Floify

Overview
The Realtors, Partners settings allow for you to make various configuration changes to your realtor/partner contacts and your pre...

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

OverviewThe Realtors, Partners settings allow for you to make various configuration changes to your realtor/partner contacts and your pre-...

Upload and Prepare My Pre-Approval Letter Template

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Realtors, Partners

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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