Floify

OverviewYour portal helps you move through your application by using information from your financial documents to fill in parts of the app...

Using Apply Now Dynamic AI to Fill your Borrower Loan Application

Overview
Multi-factor authentication (MFA) is required for all Floify users. Borrowers will be prompted when logging in via a new device o...

Borrower Multi-Factor Authentication

Overview
As a borrower using Floify, you can log in or start an application using common SSO options like Google and Facebook. Single Sign...

Log In and Apply with Single Sign-On (SSO)

Overview
During the course of your loan, you may want to reach out to your lender directly to ask for clarity or find out more information...

Find My Lender's Contact Information

Overview
Using your secure portal, you can keep to up to date with how far you are through the loan process. Your lender may use what are ...

Review My Milestone Updates

Overview
A progressive web app functions just like a regular web page or site, but for you would look like a traditional native mobile app...

Download My Lender's Progressive Web App

Overview
If your loan officer has requested that you complete a loan application, you will be able to do so directly in a secure portal. Y...

Use Co-Pilot to Edit My Loan Application

Overview
Once you've established your portal, you may want to make further adjustments to your personal details such as your name, email a...

Update My Account Details

Overview
Your lender has set up your portal with a number of requests for documentation that are awaiting a response. Some of these reques...

Declare a Document Request Not Applicable

View or Download a Blank or Sample Document

Overview
Once you're logged into your account, you will want to make sure to log out after you've completed each session to maintain the s...

Log Out of My Portal

Overview
Once you have an established account to complete a loan application or provide documentation to your lender, you may need to sign...

Log In to My Portal

Overview
If your loan officer has requested that you complete a loan application, you will be able to do so directly in a secure portal us...

Complete My Loan Application

Overview
Once your account has been created, you will have access moving forward for your current loan as well as any previous or future l...

Reset My Password

Manage My Email and Text Notifications

Overview
Using your secure portal, you can complete a loan application, make adjustments to your account, and view and respond to requests...

Portal Overview For Borrowers

Overview
If you and your co-borrower share an email address to access the account, you may need to switch back and forth between accounts ...

Switch Between Borrower and Co-Borrower Account

Overview
Once your loan is complete, you may be wondering what happens to your documents. Depending on the lender, your loan in the system...

Delete My Borrower Account

Overview
Your lender has set up your portal with a number of requests for documentation that are awaiting a response. These requests are o...

Upload Your Documents

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Borrower Help

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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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