Floify

Viewing Closing Documents in FloifyAs documents are processed into Floify, they will appear under the Disclosures tab.The disclosure type ...

Viewing Closing Documents in Floify

Overview of Floify's Disclosures Desk 2.0, including installation, setup, and how to send and manage disclosures directly from Encompass using the Floify plugin.

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

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

Overview

This guide walks through how to order Closing Documents within Encompass for Floify Hybrid eClosing. This will work for most loan...

Ordering Closing Documents - Floify Hybrid eClosing

Subject: “I want to use a Partner’s POS Framework integration with my Encompass eClose Solution”
Partner Name: Floify

Partner Integration...

Floify and ICE eClose Setup

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. 
 

Disclosure Desk Setup: Ellie Mae Document Settings

How to Order Floify Hybrid eClose Documents Using Disclosures Desk 2.0

Floify Hybrid eClose Setup

Foster Siebken

Disclosure Desk

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