Case Study: Legacy Mutual achieves 3x loan volume without adding staff with Floify

How a Legacy Mutual Team Tripled Loan Volume Without Adding New Staff

Legacy Mutual’s Hughes Team, represented by Production Associate Hannah Windham, needed to scale loan origination dramatically without adding staff. Facing growth from 20 leads per month and $12M in loan volume (2014) to a target of 80 leads per month and $40M (2017), they required a reliable way to manage borrower communications, document collection, and pipeline visibility. They turned to Floify (alongside Encompass as their system of record) for a customer-facing solution.

Floify delivered a borrower portal with e-signing, automated needs lists and notifications, a single pipeline dashboard, and integration that pushes documents into Encompass automatically. As a result, Legacy Mutual tripled loan volume (from $12M to $40M) and increased leads from 20 to 80 per month while remaining a two-person team — reducing calls and emails, speeding document turnaround, and improving accountability through time-stamped communications.

Legacy Mutual

Hannah Windham