Floify

Overview
The Customizations settings allow for you to make various configuration changes to your custom fields, custom layouts, your loan ...

Edit or Delete an Existing Loan Flow Assignment Rule

Create a Loan Flow Assignment Rule

OverviewThe Customizations settings allow for you to make various configuration changes to your custom fields, custom layouts, your loan p...

Create a Business Rule Action

Create an LOS Custom Field

Overview

The Customizations settings allow for you to make various configuration changes to your custom fields, custom layouts, your loan ...

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

Overview
Floify has built-in fields as well as custom fields, which make it easy for you to store custom data in Floify and surface that d...

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

Foster Siebken

Customizations

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