Floify

Thank you for investing in Floify to help take your mortgage business to the next level!

We understand how challenging the learning curve for new solutions like this can be, so we've set out to make this process as seamless as possible.

Below, the list of items will present you with a recorded training, short videos, and article links to the fundamental features of Floify including branding, customizations, and how to get your borrowers into the system.

If you have any questions, feel free to browse the help center or reach out to our Support team for additional guidance.

Help Article: <a href="https://help.floify.com/en/articles/15141493-start-a-new-loan-flow">Start a New Loan Flow</a>; <a href="https://help.floify.com/en/articles/15141487-edit-a-loan-flow">Edit a Loan Flow</a>

Help Article: <a href="https://help.floify.com/en/articles/15141192-upload-my-logo">Upload My Logo</a>

Help Article: <a href="https://help.floify.com/en/articles/15141479-update-my-email-signature">Update My Email Signature</a>

Getting My Borrower's Documents Out of Floify

Help Articles: <a href="https://help.floify.com/en/articles/15141394-stack-and-send-docs">Stack and Send Docs</a>, <a href="https://help.floify.com/en/articles/15141291-download-a-borrower-s-loan-files">Download a Borrower's Loan Files</a>

Help Articles: <a href="https://help.floify.com/en/articles/15141457-add-new-template-documents">Add New Template Documents</a>, <a href="https://help.floify.com/en/articles/15141265-edit-delete-or-archive-existing-template-documents">Edit, Delete, or Archive Existing Template Documents</a>, <a href="https://help.floify.com/en/articles/15141497-create-edit-or-remove-quick-packs">Create, Edit, or Remove Quick Packs</a>

Help Articles: <a href="https://help.floify.com/en/articles/15141231-edit-my-milestone-email-template">Update my Milestone Templates</a>

Help Article: <a href="https://help.floify.com/en/articles/15141343-send-a-deadline-reminder-email-to-my-borrower">Send a Deadline Reminder Email to My Borrower</a>

Help Articles: <a href="https://Add%20a%20Realtor%20or%20Partner%20to%20My%20Database" rel="nofollow noopener noreferrer" target="_blank">Add a Realtor or Partner to My Database</a>, <a href="https://help.floify.com/en/articles/15141339-invite-a-realtor-partner-to-a-loan-flow">Invite a Realtor/Partner to a Loan Flow</a>

Help Article: <a href="https://help.floify.com/en/articles/15140798-floify-pre-approval-letter-hub">Floify Pre-Approval Letter Hub</a>

 
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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Quick Start with Floify

Watch a recorded training

Start and Edit Loan Flows

Upload My Logo

Setup My Email Signature

Getting My Borrower's Documents Out of Floify

Template Docs and Quick Packs

Milestones

Deadline Reminders

Looping in Realtors and Partners

Generating Pre-Approval Letters