Floify

OverviewThe Company E-Sign settings allow for you to set up and manage Floify E-Sign. Among these settings, you'll have access to edit a F...

Edit a Company-Level E-Sign Template

Overview
The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, yo...

Enable LO Full View in Apply Now

Company and Organization Admin Access

Overview
Floify's Mortgage Call Reports (MCR) will help you kick start your NMLS reporting each quarter. Floify can produce the MCR spread...

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

Overview
The Company Dashboard allows your organization to manage multiple individual user accounts under a single Company Account. As a c...

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

Overview
 
The Company Dashboard allows multiple individual user accounts to be managed under a single Company Account. As a company admin...

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

Overview
 
The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, ...

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

Overview
The Company Dashboard serves as a central hub where multiple individual user accounts are managed under a single Company Account....

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

Overview
 
The Company Dashboard serves as a centralized hub for managing multiple individual user accounts under a single Company Account...

Configure E-Consent

Clone Settings From One Account to Another

OverviewThe Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you...

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

Foster Siebken

Company Dashboard

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