Using Floify
Learn the basics to help you make the most of Floify
By Foster and 3 others4 authors212 articles
- Using Apply Now Dynamic AI to Fill your Borrower Loan Application
- Borrower Multi-Factor Authentication
- Log In and Apply with Single Sign-On (SSO)
- Find My Lender's Contact Information
- Review My Milestone Updates
- Download My Lender's Progressive Web App
- Use Co-Pilot to Edit My Loan Application
- Update My Account Details
- Declare a Document Request Not Applicable
- View or Download a Blank or Sample Document
- Log Out of My Portal
- Log In to My Portal
- Complete My Loan Application
- Reset My Password
- Manage My Email and Text Notifications
- Portal Overview For Borrowers
- Switch Between Borrower and Co-Borrower Account
- Delete My Borrower Account
- Upload Your Documents
- 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
- 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
- Company-Level Prospects Tab
- 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
- 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
- Access the Conversation Log
- Using Custom Fields in Pre-Approval Letters
- Floify Pre-Approval Letter Hub
- Running Dual AUS Findings
- Completed & Bulk Document Uploads
- Loan Flow Document Status Column
- Enhanced Co-Pilot with Borrower Quick Assist
- Supplemental Consumer Info Form
- Lender Disclosure Signing Process
- Borrower Disclosure Signing Process
- Floify Text Message Overview
- Floify Email Overview
- Using Task Management
- Configure My Landing Page
- SMS Opt-In for Non-Floify Users
- Multi-Factor Authentication
- Lead Source Tracking
- Import an 1003 XML File
- SMS Compliance Improvements
- Navigate In and Out of My Company Dashboard
- Realtors and Partners Guide
- Enabling Soft Credit Pulls
- Audit Log Events
- DocuSign Tutorial
- SuperUsers vs. Regular Users
- Floify E-Sign Tutorial
- Texas Conditional Qualification and Conditional Approval Forms
- Arizona Pre-Qualification and Loan Status Forms
- Auto-Delete Loans
- Accept or Reject a Document
- Viewing Closing Documents in Floify
- Disclosures Desk 2.0 Hub
- Disclosures Desk 2.0 Settings
- Disclosures Tab Action Icons
- How to Order Disclosures Using Disclosures Desk 2.0
- Install Encompass Disclosure Plugin
- Automated Floify Disclosure Emails
- Ordering Closing Documents - Floify Hybrid eClosing
- Floify and ICE eClose Setup
- Disclosure Desk: Integration Window
- Disclosure Desk Setup: Custom Document Settings
- Disclosure Desk Setup: Encompass Fields
- Disclosure Desk Setup: Ellie Mae Document Settings
- How to Order Floify Hybrid eClose Documents Using Disclosures Desk 2.0
- Floify Hybrid eClose Setup
- Floify Disclosures 2.0 Plugin - eFolder Send & Request