Floify

OverviewThe loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjust...

Sending a Pre-Approval Letter

Overview
The 1003 Loan Application can be adjusted at any point in the process by your team. Once an application is submitted, it can stil...

Continuing to Edit the 1003 Application

Overview
The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjus...

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

The Loan Pipeline is your central workspace for managing borrowers, reviewing loan information, and updating loan flows throughout the loan process. Account admins can also switch to the Company Dashboard…

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

Overview
When a borrower applies via your landing page, all incoming applications show up in your Prospects tab for you to review. Any inc...

Edit a Prospect's Loan Application

Preview My Landing Page

Edit An Archived Loan Flow

Unarchive a Loan Flow

Overview
Your specific portal will have several links available to provide to your borrower, including your direct landing page link, your...

What Are the Different Borrower Links?

Locate My Application Link

Mark a Prospect as Read or Unread

Overview
Your loan pipeline can be filtered by loan owner to provide more detailed results, or you can search directly if you are looking ...

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

The audit log allows you to review certain user activity events that happened in relation to your specific loan flows and have a trail of when these occurred.

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

Overview
Floify allows you to add additional documents for the borrowers to provide once you've created a loan flow. There are several dif...

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

Overview
I-framing allows borrowers to access Floify directly within your website. It requires just a little bit of code on each webpage w...

iFrame

Overview
One of the most important things Floify does is send out email notifications to borrowers throughout the loan process in Floify. ...

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

OverviewWhite labeling allows you to embed Floify in your own website and mask our domain. When borrowers visit your site and access Floif...

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

The conversation log shows a record of the text messages sent to borrowers and notes added to the loan flow.

Access the Conversation Log

Archive a Prospect

Foster Siebken

Amanda Lowry

Julie Murinka

Pipeline

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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