Case Study: Benchmark Mortgage achieves faster closings and significant time savings with Floify

Benchmark Mortgage - Customer Case Study

Benchmark Mortgage’s Branch Manager Bobby Campos needed a better way to streamline the residential loan process, reduce repetitive documentation follow-ups, and improve communication with borrowers and agents. After Benchmark introduced the team to Floify’s mortgage point-of-sale and automated loan workflow solution, Campos adopted it to give clients a clear visual of loan status, set milestone reminders, and simplify document submission.

Floify was implemented to automate email/text milestones, reminders, and document tracking, which Benchmark says cuts repetitive calling by roughly 5–8 hours per loan and has reduced time spent chasing paperwork by about 50%. The system improved borrower and agent satisfaction, helped the branch move loans through appraisal and underwriting more predictably (supporting 22–24 day timelines in many cases), and provided a scalable, visible workflow that has supported business growth and stronger referral relationships.

Benchmark Mortgage

Bobby Campos

Branch Manager