansion initiatives.

“I’m immensely honored to be chosen by the editors at Inman for this honor and want to acknowledge the incredible team we’ve assembled for its hard work and passion to innovate,” Rossato said. “I’m proud of the products we’ve launched and the business value they provide to lenders and brokers, especially during a time when we all need to contain costs, boost productivity and remain agile. We are proud to be leading this charge for our customers.”

For a complete list of Inman 2025 Best of Finance award winners, visit the Inman websitehttps://www.inman.com/best-of-finance-awards/.

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Twitter: @Floify #mortgage #fintech #housingfinance @EngageProgress

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floifys-sofia-rossato-named-to-inmans-best-of-finance-list-for-2025/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P127159 NOREL-3B

 

Floify’s Sofia Rossato named to Progress in Lending’s 2025 most powerful women in fintech list

Now in its seventh year, the Most Powerful Women in FinTech award recognizes women who are reshaping the financial services industry

BOULDER, Colo., June 10, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that its president and general manager, Sofia Rossato, has received the 2025 Most Powerful Women in FinTech award from Progress in Lending (PIL). The PIL award is a prestigious, annual recognition celebrating professionals who are innovating, optimizing processes and shaping the future of mortgage finance and broader financial services.

Floify President Sofia Rossato
Image caption: Floify President Sofia Rossato.

Rossato brought over 25 years of experience growing companies in start-up and large corporate environments in property technology, fintech and messaging when she joined Floify in 2022. Her unique background enabled her to strengthen Floify’s market footprint and champion features that give lenders more flexibility and improve homeownership accessibility. Under Rossato’s leadership, Floify introduced a Lender Edition and Broker Edition of its popular POS in 2023; launched Floify Verify, a native electronic verification of income and employment (VOIE) service in 2024; and, in 2025, added Dynamic Apps, a no-code feature that lets lenders tailor loan applications based on loan type. Well-known for its customer service and continual product improvement, Floify received an exceedingly high customer satisfaction rating of 98.2% for 2024.

Prior to Floify, Rossato was CEO of SnapEngage, a leading B2B Messaging and Live Chat solution. Sofia managed SnapEngage’s operations across sales, marketing, product, engineering, client success, support, finance and talent and implemented a new operating framework, incentive plan and investment strategy. Before SnapEngage, Rossato was COO of a $5 billion division of fintech company IHS Markit, where she led cross-functional growth, cost, innovation and expansion initiatives.

“I’m incredibly honored to be recognized among such trailblazing women in fintech. This award is a testament to the passion and commitment of the entire Floify team, who work daily to push the boundaries of what’s possible in mortgage technology,” Rossato said. “Together, we’re redefining the borrower experience and building a more innovative, inclusive future for financial services.”

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Twitter: @Floify #mortgage #fintech #housingfinance @EngageProgress

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floifys-sofia-rossato-named-to-progress-in-lendings-2025-most-powerful-women-in-fintech-list/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P126862 NOREL-3B

 

Courtney Dodd of Floify named to HousingWire’s 2025 Marketing Leaders list for a second year in a row

HousingWire's Marketing Leaders award celebrates the most innovative and influential marketing executives in the housing finance industry

BOULDER, Colo., June 2, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Courtney Dodd, head of marketing, has been named to HousingWire’s prestigious Marketing Leaders list for 2025. She was also a 2024 Marketing Leaders recipient. The Marketing Leaders award honors the outstanding accomplishments of mortgage and real estate marketing executives who are the visionaries behind the strategies, campaigns and branding efforts that push the industry forward.

Courtney Dodd of Floify
Image caption: Courtney Dodd of Floify.

Dodd joined Floify in 2023 with 12 years of experience in the mortgage and fintech industries and quickly set to work executing a comprehensive full-funnel marketing strategy that rebranded Floify — a highly intuitive POS platform — and solidified its standing as a fintech leader. Courtney has played a key role in the successful launches of Floify Broker Edition and Floify Lender Edition, and in 2025 spearheaded the release of Dynamic Apps, a no-code feature that empowers users to customize borrower applications for new products.

Many of the fast-track achievements Dodd is implementing at Floify draw from her prior 12 years of experience leading large-scale fintech marketing initiatives. The industry veteran was formerly the director of integrated marketing at SimpleNexus (now an nCino company), where she oversaw all of SimpleNexus’s events and conferences, association relationships, demand gen marketing, digital marketing and account-based marketing.

Prior to SimpleNexus, Dodd was product marketing manager at Ellie Mae (now ICE Mortgage Technology), where she led strategic product marketing initiatives including branding, positioning, client communications and go-to-market planning. She also served as marketing manager at Calyx Software and was the regional marketing consultancy team lead at PrimeLending, a PlainsCapital Company.

“Courtney’s extensive expertise in mortgage marketing has helped us adeptly respond to the industry’s fluctuations, ensuring we remain responsive and relevant for our customers,” said Sofia Rossato, Floify’s president and general manager. “We are extremely proud of Courtney’s achievements, especially in earning this recognition two years running.”

For a complete list of HousingWire 2025 Marketing Leaders winners, please visit the HousingWire website.

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Twitter: @Floify #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/courtney-dodd-of-floify-named-to-housingwires-2025-marketing-leaders-list-for-a-second-year-in-a-row/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P126652 NOREL-3B

 

Floify’s Maggie Zielinski Swanson named to HousingWire’s 2025 Rising Stars list

HousingWire's Rising Stars award recognizes emerging industry leaders who have demonstrated rapid career growth and an ability to lead - all before the age of 40

BOULDER, Colo., April 1, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that Enterprise Account Executive/Sales Engineer Maggie Zielinski Swanson has been named to HousingWire’s prestigious Rising Stars list for 2025.

2025 HousingWire Rising Star Maggie Swanson
Image caption: 2025 HousingWire Rising Star Maggie Swanson.

HousingWire’s Rising Stars award is given to individuals under 40 years of age who demonstrate impressive professional momentum and are building reputations for driving growth and change in the real estate, mortgage and housing-related industries. Swanson has been selected in the Mortgage category.

Swanson, 29, joined Floify in 2021 as a skilled sales professional and has quickly become an indispensable force in the company’s collaborative culture and growth. As the company’s first enterprise sales executive, she quickly mastered the complex needs of credit unions, IMBs and banks, and was instrumental in the launch of Floify Lender Edition.

A gifted self-starter, the first-generation American has charted her own course, listening to lenders to understand what keeps them up at night and identifying how to position Floify’s features in ways that address their cost and process challenges. Her ability to earn the business of large enterprise accounts, lead sales training and represent Floify at major events has strengthened the company’s reputation and market presence. Over the past year, her efforts have put Floify in a stronger competitive position, closing major accounts while receiving praise from customers and the Floify team.

“Maggie is always looking to learn, and she has been undeterred by the complexity and scale of mortgage technology and mortgage lending ecosystems,” said Sofia Rossato, Floify’s president and general manager and 2024 HousingWire Women of Influence winner. “Maggie’s persistence, coupled with her joyous and approachable demeanor, have helped our clients achieve positive business outcomes, and we are so pleased to see her efforts recognized by HousingWire.”

For a complete list of HousingWire 2025 Rising Star winners, please visit the HousingWire website.

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company’s possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words “believes,” “estimates,” “expects,” “projects,” “forecasts,” “may,” “will,” “should,” “seeks,” “plans,” “scheduled,” “anticipates,” “intends,” or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management’s interpretation of and compliance with such laws and regulations; (6) the Company’s reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management’s control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, “Risk Factors,” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, “Risk Factors,” in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission (“SEC”), all of which are available on the SEC’s website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

About Intercontinental Exchange

Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds and operates digital networks that connect people to opportunity. We provide financial technology and data services across major asset classes helping our customers access mission-critical workflow tools that increase transparency and efficiency. ICE’s futures, equity, and options exchanges – including the New York Stock Exchange – and clearing houses help people invest, raise capital and manage risk. We offer some of the world’s largest markets to trade and clear energy and environmental products. Our fixed income, data services and execution capabilities provide information, analytics and platforms that help our customers streamline processes and capitalize on opportunities. At ICE Mortgage Technology, we are transforming U.S. housing finance, from initial consumer engagement through loan production, closing, registration and the long-term servicing relationship. Together, ICE transforms, streamlines and automates industries to connect our customers to opportunity.

Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange. Information regarding additional trademarks and intellectual property rights of Intercontinental Exchange, Inc. and/or its affiliates is located here. Key Information Documents for certain products covered by the EU Packaged Retail and Insurance-based Investment Products Regulation can be accessed on the relevant exchange website under the heading “Key Information Documents (KIDS).”

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995 – Statements in this press release regarding ICE’s business that are not historical facts are “forward-looking statements” that involve risks and uncertainties. For a discussion of additional risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see ICE’s Securities and Exchange Commission (SEC) filings, including, but not limited to, the risk factors in ICE’s Annual Report on Form 10-K for the year ended December 31, 2023, as filed with the SEC on February 8, 2024.

X/Twitter: @Floify @ICEMortgageTech #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floifys-maggie-zielinski-swanson-named-to-housingwires-2025-rising-stars-list/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P125148 NOREL-3B

 

Floify taps Sol Klein as head of client experience and business operations

BOULDER, Colo., March 6, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced the appointment of Sol Klein as head of client experience and business operations. Klein, a seasoned mortgage technology executive with extensive experience in customer success and implementation, will lead initiatives to help clients maximize the value of their investment in Floify’s platform.

Floify taps Sol Klein as head of client experience and business operations
Image caption: Floify taps Sol Klein as head of client experience and business operations.

Klein brings more than a decade of experience in customer success and professional services leadership roles at top mortgage technology firms. Most recently, he served as head of customer success at Polly. Before that, he held leadership positions at SimpleNexus, an nCino company, including vice president of customer success and director of implementation and professional services. He previously worked at Ellie Mae (now ICE Mortgage Technology) as a senior advisory consultant and manager of advisory consulting.

“At Floify, we are deeply committed to ensuring our clients, from brokers to enterprise lenders, realize the full value of our platform,” said Sofia Rossato, Floify’s president and general manager. “Sol’s proven track record of driving customer success, optimizing client adoption and advocating for customer needs in product development makes him an ideal leader to elevate the Floify experience.”

In his new role, Klein will oversee the client lifecycle, from onboarding to ongoing engagement, ensuring rapid adoption and deeper utilization of Floify’s capabilities. He will also lead the company’s client success and professional services teams, developing strategies that foster long-term customer relationships and drive measurable business outcomes.

“I’m thrilled to join Floify and work alongside a team that is passionate about transforming the mortgage lending experience,” said Klein. “My focus will be on enhancing every touchpoint in the client journey, ensuring our customers are fully empowered to leverage Floify’s powerful tools to streamline operations, improve borrower satisfaction, and drive business success.”

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company’s possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words “believes,” “estimates,” “expects,” “projects,” “forecasts,” “may,” “will,” “should,” “seeks,” “plans,” “scheduled,” “anticipates,” “intends,” or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management’s interpretation of and compliance with such laws and regulations; (6) the Company’s reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management’s control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, “Risk Factors,” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, “Risk Factors,” in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission (“SEC”), all of which are available on the SEC’s website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

Twitter: @Floify #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floify-taps-sol-klein-as-head-of-client-experience-and-business-operations/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P124519 NOREL-3B

 

Floify introduces Dynamic Apps so lenders can tailor applications by loan type while supporting regulatory compliance

No-code custom loan applications supports improved borrower experience and faster loan processing

BOULDER, Colo., March 3, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced Dynamic Apps, a no-code feature that lets lenders tailor loan applications based on loan type. By eliminating irrelevant questions, Dynamic Apps shapes the home financing journey to borrowers’ unique goals while helping lenders accelerate approvals, improve application completion rates and maintain regulatory compliance.

Floify
Image caption: Floify.

Traditional loan applications follow a one-size-fits-all structure, often requiring borrowers to answer unnecessary questions. Dynamic Apps personalizes the application process by prompting borrowers to specify their loan purpose — such as purchase or refinance — at the beginning of the application for appropriate routing to specific questions. Based on their selection, the application adjusts, only guiding borrowers through questions relevant to their loan type.

Notably, Dynamic Apps allows lenders to create custom questions for specialized mortgages, such as non-QM and HELOC loans. It also supports HELOC lending compliance by presenting HELOC-specific disclosures within the loan application and by triggering HELOC-specific, rule-based workflows once a HELOC application has been submitted.

The configuration of questions to ask, require, or disable is based entirely on what the borrower selects upfront as their loan purpose. Dynamic Apps lets lenders customize question flow rather than omitting questions or entire sections from their application for certain loans. This enables borrowers to complete applications faster while improving application completion rates and helping lenders remain in compliance with industry regulations, such as those that prohibit asking applicants to provide demographic information for certain loan types.

“We see allowing lenders to collect information specific to the type of loan they are originating as a game-changer, streamlining the approval process and providing a red carpet experience for loan applicants,” says Sofia Rossato, president and general manager of Floify. “In essence, Dynamic Apps supports easily configurable, no-code application types that reduce application fallout and ultimately help lenders do more business.”

Dynamic Apps will be showcased at ICE Mortgage Technology’s ICE Experience, March 10-12, at Booth 417. Later in 2025, Floify will enhance Dynamic Apps to support additional types of loan application workflows.

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company’s possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words “believes,” “estimates,” “expects,” “projects,” “forecasts,” “may,” “will,” “should,” “seeks,” “plans,” “scheduled,” “anticipates,” “intends,” or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management’s interpretation of and compliance with such laws and regulations; (6) the Company’s reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management’s control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, “Risk Factors,” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, “Risk Factors,” in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission (“SEC”), all of which are available on the SEC’s website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

X/Twitter: @Floify #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floify-introduces-dynamic-apps-so-lenders-can-tailor-applications-by-loan-type-while-supporting-regulatory-compliance/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P124385 NOREL-3B

 

Jason Mapes, Floify’s head of sales, named a PROGRESS in Lending Thought Leader

BOULDER, Colo., Jan. 3, 2025 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that its Head of Sales, Jason Mapes, has been named a 2024 Thought Leader by PROGRESS in Lending (PIL). Now in its fourth year, PIL’s Thought Leader award recognizes industry thought leaders who are not afraid to “step forward and blaze a new trail.”

Jason Mapes Floify head of sales
Image caption: Jason Mapes Floify head of sales.

Mapes’s 23 years of experience in the mortgage industry includes roles in loan origination, branch management and sales at technology firms, including nCino, Ellie Mae (now ICE Mortgage Technology), Unify and Lenders One. Since joining Floify in May 2024, his deep understanding of the mortgage technology ecosystem and relationships with mortgage industry professionals have been instrumental in expanding Floify’s market presence and earning its very high customer satisfaction score of 98.2%.

“Jason is a talented sales executive, and the PIL Thought Leader award is the perfect acknowledgment of his creativity and passion to lead change,” said Sofia Rossato, Floify’s president and general manager. “His ideas are promoting efficiency, transparency, and accessibility, paving the way for a more modern, competitive and inclusive lending landscape.”

“At Floify, we empower lenders of all sizes and stripes with tools that streamline their operations and enable them to adapt swiftly in a dynamic market,” said Mapes. “This recognition is a testament to our vision of making mortgage processing as efficient and hassle-free as possible. We are grateful for this acknowledgment and remain dedicated to continuing our pursuit of excellence and innovation in the mortgage technology space.”

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company’s possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words “believes,” “estimates,” “expects,” “projects,” “forecasts,” “may,” “will,” “should,” “seeks,” “plans,” “scheduled,” “anticipates,” “intends,” or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management’s interpretation of and compliance with such laws and regulations; (6) the Company’s reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management’s control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, “Risk Factors,” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, “Risk Factors,” in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission (“SEC”), all of which are available on the SEC’s website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

X/Twitter: @Floify #brokers #mortgage #fintech

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/jason-mapes-floifys-head-of-sales-named-a-progress-in-lending-thought-leader/

Copr. © 2025 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P123126 NOREL-3B

 

Sydney Barber, Floify’s head of product, named a HousingWire 2024 Tech Trendsetter

BOULDER, Colo., Nov. 1, 2024 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced that its Head of Product, Sydney Barber, has been named a 2024 Tech Trendsetter by HousingWire. The HW Tech Trendsetters awards program seeks to recognize the people who drive innovation in the mortgage and real estate industries.

Sydney Barber of Floify
Image caption: Sydney Barber of Floify.

“The 2024 Tech Trendsetters represent a group of truly innovative leaders who are pushing the boundaries of what’s possible in mortgage and real estate,” said HousingWire Editor-in-Chief Sarah Wheeler. “These tech trailblazers are not just enhancing efficiency, but transforming the way businesses operate — from streamlining lending processes to improving the customer experience in real estate transactions. Their impact is reshaping both industries, and their forward-thinking solutions are setting new standards for how technology can drive growth and success in today’s evolving market.”

Barber joined Floify in 2019, and her outstanding product leadership has quickly propelled her through the ranks to head of product. She is a hands-on leader for every new feature and integration at Floify, having spearheaded more than 100 product updates in the past three years to help its customers operate more efficiently in a volatile market.

Under Barber’s direction, Floify has introduced groundbreaking features that improve homeownership accessibility. Notably, Floify was the first POS to offer translations on loan applications, offer ADA-compliant borrower interfaces, and support Fannie Mae and Freddie Mac’s initiative to consider on-time rent payments as valid AUS inputs.

In October 2024, Barber ushered the release of Floify Verify, a native verification of income and employment (VOIE) service for lenders and brokers. Floify Verify offers an elegant and cost-effective way for lenders to verify employment and income in the Floify environment without the hassle of managing additional vendors — all at 60–80% less cost than legacy verification methods.

“Sydney’s curiosity and her desire to help people overcome obstacles are what truly set her apart,” said Sofia Rossato, president and general manager at Floify and a HW Women of Influence winner in 2024. “When approaching challenges, I sometimes find myself asking, ‘What would Sydney do?’ We are proud of Sydney’s achievements and agree with HousingWire that she’s an exemplary person who is pushing the industry forward.”

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company’s possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words “believes,” “estimates,” “expects,” “projects,” “forecasts,” “may,” “will,” “should,” “seeks,” “plans,” “scheduled,” “anticipates,” “intends,” or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management’s interpretation of and compliance with such laws and regulations; (6) the Company’s reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management’s control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, “Risk Factors,” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, “Risk Factors,” in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission (“SEC”), all of which are available on the SEC’s website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

X/Twitter: @Floify #brokers #mortgage #fintech

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/sydney-barber-floifys-head-of-product-named-a-housingwire-2024-tech-trendsetter/

Copr. © 2024 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P121935 NOREL-3B

 

Floify launches Floify Verify, a native verification of income and employment service

Powered by Argyle, Floify Verify saves mortgage lenders time and money while providing access to GSE representations and warranties relief

BOULDER, Colo., Oct. 10, 2024 (SEND2PRESS NEWSWIRE) — Floify, the mortgage industry’s leading point-of-sale (POS) solution, today announced the availability of Floify Verify, a native electronic verification of income and employment (VOIE) service powered by Argyle. Designed to streamline the mortgage origination process, Floify Verify allows lenders to verify income and employment at a cost-effective price point without the hassle of managing additional third-party vendors.

Floify
Image caption: Floify.

Floify Verify’s native functionality allows lenders to prioritize their business objectives, whether it’s accelerating loan processing or optimizing cost savings. Lenders focused on speed can embed Floify Verify directly into the loan application process to reduce delays and expedite loan approval. Alternatively, lenders aiming to manage costs can configure Floify Verify to be initiated by loan teams later in the process, such as after a financial pre-screening, enabling them to balance efficiency, cost control and the borrower’s experience.

Reports generated by Floify Verify have the potential to receive representations and warranties relief on eligible loan components from both Fannie Mae and Freddie Mac. This is because Argyle, which powers Floify Verify, is an authorized report supplier to both Fannie Mae’s Desktop Underwriter® (DU®) validation service and Freddie Mac’s Loan Product Advisor® (LPA℠) asset and income modeler (AIM).

“VOIE has been a pain point for many of our customers, with legacy verification methods achieving low success rates at a high price point. These methods are ill-suited to today’s workforce and too expensive at a time when origination costs have risen to untenable levels,” said Sofia Rossato, Floify’s president and general manager. “In response, we’ve partnered with Argyle to offer an elegant and cost-effective way for lenders to verify income and employment in the Floify environment without the hassle of managing additional vendors.”

With Floify Verify, lenders can view borrower-permissioned records, such as pay stubs and W-2s, at 60–80% less cost than legacy providers and manual verification methods. Additionally, the solution supports on-demand reverification—such as the 10-day pre-closing verification required for agency loans—at no additional cost.

“Argyle is proud to extend a modern verification experience to more borrowers and originators through our collaboration with Floify,” said Shmulik Fishman, founder and CEO of Argyle. “Floify Verify, powered by Argyle, equips lenders with a faster, more efficient way to handle VOIE, shaving up to a week off closing times and dramatically cutting costs—all while reducing the risk of loan buybacks.”

About Argyle

Founded in 2018, Argyle is backed by top investors, including Bain Capital Ventures, SignalFire, Checkr and Rockefeller Asset Management. Argyle is the leading provider of direct-source access to real-time income and employment data. With Argyle, companies automate critical workflows—including income and employment verifications, deposit switches, wage advances and loan repayments—so they can build better, more efficient processes, reduce risk and scale their businesses. Argyle serves the mortgage, background check, personal lending and banking industries as well as the gig economy. For more information on Argyle’s industry-leading platform, please visit https://argyle.com/.

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. (“Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995.  Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company’s possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words “believes,” “estimates,” “expects,” “projects,” “forecasts,” “may,” “will,” “should,” “seeks,” “plans,” “scheduled,” “anticipates,” “intends,” or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management’s interpretation of and compliance with such laws and regulations; (6) the Company’s reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management’s control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, “Risk Factors,” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, “Risk Factors,” in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission (“SEC”), all of which are available on the SEC’s website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

X/Twitter: @Floify @withArgyle #mortgage #fintech #housingfinance

NEWS SOURCE: Floify


This press release was issued on behalf of the news source (Floify), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

To view the original story, visit: https://www.send2press.com/wire/floify-launches-floify-verify-a-native-verification-of-income-and-employment-service/

Copr. © 2024 Send2Press® Newswire, Calif., USA. -- REF: S2P STORY ID: S2P121406 NOREL-3B

 

Floify’s President and General Manager Sofia Rossato named to 2024 HousingWire Women of Influence and Inman Best in Finance lists

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that Sofia Rossato, its president and general manager, has received two new honors, being named to HousingWire's Women of Influence and Inman's Best in Finance list. The Inman award is the second in a row for Rossato.

Rossato was tapped to lead Floify in Spring 2022, soon after the popular mortgage point-of-sale company's acquisition by Porch Group. Taking the helm of a fintech company during a historically brutal housing market, Rossato has proven her mettle as a leader by strengthening Floify's market footprint with customer empathy and business acumen.

Since taking over at Floify, Rossato has infused new life into the popular mortgage point-of-sale (POS), overseeing the rapid rollout of features that help its lenders and broker customers optimize operations and improve borrower service. Last fall, she greenlit a verification of income and employment waterfall workflow and oversaw the launch of Floify Broker Edition in December 2023, followed by Floify Lender Edition in March 2024.

Prior to Floify, Rossato was managing director and COO for the billion-dollar information division of $17B fintech, IHS Markit. She also was CEO of SnapEngage, an omni-channel messaging platform and early adopter of AI.

HousingWire's Women of Influence program was launched in 2010 to recognize women making notable contributions to both their businesses and the industry at large - with a specific focus on contributions during the most recent 12 months.

Inman's 2024 Best in Finance list, now in its second year, honors professionals hand-selected by Inman's editorial team for their role in shaping the mortgage and financial services industries through leadership and commitment to innovation.

"I am deeply honored by both of these awards and want to thank and recognize the small but mighty team we've assembled here at Floify for getting us here. These awards truly belong to all of us," says Rossato. "I'm proud of the products we've launched during the past 12 months and the business value they are providing to mortgage lenders and brokers at a time when we all need to contain costs and boost productivity. We are proud to be leading this charge for our customers."

The complete lists of HousingWire Women of Influence winners and Inman Best in Finance winners can be viewed on the publications' respective websites.

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH).

For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements:

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

News from Floify

Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that Sofia Rossato, its president and general manager, has received two new honors, being named to HousingWire's Women of Influence and Inman's Best in Finance list. The Inman award is the second in a row for Rossato.

Related link: https://floify.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Floify brings its industry-leading point-of-sale technology to The Mortgage Collaborative as a preferred partner

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that it has joined The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry. As a member of TMC's Preferred Partner Network, Floify will provide its intuitive lending platform for mortgage lenders at a discounted rate to TMC members.

"Floify is designed to address the challenges faced by our lender members, such as supporting best-in-class borrower experience, while maintaining efficient production and controlling costs," said TMC President and CEO Melissa Langdale. "We are excited for them to join the TMC Preferred Partner Network and strengthen our community."

Floify Lender Edition provides borrowers with an easy-to-navigate portal where they can apply for and monitor the status of their mortgage loans. An intuitive lender interface helps loan teams reduce costs and operate more effectively with features such as automated workflows, free native eSign, and mortgage disclosure support. Additionally, Floify supports native integrations with dozens of other mortgage technology companies, including several of TMC's preferred partners.

Founded in 2013, TMC empowers mortgage lenders across the country with networking and professional development opportunities, and by sharing best practices and technologies that drive market growth, efficiency and profitability.

"In this highly competitive and high interest rate environment, mortgage lenders need to compete more effectively and provide borrowers with a great digital experience from the time they fill out an application through the close. Out of the box, Floify is easy to customize, and our many integrations save lenders time and money in processing applications and completing documentation requirements," said Floify President and General Manager Sofia Rossato. "While many TMC members already use Floify, we're looking forward to making it available at a special rate to others ready to provide their homebuyers with a seamless, modern mortgage experience."

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

About The Mortgage Collaborative

The Mortgage Collaborative was founded in 2013 by four notable industry leaders and is the nation's largest independent mortgage cooperative network. TMC is singularly focused on creating an environment of collaboration and innovation for small to midsize mortgage lenders across the country to reduce cost, increase profitability, and better serve the dynamic and changing consumer base in America. For more information, visit https://www.mortgagecollaborative.com.

Forward-Looking Statements

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

News from Floify

Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that it has joined The Mortgage Collaborative (TMC), the nation's largest independent cooperative network serving the mortgage industry. As a member of TMC's Preferred Partner Network, Floify will provide its intuitive lending platform for mortgage lenders at a discounted rate to TMC members.

Related link: https://floify.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Floify’s head of marketing Courtney Dodd named to HousingWire’s 2024 Marketing Leaders list

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that its Head of Marketing, industry veteran Courtney Dodd, has been named to HousingWire's 2024 Marketing Leaders list. The award celebrates the industry's most creative and influential marketing minds who have demonstrated a track record of transforming brands, leading teams and driving business results.

Floify tapped industry marketing expert Courtney Dodd in 2023 to breathe new life into its marketing and reinforce its position as a mortgage innovator. Since joining the firm, Dodd has built a metrics-based, full-funnel marketing strategy from the ground up and led the successful launch of two major products, Floify Broker Edition and Floify Lender Edition.

"Courtney combines her marketing expertise with industry knowledge to deliver highly effective multi-channel marketing campaigns that show lenders and brokers how Floify helps address their immediate and unique challenges," said Sofia Rossato, president and general manager at Floify. "Courtney's deep understanding of the market has been a boon to Floify and our customers."

Dodd formerly served as director of integrated marketing at SimpleNexus (now an nCino company) during a period of accelerated growth. Prior to that, she was partner marketing manager at Ellie Mae (now ICE Mortgage Technology), where she led strategic product marketing initiatives including branding, positioning, client communications and go-to-market planning. Before that, she served as marketing manager at Calyx Software and was the regional marketing consultancy team lead at PrimeLending, a PlainsCapital Company.

"The 2024 Marketing Leaders are once again setting the bar high, pushing boundaries and redefining excellence in mortgage and real estate," said HousingWire Editor-in-Chief Sarah Wheeler. "Their innovative strategies, creative campaigns and data-driven approaches are not only driving remarkable business growth but also inspiring a new standard of excellence. We are immensely proud to honor these visionary leaders who exemplify the transformative power of marketing."

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

News from Floify

Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that its Head of Marketing, industry veteran Courtney Dodd, has been named to HousingWire's 2024 Marketing Leaders list. The award celebrates the industry's most creative and influential marketing minds who have demonstrated a track record of transforming brands, leading teams and driving business results.

Related link: https://floify.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

23-year industry veteran Jason Mapes joins Floify as head of sales

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced the appointment of Jason Mapes as head of sales. Mapes, who previously served as director of sales for nCino's Mortgage Suite, brings a wealth of experience to spearhead Floify's national sales initiatives.

Mapes's 23 years of experience in the mortgage industry include roles in loan origination, branch management and sales at various organizations, including nCino, Ellie Mae (now ICE Mortgage Technology), Unify and Lenders One. His deep understanding of the mortgage technology ecosystem and relationships with mortgage industry professionals will be instrumental in expanding Floify's market presence.

"Jason is a talented sales executive, and we are excited for him to bring the exceptional capabilities of Floify Lender Edition and Floify Broker Edition to a new usership," said Sofia Rossato, Floify's president and general manager. "His expert-level knowledge of the POS market perfectly positions him to hit the ground running and open new opportunities for Floify."

Mapes joins Floify during a pivotal period of growth as the company rapidly introduces new integrations and expands product functionality. In December 2023, Floify launched Broker Edition, an easy-to-use, one-stop lending platform for mortgage brokers. In March 2024, Floify released Lender Edition to help lenders support a best-in-class borrower experience while streamlining production and controlling costs.

"I'm pleased to join the Floify team and introduce our top-tier POS solutions to a new universe of lenders and brokers who would greatly benefit from their functionality," said Mapes. "I look forward to working shoulder to shoulder with Floify's committed team to simplify home lending for mortgage professionals and consumers alike."

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

News from Floify

Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced the appointment of Jason Mapes as head of sales. Mapes, who previously served as director of sales for nCino's Mortgage Suite, brings a wealth of experience to spearhead Floify's national sales initiatives.

Related link: https://floify.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Courtney Dodd, Floify’s head of marketing, named a PROGRESS in Lending Sales, Marketing and PR Trailblazer

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that its Head of Marketing, industry-veteran Courtney Dodd, has been named a 2024 Sales, Marketing and PR Trailblazer award honoree by PROGRESS in Lending. Now in its fifth year, the award recognizes the top sales, marketing and public relations executives making the biggest impact on the mortgage industry today.

Dodd joined Floify in 2023 with 12 years of experience in the mortgage and fintech sectors. Since then, the marketing expert has implemented a full-funnel strategic marketing strategy from the ground up to rebrand Floify, an exceedingly user-friendly point-of-sale (POS) platform, and reinforce its position as a fintech innovator. In 2023 and 2024, she successfully led the launch of two new products, Floify Broker Edition and Floify Lender Edition.

"We are extremely proud of Courtney and this recognition from PROGRESS in Lending as an industry trailblazer," said Sofia Rossato, president and general manager at Floify. "Courtney has brought a deep understanding of the market and the needs of our customers to finetune and launch products that exactly match their needs and budgets, which is helping us gain market share even in a 'down' market."

Many of Dodd's fast-track achievements at Floify are based on her extensive mortgage industry marketing experience. Dodd joined SimpleNexus (now an nCino company) in 2019, and her marketing efforts helped the platform more than double its active users. During her tenure, she was also half of a two-person team that developed a consultant program called the SimpleNexus Advocacy Program (SNAP), which brought in more than $1.5 million in sales revenue in the two-year period she worked on the project. Dodd led the sponsor program at SimpleNexus User Group (SNUG) from 2020 to 2023, tripling sponsorship contributions in this period. In 2021, she was promoted to director of integrated marketing, and she oversaw all events/conferences, association relationships, demand gen marketing, digital marketing and account-based marketing.

Prior to SimpleNexus, Dodd was product marketing manager at Ellie Mae (now ICE Mortgage Technology), where she led strategic product marketing initiatives, including branding, positioning, client communications and go-to-market planning. She also served as marketing manager at Calyx Software and was the regional marketing consultancy team lead at PrimeLending, a PlainsCapital Company.

"It's an honor to be recognized by PROGRESS in Lending as a trailblazer in my field and add this recognition to the other accolades being earned by Floify and its team," said Dodd. "I feel we're a company on the move, bringing innovation to our customers and the industry at a time when mortgage lenders and brokers need to work more efficiently and contain costs while creating a digital-first and welcoming user experience to customers."

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

News from Floify

Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that its Head of Marketing, industry-veteran Courtney Dodd, has been named a 2024 Sales, Marketing and PR Trailblazer award honoree by PROGRESS in Lending. Now in its fifth year, the award recognizes the top sales, marketing and public relations executives making the biggest impact on the mortgage industry today.

Related link: https://floify.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Sydney Barber, Floify’s head of product, named to HousingWire’s 2024 Rising Stars List

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that its Head of Product Sydney Barber, has been honored by HousingWire with its 2024 Rising Stars award.

HousingWire's Rising Stars award recognizes leaders ages 40 years and younger who are driving the mortgage, real estate and fintech industries forward. For 2024, HousingWire chose 80 Rising Stars based on "their professional achievements within their organizations, contributions to the overall housing economy, community outreach, client impact and personal success."

"We are extremely proud of Sydney and this recognition she's received from HousingWire," said Sofia Rossato, president and general manager at Floify. "Sydney adds value to every interaction, internal and external, and produces amazing results. She embodies the values of our company of showing professionalism, respect and integrity in all interactions."

Since Barber joined Floify in 2019, she's spearheaded dozens of product enhancements to help its customers operate more efficiently in a volatile market. Notably, she was hands-on in the development and launch of a verification of income (VOI) and verification of employment (VOE) waterfall workflow feature, Floify Broker Edition and Floify Lender Edition. Barber's dedication to continuously adding value for Floify users directly contributed to the company achieving a 97.6% customer satisfaction score in 2023.

"The Rising Stars award is one of my favorite industry awards because it reinforces the bright future that exists in mortgage and real estate," said HousingWire Editor-in-Chief Sarah Wheeler. "In an industry that has experienced its share of challenges and successes, these young leaders bring a fresh perspective, innovative ideas and a relentless drive to shape the future of the industry, and I am continuously impressed by the level of talent that we see each year."

"It's certainly an honor to be named to HousingWire's Rising Stars list for 2024," said Barber. "I couldn't be more excited about my work at Floify to improve the point of sale experience for lenders and their customers."

HousingWire's selection committee chose this year's Rising Stars based on their professional achievements within their organizations, contributions to the overall housing economy, community outreach, client impact and personal success. The 2024 Rising Stars award winners can be viewed on the HousingWire website.

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

News from Floify

Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that its Head of Product Sydney Barber, has been honored by HousingWire with its 2024 Rising Stars award. Since Barber joined Floify in 2019, she's spearheaded dozens of product enhancements to help its customers operate more efficiently in a volatile market.

Related link: https://floify.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Floify supports Truv’s verification of borrower income and employment service via new integration

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced an integration with Truv, a consumer-permissioned data platform. The integration enables borrowers to electronically verify their income and employment as they apply for a mortgage loan.

Manual verification of income (VOI) and verification of employment (VOE) is a frustrating and time-consuming process for borrowers and a major source of production friction for mortgage lenders. Truv's ability to electronically verify income and employment for 95% of the U.S. workforce supports a better borrower experience while helping lenders make faster and more cost-effective underwriting decisions.

Floify allows lenders to create customizable borrower journeys without costly development work and automated task workflows that promote lending efficiency. When borrowers opt to electronically verify income and employment through Floify's borrower portal, Truv automatically retrieves two years of W-2s, paystubs, bank statements and 1099s, providing lenders with information needed to pre-approve borrowers. By procuring VOI and VOE reports at the point of application, lenders can pre-approve borrowers faster while reducing production costs and risk.

In March, Floify released Lender Edition to help lenders support a best-in-class borrower experience while streamlining production and controlling costs. "We are always looking for ways to improve the lending experience for both homebuyers and lenders, and this integration accomplishes both," said Sofia Rossato, Floify's president and general manager. "This integration not only achieves that but also caters to users who favor Truv's efficient verification services. Simplifying VOI and VOE empowers borrowers and lenders with a smoother, faster path to home financing."

"From our perspective, the timing of this integration will be welcomed by lenders looking to scale back costs, saving 60-80% compared to traditional verification providers. Lenders now have the opportunity to maximize pull-through of the applications they receive, realize a substantial increase in conversion, and reduce risk and fraud end-to-end," said Kirill Klokov, CEO at Truv.

About Truv

Truv is the market-leading consumer-permissioned data platform that enables financial organizations with access to every financial data source available. Use cases supported by Truv include income and employment verification, employment history verification, paycheck-linked loans, verification of insurance, direct deposit switching, and earned wage access. Through Truv's model of having access to payroll data, financial account transaction data, tax data and insurance data, Truv's platform is built with unmatched coverage, compliance and data quality. For more information, visit www.truv.com.

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

News from Floify

Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced an integration with Truv, a consumer-permissioned data platform. The integration enables borrowers to electronically verify their income and employment as they apply for a mortgage loan.

Related link: https://floify.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Floify prepopulates loan applications for borrowers using data on file in Total Expert

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced an enhanced integration with customer engagement platform Total Expert. This collaboration enables loan originators to effortlessly send pre-populated loan applications to borrowers, leveraging the existing data within Total Expert. This feature is designed to streamline the loan origination process for lenders and enhance the application experience for borrowers by reducing redundant data entry.

The integration harnesses borrower data previously collected, either from past transactions or during the nurturing process. This advancement proves particularly beneficial as lower interest rates are anticipated to spur increased refinancing and home equity loan originations. It offers a more efficient origination process for lenders and a smoother, less repetitive application process for borrowers.

Floify allows lenders to create customizable borrower journeys without costly development work and automated task workflows that promote lending efficiency. Its user-friendly borrower portal lets borrowers apply for and track mortgage loans on any device. Total Expert's customer engagement and intelligent automation platform improves the loan officer's sales productivity and automates communications to help lenders deliver an enhanced customer journey.

"The Floify-Total Expert direct connection allows lenders to use the best sales experience automations offered by Total Expert in conjunction with the great user experience of Floify," said Sofia Rossato, Floify's president and general manager. "This integration responds to a growing demand from lenders for tools that provide both their LOs and customers with greater convenience and a more modern technology experience."

"We are excited that originators already using both products are reporting an increase in conversion and pull-through rates, along with gaining customer accolades," said Dan Catinella, Chief Lending Officer at Total Expert "Our team continues to innovate quickly and deliver impactful technology to help our customers as the industry seeks to maximize the loan officer's productivity and provide an unparalleled customer experience at the point of sale and during the origination process."

Plano, TX-based Benchmark Mortgage already uses both Floify and Total Expert and was a beta tester for the enhancement.

"Instead of providing the same information again and again, like you might need to on several forms during a doctor visit, this connection pre-populates data for customers, saving them a lot of time and frustration. Plus, it reduces the number of systems loan officers need to go into Encompass to find customer data. It's really a huge time-saver all around," said Garrett Finkelstein, Vice President of Marketing at Benchmark Mortgage.

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

News from Floify

Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced an enhanced integration with customer engagement platform Total Expert. This collaboration enables loan originators to effortlessly send pre-populated loan applications to borrowers, leveraging the existing data within Total Expert. This feature is designed to streamline the loan origination process for lenders and enhance the application experience for borrowers by reducing redundant data entry.

Related link: https://floify.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Floify’s Sofia Rossato named as advisor to the Broker Action Coalition board of directors

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that President and General Manager Sofia Rossato has been named as a board advisor to the newly formed board of Broker Action Coalition (BAC), a nonprofit organization created in 2022 to advocate for legislative reform and educational advancement within the independent mortgage broker community.

The BAC advocates for legislative change and education initiatives for independent mortgage brokers and homebuyers across the country. The board's 10 voting members are drawn from a diverse pool of industry experts and includes four lenders, four brokers and BAC's executive leadership. Rossato joins Brian Vieaux, president and COO of FinLocker and Sam Parker, owner of My Credit Guy, as a vendor advisor to the board.

"Unlike many industry groups, BAC takes a broad view of what lending professionals need to accomplish in order to be successful, and how those activities, in turn, can benefit consumers. That aligns with Floify's view of advancing technology in directions that improve the customer experience and help get more people into homes, especially those in underserved communities," said Rossato. "As a vendor advisor, my role on this board will be to figure out how technology should evolve to help brokers and lenders better serve homebuyers."

Rossato brings more than 20 years of experience growing companies in start-up and large corporate environments to the role. She was tapped to lead Floify in Spring 2022 after its acquisition by Porch Group. Since then, she has overseen a rapid rollout of new product features to help lenders and broker customers optimize operations, including the introduction of Floify Broker Edition. She was recently recognized as a National Mortgage Professional (NMP) 2024 Woman of Inspiration. Prior to Floify, Rossato was managing director and COO for the billion-dollar information division of $17B fintech, IHS Markit and was CEO of SnapEngage, an omni-channel messaging platform and early adopter of AI. She is a frequent speaker at industry conferences using technology to broaden access to homeownership.

"Sofia brings a deep understanding of the fintech market and how to optimize technology to help lenders and brokers better serve the needs of their borrowers from the time they fill out the loan application to the loan's close," said BAC Chief Executive Officer and Co-Founder Katie Sweeney. "Combined with BAC's governance structure, the board and its advisors reflect our commitment to engaging on policy issues that will protect and enhance opportunities for the independent brokerage community and consumers alike."

About Floify

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

News from Floify

Floify, the mortgage industry's leading point-of-sale (POS) solution, today announced that President and General Manager Sofia Rossato has been named as a board advisor to the newly formed board of Broker Action Coalition (BAC), a nonprofit organization created in 2022 to advocate for legislative reform and educational advancement within the independent mortgage broker community.

Related link: https://floify.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.

Floify introduces flexible pricing with the introduction of Lender Edition

BOULDER, Colo. /ScoopCloud/ -- Floify, the mortgage industry's leading point-of-sale (POS), today announced the launch of Lender Edition, a newly badged version of the popular mortgage point-of-sale that introduces a flexible per-loan pricing option for mortgage lenders.

Floify Lender Edition is the counterpart to Broker Edition, a one-stop lending platform configured for the needs of mortgage brokers that was introduced in December 2023. Lender Edition is specifically designed to address the challenges faced by mortgage lenders, such as supporting best-in-class borrower experience, while maintaining efficient production and controlling costs.

Lender Edition maintains core features popular among Floify users such as an intuitive interface for borrowers and lenders, automated document management workflows, free native eSign functionality, verification of income and employment waterfall functionality, loan progress transparency, and much more.

In the coming months, Floify will introduce new integrations with popular borrower verification report providers and an eClosing vendor, as well as enhanced functionality with existing integration partners.

"While some vendors are squeezing lenders on pricing during market hardship, Floify is committed to being a supportive partner by being flexible on pricing without compromising access to product features or quality. Lender Edition is designed to tackle the industry's biggest challenges head-on, providing unparalleled support for creating optimal borrower experiences and achieving operational excellence," said Floify President and General Manager Sofia Rossato. "We make it possible for lenders to provide a sleek and intuitive loan management portal for borrowers and manage pipelines effectively at a cost-effective price point."

Lender Edition can be quickly deployed and comes equipped with dozens of native integrations, which gives lenders rich, plug-and-play functionality that reduces operational redundancy.

Visit https://bit.ly/3OZjbt3 to learn more about Lender Edition.

About Floify:

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group") (NASDAQ: PRCH). For more information, visit the company's website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

Forward-Looking Statements

Certain statements in this release may be considered "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Although the Company believes that its plans, intentions, and expectations reflected in or suggested by these forward-looking statements are reasonable, the Company cannot assure you that it will achieve or realize these plans, intentions, or expectations. Forward-looking statements are inherently subject to risks, uncertainties, assumptions, and other factors which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Generally, statements that are not historical facts, including statements concerning the Company's possible or assumed future actions, business strategies, events, or results of operations, are forward-looking statements. These statements may be preceded by, followed by, or include the words "believes," "estimates," "expects," "projects," "forecasts," "may," "will," "should," "seeks," "plans," "scheduled," "anticipates," "intends," or similar expressions.

These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by Porch and its management at the time they are made, are inherently uncertain. Factors that may cause actual results to differ materially from current expectations include, but are not limited to: (1) expansion plans and opportunities, and managing growth, to build a consumer brand; (2) the incidence, frequency, and severity of weather events, extensive wildfires, and other catastrophes; (3) economic conditions, especially those affecting the housing, insurance, and financial markets; (4) expectations regarding revenue, cost of revenue, operating expenses, and the ability to achieve and maintain future profitability; (5) existing and developing federal and state laws and regulations, including with respect to insurance, warranty, privacy, information security, data protection and taxation, and management's interpretation of and compliance with such laws and regulations; (6) the Company's reinsurance program, which includes the use of a captive reinsurer, the success of which is dependent on a number of factors outside management's control, along with reliance on reinsurance to protect us against loss; (7) uncertainties related to regulatory approval of insurance rates, policy forms, insurance products, license applications, acquisitions of businesses or strategic initiatives, including the reciprocal restructuring, and other matters within the purview of insurance regulators; (8) reliance on strategic, proprietary relationships to provide the Company with access to personal data and product information, and the ability to use such data and information to increase transaction volume and attract and retain customers; (9) the ability to develop new, or enhance existing, products, services, and features and bring them to market in a timely manner; (10) changes in capital requirements, and the ability to access capital when needed to provide statutory surplus; (11) the increased costs and initiatives required to address new legal and regulatory requirements arising from developments related to cybersecurity, privacy, and data governance and the increased costs and initiatives to protect against data breaches, cyber-attacks, virus or malware attacks, or other infiltrations or incidents affecting system integrity, availability and performance; (12) retaining and attracting skilled and experienced employees; (13) costs related to being a public company; and (14) other risks and uncertainties discussed in Part I, Item 1A, "Risk Factors," in the Company's Annual Report on Form 10-K for the year ended December 31, 2022, and in Part II, Item 1A, "Risk Factors," in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2023, as well as those discussed in subsequent reports filed with the Securities and Exchange Commission ("SEC"), all of which are available on the SEC's website at www.sec.gov.

Nothing in this release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Unless specifically indicated otherwise, the forward-looking statements in this release do not reflect the potential impact of any divestitures, mergers, acquisitions, or other business combinations that have not been completed as of the date of this release. Porch does not undertake any duty to update these forward-looking statements, whether as a result of changed circumstances, new information, future events or otherwise, except as may be required by law.

TAGS @Floify #mortgage #IMB #creditunion #bank #fintech #housingfinance

News from Floify

Floify, the mortgage industry's leading point-of-sale (POS), today announced the launch of Lender Edition, a newly badged version of the popular mortgage point-of-sale that introduces a flexible per-loan pricing option for mortgage lenders. Floify Lender Edition is the counterpart to Broker Edition, a one-stop lending platform configured for the needs of mortgage brokers that was introduced in December 2023.

Related link: https://floify.com/

This version of news story was published on ScoopCloud™ (ScoopCloud.com) - part of and © the Neotrope® News Network - all rights reserved.