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Floify Disclosures 2.0 Plugin - eFolder Send & Request

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Written by Alejandro Ramirez

Overview

The Floify Disclosures 2.0 plugin now supports sending and requesting one-off document tasks to Floify directly from Encompass.

This tools allows lending teams to stay in a single streamlined interface within Encompass to complete loan tasks. By utilizing this piece of our Encompass integration, users can click Request in the Encompass eFolder and the plugin routes it through Floify. Needed docs become individual document requests for the borrower, and eSignable docs are bundled into one eSign Request Package they sign electronically. Additionally, clicking Send in the eFolder pushes the selected document(s) directly to the borrower via Floify, without leaving Encompass.

How to set up

Verify your company is using Floify Disclosures 2.0 and has the latest version of the Encompass plugin installed. For assistance setting this up, an admin needs to reach out to your Customer Support Manager.

You can read about installing the plugin here: Encompass Plugin Setup

How to Request Documents

  1. Open the eFolder in Encompass and click the Request button in the top right menu.

  2. Select the files you want to request from the borrower, click Add, verify the borrower details, and click Send.

  3. Clink on send and a prompt will appear with three options. Click Send to Floify to route the request through the plugin (selecting Send will default to native Encompass).

  4. Once sent, the requested documents will appear in your eFolder list with the status updated to Requested.

  5. In Floify, the borrower will receive these as individual upload tasks or as a bundled eSign Request Package.

  6. After the borrower completes and signs the requests, the LO can review the loan in Floify, accept the documents, and click Stack & Send Docs.

  7. In the Encompass eFolder, the document statuses will automatically update to Received.

Sending Documents

  1. Open the eFolder in Encompass, select the document you wish to push to the borrower, and click the Send button in the top right menu.

  2. Confirm the selected document from the list and click Continue.

  3. On the prompt window, click Send to Floify.

  4. A confirmation message reading "Floify has received the sent document" will display.

  5. The borrower can immediately log into their Floify portal to view or download the completed document directly from their active list.

FAQ

Q: Does this method prevent the standard options currently available in Encompass?

A: The Native Encompass Send/Request is never removed by the plugin - it's always available as a fallback alongside the Floify option.

Q: How do eSign Packages show in Floify once requested?

A: If the documents are configured in Encompass as eSignable documents and the "Request" button is used, they will be labeled as "eSign Request Package"

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