Tag Archives: digital mortgage point-of-sale

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.

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/

Cloudvirga’s Loan Hub equips loan teams with modern tools for managing pipelines, tasks and borrower communication

Streamlined loan processing and underwriting helps lenders deliver a faster, more satisfying mortgage experience for borrowers

IRVINE, Calif., Nov. 13, 2025 (SEND2PRESS NEWSWIRE) — Cloudvirga, a Stewart-owned provider of digital point-of-sale platforms for lenders, today announced the launch of its new Loan Hub for lenders seeking an optimized loan team experience. The Loan Hub gives loan officers, LO assistants and processors a modern, intuitive workspace to manage their pipelines, collaborate with borrowers and complete key tasks without toggling between systems.

Image caption: Cloudvirga.

As the operational counterpart to Cloudvirga’s consumer-facing Tropos experience, the Loan Hub centralizes loan data, applicant interactions and communication tools, empowering lenders to work smarter and offer borrowers a faster, more seamless journey from application to clear-to-close.

“The Loan Hub keeps teams focused on relationships instead of repetitive clicks,” said Jessica Evett, senior vice president of product strategy and technology operations at Cloudvirga. “It brings the modular power of our Tropos consumer portal to the lender side of the experience, giving teams one intuitive workspace that helps them close loans faster and strengthen borrower satisfaction.”

With the Loan Hub, loan teams can:

Simplify pipeline management: View loans and leads in a customizable dashboard with sortable columns, saved filters and at-a-glance progress tracking.
Accelerate application creation: Initiate new borrower records, start applications and send secure invitations to apply.
Keep loans moving: Add, assign and prioritize tasks for borrowers or team members using lender-configured templates from the Tropos admin portal.
Collaborate and communicate seamlessly: Work in the same application simultaneously, share notes and documents and stay aligned on borrower progress with real-time updates and automated notifications.
Import, export and sync effortlessly: Upload lead lists, export pipeline data, and keep loan data and milestones synced with the loan origination system in real time or at configured intervals.
Engage borrowers proactively: Create and manage targeted campaigns and personalized communications from the loan hub to nurture leads, reengage prospects and strengthen relationships across the pipeline.

The Loan Hub complements Cloudvirga’s Tropos portal, which guides consumers through a modern, intuitive and personalized experience from initial application to clear-to-close, and the admin portal introduced earlier this year, which gives lenders real-time control over organizational settings, permissions and workflow configurations. Together, these solutions give lenders end-to-end flexibility to build borrower-first experiences that adapt quickly to changing market and operational needs.

Lenders can learn more about the Loan Hub by visiting https://www.cloudvirga.com or requesting a personalized demo.

‍About Cloudvirga

Cloudvirga is a leading provider of digital point-of-sale platforms designed to engage borrowers and increase lending efficiency. Its modular solutions help lenders streamline the loan process, improve accuracy and scale operations without sacrificing the human touch. Cloudvirga is a subsidiary of Stewart Information Services Corporation (NYSE: STC), a customer-focused, global title insurance and real estate services company. For more information, visit https://www.cloudvirga.com/.

Tags: @Cloudvirga #mortgage #lending

LOGO link for media: https://www.cloudvirga.com/wp-content/uploads/2025/07/Cloudvirga_Horizontal_Logo_blue-1.png

NEWS SOURCE: Cloudvirga Inc.

This press release was issued on behalf of the news source (Cloudvirga Inc.), 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/cloudvirgas-loan-hub-equips-loan-teams-with-modern-tools-for-managing-pipelines-tasks-and-borrower-communication/

Cloudvirga integrates Horizon POS with Stewart Valuation Intelligence to streamline appraisal ordering

Integration gives lenders and borrowers more transparency, faster turn times and fewer manual steps in the appraisal process

IRVINE, Calif., Oct. 15, 2025 (SEND2PRESS NEWSWIRE) — Cloudvirga, a Stewart-owned provider of digital point-of-sale platforms for lenders, today announced the integration of its Horizon POS with Stewart Valuation Intelligence, LLC (SVI), a national provider of appraisal management and residential real estate valuation services. Borrowers applying on a self-serve basis can request an appraisal directly, while loan officers can initiate and manage orders when completing an application on a borrower’s behalf.

Image caption: Cloudvirga integrates Horizon POS with Stewart Valuation Intelligence to streamline appraisal ordering.

The result is a simpler, faster appraisal process that eliminates manual handoffs and keeps both lenders and borrowers informed at every step. By reducing friction and improving transparency, the integration helps lenders shorten cycle times and deliver a more consistent borrower experience.

Lenders decide how tasks are triggered: automatically upon intent to proceed, or by the loan officer sending a secure link to the borrower. Each request is first routed to the loan officer for review before being released to SVI, ensuring details such as FHA case numbers can be added when needed.

SVI then assigns the appraisal through its ValueGuard software to the lender’s contracted AMC, which may include SVI itself or another AMC in the network. Real-time status updates—from order acceptance through inspection and report delivery—flow back to Horizon, where loan officers and borrowers can view the appraisal securely. The integration also supports revision requests, order holds and cancellations, with SVI handling payment collection through its secure system.

“This integration removes a long-standing friction point in the mortgage process,” said Kendra Walters, director of product development for Horizon at Cloudvirga. “By bringing SVI’s appraisal technology into Horizon, we’re giving lenders a more efficient way to manage appraisals and giving borrowers the same consistency and transparency they expect from every other part of the loan process.”

“SVI is committed to appraisal innovation that improves lender efficiency and borrower experience,” said John “J.R.” Raftery, director of valuation strategy at Stewart Valuation Intelligence. “Working with Cloudvirga extends that commitment by embedding our valuation technology directly into the loan workflow, where it can make the greatest impact.”

Lenders can learn more about Horizon POS and its integrations by visiting https://www.cloudvirga.com/.

‍About Cloudvirga:

About SVI:

SVI is a nationwide leader in residential valuation, combining human expertise with advanced technology. Leveraging AI-driven tools and intelligent analytics, we streamline workflows, strengthen quality control and surface insights that enable faster, more informed decisions across the valuation lifecycle. Our solutions span traditional appraisals, GSE-compliant modernization solutions, BPOs, evaluations, AVMs, hybrids, inspections and review services. Learn more at stewartvaluation.com.

Tags: @Cloudvirga #mortgage #lending

NEWS SOURCE: Cloudvirga Inc.

To view the original story, visit: https://www.send2press.com/wire/cloudvirga-integrates-horizon-pos-with-stewart-valuation-intelligence-to-streamline-appraisal-ordering/

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.

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

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/

Victorian Finance Switches to LiteSpeed by LenderLogix for Point-of-Sale

LiteSpeed provides digital-first, mobile-friendly capabilities, enhancing borrower experiences

BUFFALO, N.Y., April 29, 2025 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced that Victorian Finance, an independent mortgage lending company, has implemented LiteSpeed™ to replace its legacy point-of-sale (POS) system. Victorian Finance will use LiteSpeed to provide borrowers with an automated, digital-first mortgage experience.

Image caption: LenderLogix.>

“With LiteSpeed, we’re well-positioned to meet the evolving needs of our borrowers by leveraging features and functionality that weren’t previously available to us,” said Victorian Finance President Sonny Bringol. “Its advanced capabilities allow us to streamline processes, enhance efficiency, and improve the borrower experience in ways that weren’t possible before. With LiteSpeed, we can scale more effectively and deliver faster, smoother loans.”

LiteSpeed allows loan officers (LOs) to provide personalized application links with customized document checklists, simplifying lending processes for both borrowers and LOs. Borrowers can upload files through a user-friendly interface. Files are automatically integrated into Encompass®, saving LOs significant time by eliminating manual handling.

LiteSpeed accelerates loan approvals and enhances efficiency for all parties involved by automating repetitive tasks and reducing processing delays. The platform is fully customizable to align with an institution’s branding, mobile-friendly and SOC 2 compliant.

“LiteSpeed is designed to help lenders simplify their workflows and connect with borrowers more effectively,” said LenderLogix Co-Founder and CEO Patrick O’Brien. “We’re committed to equipping our clients with tools that drive efficiency while delivering an experience borrowers expect in today’s digital-first environment.”

Visit https://lenderlogix.com/contact to request a demo.

About LenderLogix

LenderLogix leverages the four decades of firsthand mortgage origination and real estate experience of its executive team to design customized software to meet the needs of today’s mortgage lenders. The company’s suite of products addresses the speed at which today’s real estate market moves by delivering technology solutions that create agile and informed borrowers, build strong referral partners and ultimately save lenders time and money. For more information, visit https://www.lenderlogix.com/.

NEWS SOURCE: LenderLogix

This press release was issued on behalf of the news source (LenderLogix), 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/victorian-finance-switches-to-litespeed-by-lenderlogix-for-point-of-sale/

Tidewater Mortgage Services Replaces Legacy POS with LiteSpeed from LenderLogix

LiteSpeed optimizes digital application processes and enhances the borrower experience

BUFFALO, N.Y., April 15, 2025 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced Tidewater Mortgage Services (Tidewater), a retail mortgage lending company, has replaced its legacy point-of-sale (POS) technology with LiteSpeed, thus expanding its partnership with the company. In addition to Fee Chaser™, Tidewater will now use LiteSpeed as the point-of-sale to automate mortgage processes and provide borrowers with a digital-first experience.

Image caption: LenderLogix.

“We needed a POS platform that offered a more intuitive, borrower-friendly application process and greater automation than our previous platform,” said Tidewater VP of Project Management, Mike Martin. “LiteSpeed delivers on those needs, allowing us to streamline workflows, reduce friction for borrowers and ultimately close loans more efficiently. Our experience with Fee Chaser had already demonstrated LenderLogix’s reliability and efficiency, so expanding our partnership with LiteSpeed was the clear next step.”

LiteSpeed is designed to simplify the lending process for both borrowers and lenders. With its AI-driven capabilities, the platform enables loan officers to provide personalized application links that generate customized document checklists, streamlining submissions. Borrowers benefit from a user-friendly interface for uploading files, which are automatically integrated into Encompass®, eliminating time-consuming manual handling.

Fully customizable to match an institution’s branding, LiteSpeed is mobile-friendly and adheres to rigorous security standards, including SOC 2 compliance. By automating repetitive tasks and reducing processing delays, the platform not only accelerates loan approvals but also delivers a smoother, more efficient experience for borrowers and lenders alike.

“LiteSpeed delivers a seamless mobile experience that provides a competitive advantage for lenders trying to get ahead in a market where consumers demand convenience,” said LenderLogix Co-Founder and CEO Patrick O’Brien. “By supporting and enhancing early customer engagement, we’re empowering our customers to deliver exceptional borrower experiences at a cost-efficient price.”

Visit https://lenderlogix.com/contact to request a demo.

About LenderLogix

NEWS SOURCE: LenderLogix

To view the original story, visit: https://www.send2press.com/wire/tidewater-mortgage-services-replaces-legacy-pos-with-litespeed-from-lenderlogix/

US Mortgage Corporation Taps LenderLogix LiteSpeed to Replace its Legacy Point-of-Sale

The company has implemented LiteSpeed to provide a seamless digital-first mortgage process at first touch

BUFFALO, N.Y., Oct. 23, 2024 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced US Mortgage Corporation, a nationwide mortgage lender, has selected LiteSpeed to automate its mortgage process and provide its borrowers a digital-first borrower experience.

Image caption: LenderLogix.

“Once we saw the functionality of LiteSpeed, we couldn’t look at our borrower journey the same. Any way we can eliminate borrower friction is a win for us,” said Scott Milner, president of US Mortgage Corporation. “We needed a system that wasn’t just a digital loan application but something that could keep our borrowers engaged from pre-approval through closing. LiteSpeed allowed us to reimagine how we request conditions from borrowers and given its strong alignment with our LOS, we’re driving efficiencies through our entire process.”

LiteSpeed’s integration with Encompass® by ICE Mortgage Technology enhances US Mortgage’s loan application process by guiding borrowers through a sleek, mobile-friendly digital application where upon completion, borrowers instantly receive a personalized needs list, a secure document upload link and additional resources from their chosen loan originator. The needs list is then updated from Encompass as the loan progresses, making it a consistent experience for borrowers as underwriting conditions are collected and the loan is cleared to close.

“Every LenderLogix solution was created with the objective of streamlining the mortgage process and simultaneously enhancing the borrower experience,” said LenderLogix Co-Founder and CEO Patrick O’Brien. “It’s increasingly difficult for lenders to stand out in a sea of their peers, which is why we place such an emphasis on creating an automated digital borrower experience. Our products create personalized digital experiences for borrowers, while also shaving valuable minutes off each transaction for loan officers.”

Visit https://lenderlogix.com/contact to request a demo.

About LenderLogix:

NEWS SOURCE: LenderLogix

To view the original story, visit: https://www.send2press.com/wire/us-mortgage-corporation-taps-lenderlogix-litespeed-to-replace-its-legacy-point-of-sale/

M2 Lending Solutions Taps LenderLogix to Provide Automated, Digital-First Borrower Experience

M2 lending has implemented QuickQual, LiteSpeed, and Milestone Text Updates to provide borrowers high-touch, white-glove service

BUFFALO, N.Y., Sept. 24, 2024 (SEND2PRESS NEWSWIRE) — LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, recently announced the addition of M2 Lending to its roster of clients utilizing LiteSpeed, QuickQual and Milestone Text Updates.

Image caption: LenderLogix.

“Our philosophy is to find the best mortgage product for each customer, so it made sense to apply this same philosophy to our technology,” said Chris Murphy, Founder and Principal at M2 Lending. “We started our relationship with LenderLogix solely using QuickQual, but the sleek design and functionality of the platform quickly led us to reevaluate our mortgage tech stack to see how LenderLogix could help us deliver an even better borrower experience in other areas.”

Leveraging LiteSpeed and QuickQual at the front end of the origination process ensures a smooth transition for M2 Lending’s borrowers from pre-qualification to application. QuickQual and LiteSpeed provide a consistent, modern, streamlined experience from the first point of contact through application. LenderLogix Milestone Text Updates help keep real estate agents, borrowers, and LOs on the same page through automatic text alerts. Lenders can configure the system using specific field identifications or milestones to deliver custom status updates to all interested parties, ensuring that the right message gets delivered at the right time.

“As a former loan officer, I’ve seen firsthand the gaps in the mortgage origination process that often get overlooked,” said Patrick O’Brien, Co-Founder and CEO of LenderLogix. “LenderLogix was founded with the goal to create digital tools that make a real, measurable impact by addressing these areas. Instead of chasing the latest trends, we focus on refining existing processes so lenders of any size can deliver a superior borrower experience.”

About LenderLogix

NEWS SOURCE: LenderLogix

To view the original story, visit: https://www.send2press.com/wire/m2-lending-solutions-taps-lenderlogix-to-provide-automated-digital-first-borrower-experience/

LenderLogix Q4 2023 Homebuyer Intelligence Report Data Shows Steady Home Buying Activity

BUFFALO, N.Y. /ScoopCloud/ -- LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the latest release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by the LenderLogix suite of tools. The latest report covers data collected during the pre-approval and borrower application process during the fourth quarter (Q4) of 2023.

Pre-Approvals

In Q4 2023, borrowers generated 35,008 pre-approval letters through LenderLogix's QuickQual pre-approval platform, a decrease of 23% from Q3. The average number of pre-approved borrowers per loan officer decreased by 15% from 24 in Q3 to 20.4 in Q4.

The average pre-approval letter loan amount in Q4 decreased slightly by less than 1%, to $294,229, compared to Q3's average loan amount of $295,312. The average sales price also stayed nearly the same, increasing less than 1% from $345,031 in Q3 to $345,351 in Q4. The average down payment size shows a slight uptick, moving from 14.5% in Q3 to 14.8% in Q4.

Conventional loans remained the most popular loan type for pre-approved borrowers, with its share remaining steady at 75%. FHA pre-approvals declined incrementally to 18.5% versus 19% in Q3, as did VA (4%) and USDA share (1%).

"Our Q4 findings remain steady in comparison to Q3. With the challenges homebuyers face remaining the same between the two quarters, it's no surprise," said LenderLogix Co-Founder and CEO Patrick O'Brien. "As we gear up for the spring market, it's crucial for lenders to remain vigilant in acquiring the tools and resources essential for enhancing affordability in home buying and guiding potential borrowers through the process.

Borrower Conversion

Of the borrowers using QuickQual in Q4 2023, the average number of days between pre-approval and loan submission decreased to 86.9 days, compared to 89.8 days in Q3. The most prolonged duration between pre-approval and application decreased significantly from 1,274 days in Q3 to 612 days in Q4. Despite this significant change, the conversion from borrowers using QuickQual to loan application increased slightly from 53% in Q3 to 55% in Q4. Within this subset, borrowers generated an average of 8.45 pre-approval letters before converting.

"With the change in interest rates over the last quarter of 2023, borrowers are stepping off the sidelines," O'Brien added. "Given the Federal Reserve's announcement of several interest rate cuts to come in 2024, we can expect this kind of borrower activity to continue to rise."

Data from the Homebuyer Intelligence Report is available to the industry free of charge. To learn more about LenderLogix, visit https://www.lenderlogix.com/

About LenderLogix

LenderLogix leverages the four decades of firsthand mortgage origination and real estate experience of its executive team to design customized software to meet the needs of today's mortgage lenders. The company's suite of products addresses the speed at which today's real estate market moves by delivering technology solutions that create agile and informed borrowers, build strong referral partners and ultimately save lenders time and money. For more information, visit https://www.lenderlogix.com/.

LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks, and brokers, today announced the latest release of the Homebuyer Intelligence Report, a quarterly summary of insights into borrower behavior during the home buying process based on data collected by the LenderLogix suite of tools. The latest report covers data collected during the pre-approval and borrower application process during the fourth quarter (Q4) of 2023.

Related link: https://www.lenderlogix.com/

Legacy Mutual Selects LenderLogix’s QuickQual to Improve Transparency and Responsiveness During Mortgage Borrowers’ Home Search

BUFFALO, N.Y. /ScoopCloud/ -- LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced that Legacy Mutual Mortgage has selected its pre-approval letter generation tool QuickQual to provide borrowers with a white-labeled, digitally-driven entry point into their homebuying experience.

"Our customer relationships go beyond a transaction. We look at all of our clients as referral partners and consistently strive to grow our relationship with them," said Raven Johnson, Vice President of Business Systems at Legacy Mutual Mortgage. "With QuickQual, we're able to strengthen those relationships with more borrower transparency into their potential mortgage. It also enables our loan officers to handle more transactions at once while staying involved in the borrower's home search."

With QuickQual, loan officers set parameters within the system based on the borrower's maximum pre-approved loan amount. From there, borrowers and their real estate agents can generate pre-approval letters on demand and run payment scenarios based on those parameters, thus providing borrowers with a deeper understanding of their capacity to purchase on a house-by-house basis.

"The mortgage lending landscape has been under heavy change over the last few years and especially right now," said LenderLogix Co-Founder and CEO Patrick O'Brien. "Updating technology to add more transparency and adapt to consumers' expectations is a pressure that is only going to grow for lenders. We love helping lenders stay ahead of the curve, and it's no different for Legacy Mutual. Hats off to them for continually improving their borrower experience."

About LenderLogix:

LenderLogix leverages the four decades of firsthand mortgage origination and real estate experience of its executive team to design customized software and APIs to meet the needs of today's mortgage lenders. The company's suite of products addresses the speed at which today's real estate market moves by delivering technology solutions that create agile and informed borrowers, build strong referral partners and ultimately save lenders time and money. For more information, visit https://www.lenderlogix.com/.

LenderLogix, a leading provider of mortgage point-of-sale and automation software for banks, credit unions, independent mortgage banks and brokers, today announced that Legacy Mutual Mortgage has selected its pre-approval letter generation tool QuickQual to provide borrowers with a white-labeled, digitally-driven entry point into their homebuying experience.

Related link: https://www.lenderlogix.com/

Surefire CRM by Top of Mind Integrates with Floify to Maximize Mortgage Loan Originators’ Sales Process

ATLANTA, Ga. /ScoopCloud/ -- Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its integration with digital mortgage point-of-sale solution Floify. The integration streamlines data flow between the CRM and POS systems, enabling automatic contact creation and loan milestone syncing. The combined solution empowers loan originators to effortlessly deploy Surefire workflows and award-winning content to prospects and in-process loan applicants for higher application conversion and loan pull-through rates.

"Surefire CRM and Floify work in tandem to deliver more loans that close with rule-based workflows and best-of-breed communications that guide borrowers through the customer journey," said Top of Mind VP of Sales Nick Belenky. "An especially high-volume year is the perfect time to take advantage of platform integrations that do the work for you, delighting customers and saving loan originators precious time."

Uniting to eliminate errors from customer databases, Surefire CRM and Floify ensure that no contact goes overlooked or unrecorded. New leads are automatically added to Surefire CRM from Floify loan flows and online 1003 applications. On the back end, Floify milestones sync with Surefire CRM's deal phases, making it easy to deploy timely content that keeps deals moving.

"In today's fast-paced mortgage industry, lenders want the speed and convenience of Floify's digital mortgage automation solution integrated with a robust CRM like Top of Mind's Surefire CRM," said Floify CEO Dave Sims. "Our partnership with Top of Mind has allowed us to combine these critically important systems to deliver a powerful mortgage lending platform and heightened borrower experience to our industry's tech-savvy loan originators."

About Top of Mind Networks:

Founded in 2003, Atlanta-based Top of Mind Networks (https://www.topofmind.com) started as a bootstrapped direct-mail marketing company. Today, the company is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, "set it and forget it" workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.

About Floify:

Floify is a digital mortgage point-of-sale 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. For more information, visit the company's website at floify.com or on social media at Facebook, LinkedIn, or Twitter.

@mortgagecrm @Floify #marketingautomation #mortgagemarketing #digitalmortgage

Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its integration with digital mortgage point-of-sale solution Floify.

Related link: https://www.topofmind.com/

OpenClose Extends its Digital Mortgage Ecosystem with New POS Offering – ConsumerAssist Digital POS

WEST PALM BEACH, Fla. /ScoopCloud/ -- OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it is has scheduled a May release for the official rollout of its much anticipated digital mortgage point-of-sale (POS) solution, ConsumerAssist(tm) Digital POS. This new integrated solution is a unique offering that combines a proven and mature 100 percent browser-based end-to-end LOS and PPE with new state-of-the-art dynamic digital mortgage POS technology.

As a single source vendor for digital POS, LOS, PPE and Business Intelligence, OpenClose is able to slash the loan manufacturing cost and complexity by eliminating the need to cobble together disparate systems with different SLAs, contracts and pricing models.

The self-service POS capabilities that ConsumerAssist Digital POS provides are state-of-the-art and feature rich. Lenders can now automate and organize numerous tasks that would normally be performed in the back-office via the LOS, and push them closer to borrowers earlier in the origination process. As a result, workflow efficiencies increase, the lending process is sped up, costs are reduced and new business is captured at a higher rate and lower cost.

"We feel that lenders leveraging the efficiencies of a single consolidated platform will be able to most effectively sustain and increase profitability in an environment with more competition for fewer loans and tighter margins," says JP Kelly, president of OpenClose.

Jason Regalbuto, CEO / CTO of OpenClose, adds: "Borrowers today and in the future are expecting streamlined experiences with extreme ease of use and automation like Amazon and Uber offer. Mortgage origination and lending involve very complex processes. We think with ConsumerAssist Digital POS, we have significantly reimagined these processes and workflows for the future and the expectations that borrowers have. We've effectively closed the loop between POS and LOS."

Key feature & benefits of OpenClose's new digital POS and LOS platform:

* Consumer-facing website can be customized to reflect the lender's own branding
* Elegant, intuitive screens and wizards swiftly walks borrowers through the entire application process
* Instant Verification of Employment (VOE)
* Instant Verification of Income (VOI)
* Instant Verification of Assets (VOA)
* Instant Verification of Tax Returns
* Automated loan conditioning
* Secure document capture and tracking
* Real-time messaging between borrower, loan officer and other relevant parties
* Activities calendar monitors when tasks are due and auto-sends email reminders and/or text notifications
* Affinity portal connects realtor, builder and settlement partners to the manufacturing process
* Ability to access the system on any mobile device or tablet.

OpenClose is incorporating into ConsumerAssist Digital POS their DecisionAssist(tm) product and pricing engine, automated underwriting capability, fee calculation engine and more.

OpenClose also offers ConsumerAssist(tm) Web which helps establish a consumer direct lending channel by developing websites that engage borrowers with tools to perform much of the application and loan qualification process themselves without involving a salesperson. ConsumerAssist Web can be combined with ConsumerAssist Digital POS, together dubbed ConsumerAssist(tm) Enterprise, to offer comprehensive self-service technology that manages the bulk of the origination process for lenders.

OpenClose recently announced the availability of a robust RESTful API Suite that the company developed to enable quick system-to-system integrations, seamless data exchange and execution of transactions. In addition to making integrations easier to complete, it further lowers lender costs, which is a key focus of OpenClose as their customers operate in a margin compressed business climate.

The company will be exhibiting in booth 800 at the MBA's Technology Solutions Conference & Expo 2019 from March 24 - 27 in Dallas at the Hyatt Regency. To learn more, visit the booth or contact the company to arrange a meeting time: sales@openclose.com.

About OpenClose:
Founded in 1999 and headquartered in West Palm Beach, Florida, OpenClose(R) is a leading enterprise-class, multi-channel loan origination system (LOS), POS digital mortgage and fintech provider that cost effectively delivers its digital platform on a software-as-a-service (SaaS) basis. The company provides a variety of innovative, 100 percent web-based solutions for lenders, banks, credit unions, and conduit aggregators. OpenClose's core solution, LenderAssist(tm), is comprehensive loan origination software that is completely engineered by OpenClose using the same code base from the ground up.

The company offers a RESTful API suite that standardizes system-to-system integrations, making them easier to develop, quicker to implement and more cost effective. OpenClose provides lending organizations with full control of their data and creates a truly seamless workflow for complete automation and compliance adherence. For more information, visit https://www.openclose.com/ or call (561) 655-6418.

OpenClose(R), an industry-leading multi-channel loan origination system (LOS) and mortgage fintech provider, announced that it is has scheduled a May release for the official rollout of its much anticipated digital mortgage point-of-sale (POS) solution, ConsumerAssist(TM) Digital POS.

Related link: https://www.openclose.com/

Former FNF/Black Knight executive joins Cloudvirga as chief revenue officer

IRVINE, Calif. /ScoopCloud/ -- Cloudvirga(TM), a leading provider of digital mortgage software, today announced the appointments of Dan Sogorka as chief revenue officer and Kelly Kucera as senior vice president of marketing. Sogorka, a seasoned mortgage technology executive, will drive Cloudvirga's continued revenue growth and oversee the firm's sales and marketing strategy with the help of veteran cloud technology marketer Kucera.

"Dan's exceptional track record of delivering technology solutions to leading mortgage companies is unmatched," said Cloudvirga CEO Michael Schreck. "His leadership of Cloudvirga's sales, partner and marketing efforts in partnership with Kelly is instrumental to our continued strong growth."

Sogorka brings two decades of experience as a business unit leader and senior sales executive at private and publicly traded firms specializing in mortgage and real estate technology. Prior to joining Cloudvirga, Sogorka was president of EXOS Technologies for Fortune 500 title insurance giant Fidelity National Financial (NYSE: FNF). Before that, he was president of RealEC Technologies for mortgage data and solutions provider Black Knight (NYSE: BKI). His career contributions to the housing finance industry have earned Sogorka the Mortgage Bankers Association's Tech All-Star award and October Research's Innovator of the Year award.

Kucera has over 20 years of experience in senior-level marketing, sales and product management roles for global firms in the B2B cloud technology sector. Before joining Cloudvirga, she was head of commercial and global marketing at Arcules, a Canon Group company (NYSE: CAJ). Prior to that, Kucera oversaw global industry and commercial marketing in her role as head of marketing at global product content cloud platform 1WorldSync.

"Continual change within the mortgage industry has created new opportunities to re-imagine how technology platforms interact with all constituents across the loan life cycle," said Sogorka. "I believe Cloudvirga is in the right place at the right time. I look forward to helping guide the company's ongoing growth."

"I look forward to developing a marketing strategy that reinforces Cloudvirga's mission to help mortgage lenders decrease costs and increase borrower satisfaction," said Kucera.

Kucera and Sogorka join four other recent additions to the Cloudvirga leadership team: former loanDepot executive Tim Von Kaenel as chief product officer; former Roostify executive Jesse Decker as chief customer success officer; former Altisource CTO James Vinci as executive vice president of technology; and former Drip leader Ashley Lundquist as vice president of talent.

Cloudvirga offers hyper-motivated overachievers the opportunity to help transform a $10 trillion industry. The company provides competitive benefits including an attractive annual bonus program, equity participation and career development programs. For a list of current job openings, visit https://www.cloudvirga.com/company/careers.

About Cloudvirga(TM)

Cloudvirga's digital mortgage point-of-sale (POS) software, powered by the intelligent Mortgage Platform(r), uniquely combines a world-class borrower experience with a truly automated lender workflow that radically cuts overall loan costs, increases transparency and reduces the time to close a loan. Led by top fintech veterans with a track record of building successful mortgage technologies, Cloudvirga's customer base includes nine of the top 40 non-bank mortgage originators. To date, Cloudvirga has raised over $77 million from some of the country's top lenders and private-equity firms.

For more information, visit https://www.cloudvirga.com/ or follow Cloudvirga on LinkedIn.

PHOTO LINKS FOR MEDIA:
(1) Send2Press.com/300dpi/19-0110s2p-Dan-Sogorka-300dpi.jpg
(2) Send2Press.com/300dpi/19-0110s2p-Kelly-Kucera-300dpi.jpg

REF: NY: FNF / NY: BKI / NY: CAJ

Cloudvirga(TM), a leading provider of digital mortgage software, today announced the appointments of Dan Sogorka as chief revenue officer and Kelly Kucera as senior vice president of marketing. Sogorka, a seasoned mortgage technology executive, will drive Cloudvirga's continued revenue growth and oversee the firm's sales and marketing strategy with the help of veteran cloud technology marketer Kucera.

Related link: https://www.cloudvirga.com/