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Using Floify

Learn the basics to help you make the most of Floify

1 author205 articles

Company Dashboard

Edit a Company-Level E-Sign Template
Enable LO Full View in Apply Now
Company and Organization Admin Access
Mortgage Call Reports
Restrict Co-Pilot to the Team Manager
Allow LO Teams to Enable and Use Co-Mortgagors
Enable Import LOS Application Data for LO Teams
Locate Your XAPI Key
Enable Company Specific Single Sign-On (SSO) Options
Set Up and Edit the Company Subdomain
Enable Borrower Single Sign-On (SSO) Options
Allow LO Teams to Reissue Credit Reports
Configure Borrower Facing Flow Labels
Export Users
Access the Floify E-Sign Dashboard
Enable Import MISMO 3.4 Files for LO Teams
Company Milestone Sets
Configure Text Message Authorization
Enable Rate Calculators via Optimal Blue
Use the Reporting and Analytics Dashboard to View Data for LO Teams
Enable eFolder Documents Sync with Template Docs
Enable Encompass Conditions to Floify Document Requests
Set Up and Manage the Reporting and Analytics Dashboard
Enable or Disable Company Level Email Link Integration
Enable or Disable Cloud Storage Solutions for LO Teams
Enable Co-Pilot
Create Company Level Custom Questions
Create Company Level Milestones
Allow Teams to Automatically Approve Loan Application Documents
Enable Verification of Assets Through AccountChek via MeridianLink
Allow LO Teams to Generate Texas Forms
Edit Time Based Apply Now Restrictions
Set Custom Session Inactivity Timeouts
Allow LO Teams to Generate Arizona Forms
Allow Teams to Configure Color Scheme
Enable Custom Fields and Business Rules
Create Company Level Application Overrides
Enable or Disable the Ability to Download Application Files
Update the Company Country
Consent to a Credit Check on Borrower's Behalf
Enable Multilingual Subtitles
Access Team Settings From Company Dashboard
Access the Floify E-Sign Settings
Enable the Landing Page Calculators for LO Teams
Enable Realtor & Partner Co-Branding for LO Teams
Enable Verification of Employment and Income through The Work Number via MeridianLink
Allow LO Teams to Reassign Prospects
Edit the Stack and Send Options Available for LO Teams
Access the Organization Dashboard
Edit User Permissions
Edit Password Controls
Access the In-Browser Landing Page Editor
Edit the Timeline In Which Floify Automatically Deletes Old Loans
Unlock a Locked User
Enable the Legacy Realtor Makes Letters Behavior
Enable the Disclosure Desk Permission
Access Teams and Users
Update the Company NMLS ID
Edit Company Level Application Settings
Access the Company Audit Log
Add a Company Disclaimer
Edit Authorization to Run Credit Check
Edit the Company Name
Configure E-Consent
Clone Settings From One Account to Another
Set Up or Edit the Milestone LOS Synced Fields
Disable a User or Team
Set Up or Edit Company Milestones
Assign a Support User
Edit Company LOS Settings

Pipeline

Sending a Pre-Approval Letter
Continuing to Edit the 1003 Application
Filter or Search Through Your Prospects
Split Co-Mortgagors
Create a Prospect from the LOS 1003
Copy Loan Docs
Reissue a Credit Report
Renaming Borrower Documents
Switch to the Full View Mode of the Borrower's Application
Connect a Loan Flow to a New Encompass Loan File Number with Co-Mortgagors Enabled
Set Up a One Off Floify E-Sign Request or Floify E-Sign Template
Sign a Floify E-Sign Request
Switch Between My Team Pipeline and the Company Dashboard
Manually Pull a Hard Credit Report
Manually Pull a VOA, VOE, or VOI Request
Download a PDF Version of My Borrower's Loan Application
Sign a DocuSign Request
View or Download the Custom Questionnaire
Resend the Borrower's Application Link
Edit a Prospect's Loan Application
Preview My Landing Page
Access the Conversation Log
Edit An Archived Loan Flow
Unarchive a Loan Flow
What Are the Different Borrower Links?
Locate My Application Link
Mark a Prospect as Read or Unread
Filter or Search My Pipeline
Delete a Prospect
Locate the Borrower's Contact Information
Convert a Prospect to a Live Loan Flow
Download a Borrower's Loan Files
Download a Prospect's Loan Application
Update a Borrower's Milestones
Access the Audit Log
Update the Loan Owner
Reassign a Prospect
Update the Loan Deadline, Expected Closing Date, or Actual Closing Date
Add Loan Flow Notes
Invite a Realtor/Partner to a Loan Flow
Add a New Document Request
Update Loan Activity Notices
Send a Deadline Reminder Email to My Borrower
Send a Password Reset Email to My Borrower
iFrame
Stop Emails From Going to Spam
Disable Borrower Deadline Notifications
Download a MISMO 3.4 Version of My Borrower's Loan Application
Edit a Borrower's Email Address
Resend Needs List Email to My Borrower
White Label
Set Up Borrower Pairs
Stack and Send Docs
Add A New Prospect
Transfer a Loan Flow to Another Team
Delete a Loan Flow
Incomplete Prospect Application
Borrowers Not Invited Status
Review your Prospects Tab
Review My Pipeline Status Tab
Archive a Loan Flow
Edit a Loan Flow
Start a New Loan Flow