Configurations
Make Floify your own by configuring your workflow
By Foster and 1 other2 authors147 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
- Customizable Mortgage Calculator Defaults
- Send 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