Floify

OverviewPre-Approval Letters allow you to add custom fields as additional merge tags to your pre-approval template for more flexible, pers...

Using Custom Fields in Pre-Approval Letters

OverviewFloify makes it easy to generate Pre-Approval Letters (PALs) on the fly for your borrowers, and we have built an optimized workflo...

Floify Pre-Approval Letter Hub

Overview
Dual AUS includes both Freddie Mac and Fannie Mae. With Dual AUS, complete more key loan tasks in Floify's easy to access mobile ...

Running Dual AUS Findings

Overview
During the loan process, LO teams will likely receive documents related to the loan outside of Floify (via email, external websit...

Completed & Bulk Document Uploads

Overview
Floify keeps a log of events as they happen with your borrowers. For each document request, throughout it's lifecycle, you and yo...

Loan Flow Document Status Column

Overview
Floify's co-pilot feature allows borrowers and lenders to complete an application together. The new enhanced co-pilot adds a quic...

Enhanced Co-Pilot with Borrower Quick Assist

Overview
To get ahead of an upcoming Fannie/Freddie requirement that will take effect in March 2023 for conventional loans, we're adding t...

Supplemental Consumer Info Form

Overview
Floify disclosures help to keep your borrower’s experience seamless by sending their Encompass disclosures to the same portal the...

Lender Disclosure Signing Process

Overview




Floify disclosures help to keep your borrower’s experience seamless by sending their Encompass disclosures to the same portal...

Borrower Disclosure Signing Process

Overview
Floify sends a variety of text messages out to realtor/partner contacts and borrowers to notify them of important information reg...

Floify Text Message Overview

Overview
Floify sends a variety of emails out to the lender, realtor/partner contacts, and borrowers to notify them of important informati...

Floify Email Overview

Overview
Floify's Task Management feature allows companies to create and assign different user roles in a lending team (processor, LOA, cl...

Using Task Management

Overview
Your landing page is set up in Floify for you to provide to your borrowers to review your information, start the application proc...

Configure My Landing Page

Overview
Non-Floify users have the option to receive text message updates from Floify regarding loan status updates.
 
Moving forward, the...

SMS Opt-In for Non-Floify Users

Overview
Multi-factor authentication is required for all Floify users. This will prompt a user when logging in via a new device or browser...

Multi-Factor Authentication

Overview
Some users would like to know how the borrower accessed or landed into one of the Floify’s pages.

Lead source tracking will allo...

Lead Source Tracking

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

Import an 1003 XML File

OverviewBorrowers have had the option to opt into text messaging via Floify to receive updates on the loan flow and the status of their lo...

SMS Compliance Improvements

Overview
If you are a company admin, you may need to go into your company settings or access your team members' accounts in order to make ...

Navigate In and Out of My Company Dashboard

Overview
There are a variety of features available within Floify for you to integrate your realtors and partners into the loan flow proces...

Realtors and Partners Guide

Overview
Enabling soft credit pulls allows Floify to run a soft credit pull automatically when a borrower successfully submits a loan appl...

Enabling Soft Credit Pulls

Overview
The audit log allows you to review certain user activity events that happened in relation to your specific loan flows and have a ...

Audit Log Events

Overview
Lenders and origination teams can integrate an existing DocuSign account with Floify's mortgage point-of-sale. Once integrated, b...

DocuSign Tutorial

Overview
Floify supports giving users pipeline access with either superuser or regular user permissions. 
 
Superuser - Superusers are tru...

SuperUsers vs. Regular Users

Overview
Floify provides an in-house e-signature solution supporting customized fields from both the borrower and lender side.
 
LO teams ...

Floify E-Sign Tutorial

Overview
Floify supports issuing the Texas state required conditional qualification and conditional approval letters for Texas users.
 
Th...

Texas Conditional Qualification and Conditional Approval Forms

Overview
Floify supports issuing the Arizona state required pre-qualification form, loan status update, and loan status report for Arizona...

Arizona Pre-Qualification and Loan Status Forms

Overview

Floify began the process of removing loans and loan documents that are 2+ years old on 01/29/2021. Floify no longer houses loans...

Auto-Delete Loans

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Workflows and General Info

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