Floify

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My Account

Overview
Users can choose to pause the account indefinitely or until a certain date for a rate of $15 per month. The pause will take place...

Pause My Account

Overview
While using Floify, you may see different types of users listed in your account.
The chart below indicated the types of users lis...

Different Types of Users

Overview
You may have the option available to add a new user to your account yourself if you're already paying for the seat. If you are un...

Add a User to My Account

Overview
Floify users can cancel their accounts in the app in the team settings. The cancellation will take place at the end of the curren...

Cancel My Account

Account

Overview
Your profile details allow you to share information about yourself, such as your name, email, NMLS, etc. If you are sending your ...

Update My Name

Overview
Your customized notification preferences allow for you to adjust how frequently you will receive notifications for loan flows tha...

Update My Notification Preferences

Overview
Merge fields are available for you to dynamically pull data from the loan flow and enter it into your email signature as needed. ...

Use Merge Fields in My Email Signature

Update My Licenses

Update My Phone Number

Overview
Your User API Key may be required to setup third party integrations, or create a custom integration for your company.
 
How to Fi...

Find My User API Key

Update My NMLS ID

Update My Email Address

Overview
Your password will be used to login to your account and have access to your loan pipeline. If you ever need to reset your passwor...

Update My Password

Overview
Your customized email signature allows you to brand and personalize all outgoing email notifications from Floify to your borrower...

Update My Email Signature

Profile Details

 
Floify’s Billing Policy:
 
Please note: The following information is relevant to customers on Business Plans who do not have a separatel...

Billing Policy

Overview
Your payment history is available directly in your Floify account for your own reference. You will be able to view invoices from ...

Find My Payment History

Overview
The user that receives the monthly receipt for payment can be adjusted directly in your Floify account.
 
How to Use
From your lo...

Edit Receipt Recipient

Overview
Updating your credit card can be done within Floify directly if you need to provide us with a new card or update the existing one...

Update the Credit Card on File

Payments

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