Floify
8 Case Studies
Case Study: Journey Home Lending achieves streamlined mortgage origination and frees up advisory time with Floify
A Floify Case Study
Journey Home Lending - Customer Case Study
Journey Home Lending, led by Rod Shuster, is a boutique mortgage planning firm focused on creating custom home loans and delivering consultative advice to clients. Faced with the need to re‑imagine and streamline mortgage origination so he could spend less time on paperwork and more on advising clients, Journey Home Lending adopted Floify to automate intake and document workflows.
Floify was implemented as Journey Home Lending’s online application and secure document portal, adding automated notifications, milestone tracking, and a realtor-accessible lender letter generator. The Floify-powered workflow created a predictable, professional experience, freed up Shuster’s time to win new business and provide higher‑value advice, and enabled real estate partners to self-serve lender letters and monitor loan status.
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Journey Home Lending
Rod Shuster
President