Floify

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

Borrower Upload Notifications/Document Notifications

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

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

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Profile Details

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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.

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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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