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
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
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)
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
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.
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.
