Floify

OverviewManaging document requests for Co-Mortgagors is made simple with our Co-Mortgagors functionality. Read about Co-Mortgagors in full...

Requesting and Managing Co-Mortgagor Document Requests

OverviewBy default, the 1003 Loan Application automatically flows over to your LOS when the application is completed through the Apply Now...

Enable the 1003 Export to the LOS in the Loan Flow Stage

OverviewThe Byte Conditions Sync feature allows Floify to automatically pull loan conditions from Byte LOS into Floify document requests. ...

Byte Conditions

Overview
The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjus...

‭Connect a Loan Flow to a New Encompass Loan File Number‬ with Borrower Pairs

Overview
The Licenses on the Business Card on your Landing Page can include your NMLS ID and state licenses, which can be synchronized fro...

Byte License Sync

Connect a Loan Flow to a New LendingPad Loan File Number

Encompass License Sync

Overview
Using ICE eClose, if you have an Encompass integration, you can easily set up eClose capabilities for borrowers within Floify, wh...

ICE eClose

OverviewThe Bi-directional Data Sync Encompass Plugin, with help from our partners at Brimmatech, allows lending teams to stay in a single...

Bi-directional Data Sync Encompass Plugin - Syncing the Data from Encompass to Floify

Bi-directional Data Sync Encompass Plugin - Uninstall

Bi-directional Data Sync Encompass Plugin - Reimporting the 1003

Overview
If an Encompass integration is enabled, the option is available to sync address fields from Encompass to Floify. This requires ad...

Updating Address Fields in the Encompass Reporting Database and in Floify

OverviewThe Bi-directional Data Sync Encompass Plugin - Setup, with help from our partners at Brimmatech, allows lending teams to stay in ...

Bi-directional Data Sync Encompass Plugin - Setup

Overview
Floify supports one-way syncing of milestones, from Encompass to Floify. If a milestone gets checked in Encompass, the correspond...

Encompass Third Party Recipient Sync

OverviewFloify's Co-Mortgagor feature for Encompass users helps lenders more efficiently find and organize loans by keeping all borrowing ...

Encompass Co-Mortgagors

Overview
If an Encompass integration is enabled, the option is available to sync liabilities with Encompass, either automatically (wheneve...

Syncing Liabilities to Encompass

Overview
What is a promissory note?
In a mortgage transaction, the promissory note is the most important document for investors - once exe...

eNotes in Hybrid eClosing

OverviewFloify supports one-way syncing of milestones, from the LOS into Floify. If a milestone event gets checked in the LOS, the corresp...

LOS Company-Level Milestone Sync

Overview
Floify supports one-way syncing of milestones, from MeridianLink Mortgage  to Floify. If a milestone gets checked in MeridianLink...

MeridianLink Mortgage Milestone Sync

OverviewFloify supports one-way syncing of milestones from LendingPad to Floify. If a field is filled in in LendingPad, the corresponding ...

LendingPad Milestone Sync

Floify sends the LE Received Date from Floify to Encompass
 

Contact your Customer Success Manager to enable this feature
concierge@floif...

Encompass LE Received Date

Who is LendingPad?  





LendingPad is an innovative, end-to-end LOS solution that offers mortgage brokers the ability to originate a loa...

LendingPad

You'll need to collect some information from your account in order to perform the setup:
 

Encompass Client ID (this would be available a...

Encompass Developer Connect

Who is Encompass?  




Ellie Mae is a leading provider of innovative on-demand software solutions and services for the residential mortga...

Encompass

 
Who is focusIT?
FocusIT, Inc. was established in 2002 and is headquartered in Scottsdale, Arizona. The company is a technology provider ...

FocusIT

Who is MeridianLink Mortgage?  




MeridianLink Mortgage, a provider of an innovative web-based loan origination system (LOS) and divisio...

MeridianLink Mortgage

Who is BytePro?  




Since 1985 Byte Software has delighted its clients with innovative products that provide unprecedented control over ...

BytePro

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