Floify

Reorganized the available options within a loan flow into a new menu drop down

- Tools such as PPE, AUS, Pre-Approval Letter Generation, and the Audit Log are now in this new dropdown

- Reorganized the available options within a loan flow into a new menu drop down
  - Tools such as PPE, AUS, Pre-Approval Letter Generation, and the Audit Log are now in this new dropdown

August 12th, 2026 Release Notes

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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August 12th, 2026 Release Notes

System Enhancements