Company Dashboard
By Foster1 author70 articles
- 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