Lender Tutorials
These video tutorials help users learn the lender side of the Floify.
By Foster1 author22 articles
- Multi-Factor Authentication
- Create a Prospect from the LOS 1003
- Split Co-Mortgagors
- Dual AUS with DU or DO and Loan Product Advisor
- Enhanced Co-Pilot with Borrower Quick Assist
- Copy Loan Docs
- Task Management Overview
- Add a New Prospect
- Archive a Loan Flow
- Filter or Search Through Your Prospects
- Navigate to the Company Dashboard
- Send a Borrower a Link to Finish Their Application
- Add Custom Questions to Your Loan Application
- Delete a Prospect
- Get Your Borrower Started in Floify via Your Links
- Stack and Send Docs from the Home Page
- Navigational Overview
- Desktop Underwriter Workflows
- Add a New Doc
- Enable Company Single Sign-On (SSO) Options
- Floify 101 Training
- 5 Easy Ways to Brand Your Account