Case Study: The Mortgage Management Group achieves fully automated, touchless mortgage documentation and significant time savings with Floify

The Mortgage Management Group - Customer Case Study

The Mortgage Management Group (TMMG), led by Principal Broker and Wealth Advisor Calum Ross, faced the common mortgage-industry challenge of a slow, paperwork-heavy loan process that frustrated high‑net‑worth clients and consumed staff time. Seeking an automated, compliant mortgage point‑of‑sale and borrower portal, Ross chose Floify to streamline documentation, client communication, and compliance for his Toronto practice.

Floify’s branded secure borrower portal and automation removed manual document handling and follow‑ups, preserving document integrity and freeing staff for higher‑value client work. As a result, Ross averaged $165M in originations recently, reported time savings of roughly 4–12 hours per loan (and the equivalent of one full‑time employee per 10 loans), saw more than 70% of business from repeat clients, and achieved a ~65% production increase year‑over‑year after implementing Floify.

The Mortgage Management Group

Calum Ross

Principal Broker and Wealth Advisor