Floify

OverviewFloify Disclosures 2.0 delivers a fast, reliable way to send disclosures with a streamlined experience directly from Encompass. Po...

Disclosures Desk 2.0 Hub

OverviewThis comprehensive guide provides detailed information on the configurations available for the Disclosure Desk 2.0 within the Floi...

Disclosures Desk 2.0 Settings

Action Icons in DisclosuresOverviewThis article explains the available Action Icons within the Disclosures section and how to use them to ...

Disclosures Tab Action Icons

OverviewFloify's Disclosure Desk 2.0 simplifies the disclosure process by replacing a multi-step workflow with a single click. Loan office...

How to Order Disclosures Using Disclosures Desk 2.0

OverviewThis guide walks you through installing the Floify Encompass Disclosures plugin using Encompass Form Builder. Once installed, the ...

Install Encompass Disclosure Plugin

OverviewFloify Disclosure notifications are system-generated emails that are sent automatically by the platform. Because these notificatio...

Automated Floify Disclosure Emails

Floify monitors Encompass reporting database for loan numbers that meet this condition:* Fields.CX.DISCLOSURESREADY = "X"
 

 
 

For each...

Disclosure Desk: Integration Window

These steps are for custom disclosures used within Encompass for disclosure desk, and will need to be repeated for each custom form.
 
How...

Disclosure Desk Setup: Custom Document Settings

The Floify Disclosure Desk is enabled from the Company Settings page. The Disclosure Desk is available only on Enterprise accounts and mus...

Disclosure Desk Setup: Encompass Fields

These settings are global, for all Ellie Mae standard disclosures. 
 
How to Use
 
Access your Encompass Settings. 
 

 
 
Click on eFolde...

Disclosure Desk Setup: Ellie Mae Document Settings

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Disclosure Desk

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