Floify

Foster Siebken

Watch video trainings and guided demos to help make the most of your Floify account

Demos and Video Resources

Floify Realtor and Partner Portal Overview
This video is a great overview of the Realtor and Partner portal, showing some great tips and t...

Realtor and Partner Portal Overview

Quick Tutorials for Using the Floify Portal as a Third-Party user



Third-Party Tutorials

Overview
Use this guide to see the Multi-Factor Authentication Process at login and how to set up this feature for your user account.
 

 ...

Quick Guide: MFA Login and Setup

Borrower E-Sign Tutorial
Floify's in-house e-sign solution makes securely signing documents simple and streamlined. In this video, the pro...

E-Sign Your Documents

Logging in &amp; Applying with SSO 
This video provides insight on using the SSO options within Floify made available by the company who o...

Borrower Single Sign-On (SSO)

Upload your Documents
This video shows how to upload documents as a borrower, going over the different tools a borrower has when loading i...

Upload your Documents

Log Out of Your Borrower Portal
In this video, you will see instructions on logging out of the borrower portal to safely secure your data....

Log Out of Your Borrower Portal

Log In to Your Borrower Portal
In this video, you will see instructions on logging in and navigating into the borrower portal.
 
Step by s...

Log In to Your Borrower Portal

Floify Borrower Portal Overview
This video is a great overview of the borrower portal, showing some great tips and tricks for helping borr...

Borrower Overview

Quick Tutorials for Using the Floify Borrower Portal

Borrower Tutorials

Overview
You can adjust organization admins by following this quick guide.
 
Read about this feature in full here: Company and Organizatio...

Adjusting Organization Admin Access

Multi-Factor Authentication
In this video, you will be shown how the Multi-Factor Authentication (MFA) option in Floify works to help keep...

Multi-Factor Authentication

Create a Prospect from the LOS 1003
In this video, you will be shown how to enable this feature as well as how to create a prospect direct...

Create a Prospect from the LOS 1003

Split Co-Mortgagors
In this video, you will be provided with guidance on splitting up a borrower and co-borrower into co-mortgagors. This ...

Split Co-Mortgagors

Dual AUS with DU or DO and Loan Product Advisor
In these videos, you will find more information about the Dual AUS integration, including ...

Dual AUS with DU or DO and Loan Product Advisor

Enhanced Co-Pilot with Borrower Quick Assist
In this video, you'll see more information regarding enhanced co-pilot with borrower quick as...

Enhanced Co-Pilot with Borrower Quick Assist

Copy Loan Docs
In this video, you will see instructions on how to copy loan docs from one loan flow into another.
 
Step by step instructi...

Copy Loan Docs

Task Management Overview
These videos shows Floify's productivity enhancement tool, task management. They show to set up and use this tool...

Task Management Overview

Add a New Prospect
In this video, you will see how to add a new prospect into your account, including how to delay borrower access if nece...

Add a New Prospect

Archive a Loan Flow
In this video, you'll see how to archive a loan flow. This will move it from your 'Active Loans' over to your 'Archive...

Archive a Loan Flow

Filter or Search Through Your Prospects
In this video, you will see how to filter or search through your Prospects tab for ease of use to ...

Filter or Search Through Your Prospects

Navigate to the Company Dashboard
In this video, you will see how to navigate to the company dashboard as a company admin.
 
Step by step ...

Navigate to the Company Dashboard

Send a Borrower a Link to Finish Their Application
You may begin filling out the application on behalf of your borrower to help them get a...

Send a Borrower a Link to Finish Their Application

Add Custom Questions to Your Loan Application
In this video, you will see instructions on how to add custom questions to your loan applica...

Add Custom Questions to Your Loan Application

Delete a Prospect Application
In this video, the removal of a prospect from the system is demonstrated. It is easy to remove applications ...

Delete a Prospect

Get Your Borrower Started in Floify via Your Links
There are three ways that you can get your borrower into Floify to get started. The fir...

Get Your Borrower Started in Floify via Your Links

How to Stack and Send Docs from the Home Page
In this video, you will see how to use Floify's Stack and Send Docs feature to export loan d...

Stack and Send Docs from the Home Page

Navigational Overview
In this video, you will see a navigational overview of your account as soon as you log in so that you are familiar w...

Navigational Overview

Desktop Underwriter Integration Features
Floify has a highly robust Desktop Underwriter (DU) integration, which is optimized for desktop a...

Desktop Underwriter Workflows

Add a New Doc
In this video, you will see instructions on how to request additional documents from your borrower. This can be easily done ...

Add a New Doc

Enable Company Single Sign-On (SSO) Options
Floify allows your company to set up and use your very own SSO option to authenticate with acr...

Enable Company Single Sign-On (SSO) Options

Floify 101 Training
This video covers the initial overview of the software, recommended for all users to understand the details of using t...

Floify 101 Training

Enhance Your Floify Account with Custom Branding
In this video tutorial, you’ll learn how to personalize your Floify account to reflect yo...

5 Easy Ways to Brand Your Account

These video tutorials help users learn the lender side of the Floify.

Lender Tutorials

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.