Floify Partners With Plaid to Automate the Collection of Borrower Asset Reports

Mar 10, 2019

Floify has joined forces with Plaid, a partnership that will enable lenders and loan originators to order and receive Plaid's Asset Reports from the Floify point-of-sale solution, simply by having consumers connect their bank account through Plaid.

Once integrated with Floify, Plaid can be configured to automatically trigger a request for borrower asset reports upon the conversion of a prospect into a loan file, or manually trigger from an active loan file. After a Plaid request is initiated, borrowers are prompted to select their financial institution and enter their credentials via Plaid's front-end module. Upon successful login, the borrower's asset report is securely transmitted and synced to their corresponding loan file, which saves valuable time in the loan origination process.

"Floify is thrilled to partner with Plaid as we continue to use our automation technology to improve the mortgage process for loan originators and borrowers," said Dave Sims, Chief Executive Officer of Floify. "Our integration with Plaid further simplifies and accelerates loan origination for mortgage professionals who combine the power of Floify point-of-sale system with Plaid's Day 1 Certainty-approved digital asset verification functionality."

About the author

NationalMortgageProfessional.com

Link copied

Published

Mar 10, 2019

Sales and Marketing

How Originators Are Getting First-Time Buyers To The Closing Table

Three originators shared their first-time buyer strategies during the latest installment of NMP Ignite

The Loan Originators helping first-time buyers in 2026 are not relying on a better mortgage rate to solve every affordability problem.During the latest NMP Ignite webinar, three originators shared distinct approaches to getting buyers to the closing table, from structuring s...

Regulation and Compliance

ROAD Act’s Housing Incentive May Be Too Small To Move Supply

Realtor.com finds the median city risks losing only about $84,000, although the policy could carry more weight in supply-starved Northeast and Midwest markets

A key housing-supply provision in the 21st Century ROAD to Housing Act may be too small to unlock meaningful purchase inventory in most markets, according to a Realtor.com analysis.The provision ties a portion of municipalities’ Community Development Block Grant funding to h...

Aug

Las Vegas, NV

More from

Tech

Carrington Closes Valon Mortgage Acquisition, Nears 2 Million Serviced Loans

Deal adds approximately 810,000 loans and clears the way for Carrington to make ValonOS its core servicing platform

C-Suite Strategies

Aug 05, 2026

Secure Insight Brings Closing Guard To SettlementOne Platform

Integration gives Encompass lenders access to settlement-agent risk assessments and verified wire instructions through their existing SettlementOne workflow

Tech

Aug 05, 2026

Rocket Pro Broadens Refi Pricing Push, Extends 100-BPS Purchase Credit

August Power Play reaches beyond cash-out refinances while pairing near-term pricing incentives with a longer-term broker technology play

Wholesale

Aug 04, 2026

Adwerx Adds Canva Integration For LO Ad Campaigns

The integration lets mortgage professionals move Canva designs into targeted advertising while preserving lenders’ compliance-review controls

Tech

Aug 04, 2026

MeridianLink Buys Credit Mountain To Turn Loan Declines Into Future Business

The acquired technology keeps rejected applicants connected to their lender while they work toward eligibility, creating a potential pipeline of mortgage-ready borrowers

Tech

Aug 03, 2026

Optimal Blue Adds VantageScore 4.0 To Pricing Platform

Lenders can use VantageScore 4.0 in Optimal Blue’s mortgage pricing, eligibility, hedging, trading, and MSR valuation workflows

Tech

Jul 31, 2026

Popular