Configurations
Make Floify your own by configuring your workflow
By Foster1 author146 articles
Non-Standard Loan Applications
Enable Co-Mortgagors
Enable Loan Originator Information to Autofill on 1003 Application
Enable Push Liabilities to Loan Application on Automatic Credit Pulls
Enable Co-Pilot
Change My Borrower's Application Access
Configure My Loan Application
Enable Multilingual Subtitles
Enable VOA Automatic Request
Enable or Disable the Application
Enable Credit Report Automatic Pull
Change Your Color Scheme
Enable Automatic Approval of Loan Application Documents
Delay Borrower Loan Flow Access
Enable Soft Credit Pulls
Enable Automatic Conversion of Prospects to Live Loan Flows
Add or Edit Apply Now Automatic Doc Requests
Update the Default Loan Owner
Include Custom Questions in My Application
Change the Idle Application Reminder Cadence
Update the Users Notified When Loan Applications are Started or Submitted
Edit or Delete an Existing Loan Flow Assignment Rule
Create a Loan Flow Assignment Rule
Create a Business Rule Action
Create an LOS Custom Field
Change the Default Sort of My Pipeline
Edit or Delete an Existing Custom Field Business Rule
Set a Default Custom Field Layout for Myself, Borrowers, or Realtors
Edit or Delete an Existing Custom Field Layout
Edit or Delete an Existing Custom Field
Commonly Seen Use Cases for Custom Fields
Configure My Loan Pipeline Fields
Create a Custom Field Business Rule
Create a Custom Field Layout
Create a Custom Field
How to Set Up an SPF Record - Email Delivery
Update DKIM and DMARC Records in your DNS Provider
How to Update CNAME Records in GoDaddy for Floify
Edit My Application Invitation Email
Use Merge Fields, Conditional Merge Fields, and Lists in Email Templates
Enable On-Demand Add Document Notices
Preview My Email Templates
Email Preview Email Notices to Myself
Edit My Add Document Notice Email
Disable All Automatic Email Notifications
Edit My Deadline Notice Email
Edit My All Documents Accepted Notice Email
Edit My Needs List Email
Edit My Idle Application Notice Email
Edit My Reject Document Notice Email
Connect My Account to Optimal Blue
Connect My Account to AccountChek
Connect My Account to Plaid
Connect My Account to MeridianLink
Connect My Account to DocuSign
Connect My Account to Dropbox
Connect My Account to OneDrive
Connect My Account to Box
Connect My Account to Google Drive
Connect My Account To Slack
Enable Automatic Milestone Sync to MeridianLink Mortgage
Enable Automatic Milestone Sync to Byte
Create and Edit Team Milestone Sets
Set Deadline Notice Blackout Dates and Days
Edit My Automatic Deadline Notice Reminder Cadence
Team-Level Automatic Milestone Sync to the LOS
Using Merge Fields, Conditional Merge Fields, and Lists in Milestone Templates
Email Me a Preview of My Milestone
Edit My Milestone Email Template
Delete My Milestone
Edit My Milestone Name
Preview My Milestone
Reorder My Milestones
Set A Default Deadline Date
Create a New Milestone
Import My Realtors or Partners to My Account
Edit a Realtor or Partner's Profile Details
Unlink From a Realtor or Partner
View My Co-Branded Website with My Realtor or Partner
Change My Pre-Approval Letter Template
Download My Pre-Approval Letter Template
Preview a Sample of My Pre-Approval Letter Template
Co-Brand With My Realtor or Partner
Add a Realtor or Partner to My Database
Upload and Prepare My Pre-Approval Letter Template
Preview My Landing Page
Manage My Landing Page Email Notifications
Enable Lead Generation While Accessing Mortgage Calculators
Enable Realtor and Partner Co-Branding
Update My Landing Page Image
Disable My Landing Page Refinance Calculator
Disable My Landing Page Mortgage Calculator
Change My Team Name in the Upper Right Hand Corner
Disable My Landing Page Debt-to-Income Calculator
Update My Progressive Web App Name and Icon
Disable All Landing Page Calculators
Add Additional License Numbers and States
Delete My License Number
Adjust my White Label Settings
Change My Team Name in the Company Dashboard
Edit My Team-Level License Number
Update My Landing Page Headline
Change My Landing Page Link
Enable My Landing Page Mortgage Calculators
Set Up and Install My Progressive Web App
Set Up Encompass Conditions to Floify Document Requests
Sort My Template Documents
Unarchive a Template Document
Add New Floify E-Signature Documents
Edit, Delete, or Archive Existing Template Documents
Add New DocuSign eSignature Documents
Add New Template Questions
Add New Forms
Create or Edit Template Document Categories
Manage My Follower Packs
Add New Template Documents
Create, Edit, or Remove Quick Packs
Include Links in My Text Message Templates
Use Merge Fields, Conditional Merge Fields, and Lists in Text Message Templates
Preview My Text Message Templates
Send Sample Text Message Notices to Myself
Edit My Milestone Update Text Message
Edit My All Documents Accepted Notice Text Message
Edit My Deadline Notice Text Message
Edit My Reject Document Notice Text Message
Edit My Add Document Notice Text Message
Edit My Needs List Text Message
Edit My Text Message Prefix
Edit My Idle Application Notice Text Message
Edit My Pre-Approval Letter Generated Notice Text Message
Edit My Realtor Added to Loan Flow Notice Text Message