Workflows and General Info
By Foster and 1 other2 authors29 articles
- Using Custom Fields in Pre-Approval Letters
- Floify Pre-Approval Letter Hub
- Running Dual AUS Findings
- Completed & Bulk Document Uploads
- Loan Flow Document Status Column
- Enhanced Co-Pilot with Borrower Quick Assist
- Supplemental Consumer Info Form
- Lender Disclosure Signing Process
- Borrower Disclosure Signing Process
- Floify Text Message Overview
- Floify Email Overview
- Using Task Management
- Configure My Landing Page
- SMS Opt-In for Non-Floify Users
- Multi-Factor Authentication
- Lead Source Tracking
- Import an 1003 XML File
- SMS Compliance Improvements
- Navigate In and Out of My Company Dashboard
- Realtors and Partners Guide
- Enabling Soft Credit Pulls
- Audit Log Events
- DocuSign Tutorial
- SuperUsers vs. Regular Users
- Floify E-Sign Tutorial
- Texas Conditional Qualification and Conditional Approval Forms
- Arizona Pre-Qualification and Loan Status Forms
- Auto-Delete Loans
- Accept or Reject a Document