Floify

Overview
The Team Info settings allow for you to make various configuration changes to your team names, landing page, and progressive web ...

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

OverviewThe Team Info settings allow for you to make various configuration changes to your team names, landing page, and progressive web a...

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

What is a Progressive Web App?A progressive web app functions just like a regular web page or site, but for your customers would look like...

Set Up and Install My Progressive Web App

Customizable Mortgage Calculator Defaults

Foster Siebken

Amanda Lowry

Team Info

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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