Overview
Floify allows you to add additional documents for the borrowers to provide once you've created a loan flow. There are several different types of document requests you can make including one-off documents, template documents, esign docs, borrower questions, completed documents, and more.
Among these options, you will have the option add a new document request.
Video Tutorial
00:00 Floify Intro
0:10 Getting to the Add New Docs Page
0:25 Exploring the Add New Docs Page
0:34 Floify esign: Upload PDFs for esignatures
1:18 One-Off Doc: Type in your own document request(s)
1:56 Template Docs: Choose from one of your templates
2:26 Borrower Question: For quick borrower questions and answers
3:03 Completed Docs: Keep borrower docs in one place
How to Use
From your team pipeline, navigate into the loan flow by clicking anywhere on the row with your client's name:
Select the Add New Doc button in blue towards the right hand side:
Select the type of document you'd like to add:
One-off Docs - Add multiple one-off document requests for your borrower. This is designed to request a document specific to this borrower, or maybe something more uncommonly requested.
Template Docs - Add new document requests for your borrower to complete, taken from docs in your template document repository.
Borrower Question - Ask the borrower a question by typing it into your web browser. The borrower will be required to provide a typed out answer.
Completed Doc - Upload a completed document already in your possession to store it safely in the Floify portal.
Other Integrations - As you add other integrations to your account, they will become available here to make requests. Some common integrations you will find here are: DocuSign, Floify E-Sign, credit integrations, and integrations to run VOA/VOE/VOI.
Once you select what you need, add the selected option to the workflow. This will be available in the 'Docs Owed'. The borrower will receive a notification after 15 minutes letting them know you've requested additional documents.