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Integration type: Productivity

Floify's integration with the Dropbox cloud storage platform allows originators and their teams to seamlessly connect their existing Dropbox account to Floify.

Once integrated, uploaded borrower documents are immediately synchronized to a system-generated Pending Review folder within the connected Dropbox.

When a loan originator or member of their team reviews and approves the document(s) by clicking the "Thumbs Up" icon within Floify or accepting in bulk, the file(s) is/are moved from the Pending Review folder to be stored in the corresponding loan file folder.

From the team pipeline, navigate to Settings and select the Integrations tab:

Scroll down to Dropbox Integration and select the option to Edit Dropbox Integration:

Select the option to Connect:

You will be taken to Dropbox. Enter your credentials and authorize to proceed:

Success! The Dropbox integration setting will now show "Disconnect" once it is connected:

Once you accept documents in the Pending bucket, they will push to Dropbox. The hierarchy in Dropbox is Apps folder > Floify folder > subfolders for each borrower.

The name of each borrower subfolder will include the Loan ID - Borrower Name (ex. 4599961 - Roy Munson). All of the accepted documents will be included in the borrower's folder:

Note: the 1003 application does not get pushed to Dropbox automatically when you accept it. However, you can potentially download the 1003 application (PDF and/or XML file) and manually move it into the appropriate Dropbox folder.