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Automated Floify Disclosure Emails

OverviewFloify Disclosure notifications are system-generated emails that are sent automatically by the platform. Because these notificatio...

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Written by Foster Siebken

Overview

Floify Disclosure notifications are system-generated emails that are sent automatically by the platform. Because these notifications are produced by the system, their content and formatting cannot be modified or customized.

This article provides:

  • Examples of the disclosure notification emails

  • Subject lines used in these notifications

  • A list of recipients who will receive each type of notification

Initial and Revised Disclosure

When Initial or Revised Disclosures are available for signatures within Floify, the email “Time
Sensitive: Mortgage Documents for E-Signature from [LOAN OWNER] at [COMPANY
NAME]” will be sent.

The Initial and Revised Disclosure emails will be sent to the following parties:

  • Borrower

  • CoBorrower

  • Loan Office in Floify

  • Loan Followers in Floify

ClosingDisclosure.jpg

Closing Disclosure

When a Closing Disclosure is available for signatures in Floify, the email “Time Sensitive: Mortgage Documents for E-Signatures from [LOAN OWNER] at [COMPANY NAME]” will be sent. to the following parties:

The Closing Disclosure emails will be sent to the following parties:

  • Borrower

  • CoBorrower

  • Loan Office in Floify

  • Loan Followers in Floify

ClosingDisclosure.jpg

Signed Disclosure

When all parties have signed the disclosures, the email “Disclosure e-signed: [BORROWER NAME]/[COBORROWER NAME] File [LOAN ########]” will be sent.

The Signed Disclosure emails will be sent to the following parties:

  • Loan Officer in Encompass

  • Disclosing User in Encompass

  • Loan Owner in Floify

  • Loan Followers in Floify

  • Global emails defined in company dashboard (per type)

  • Loan Closer in Encompass (Closing Disclosures only)

signed.jpg

Closing Disclosure Viewed

When the Closing Disclosure (or RCD) has been viewed, the email “CD Viewed: [BORROWER NAME] File [LOAN ########]” will be sent.

This notification will be sent to the following parties:

  • Loan Closer in Encompass

  • Loan Officer in Encompass

  • Loan Owner in Floify

  • Global emails defined in company dashboard

Viewed.jpg

Disclosure Alert

When the Loan Officer has a document in the disclosures package they need to sign, they will receive the email “Disclosure Alert! - Signatures Required for [BORROWER NAME]”, only
the signing LO will receive this email.

Disclosure Alert.jpg

Non-Purchasing Spouse

If there is a non-purchasing spouse (NPS) for a primary refinance, the NPS will receive the email “Time Sensitive: Mortgage Documents for E-signature from [LOAN OWNER] at [COMPANY NAME]”, this link will not require a Floify login to consent/sign.

NPS.jpg
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