Floify

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

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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

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Quick Tutorials for Using the Floify Borrower Portal

Borrower Tutorials

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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.

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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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