Add a New Doc

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 by navigating into the loan flow and selecting the 'Add New Doc' option in blue.


Step by step instructions can be found here as well: Add a New Document Request.



00:00 Floify Intro

0:10 Getting to the Add New Docs Page

0:25 Exploring the Add New Docs Page

0:34 Floify esign: Upload PDFs for esignatures

1:18 One-Off Doc: Type in your own document request(s)

1:56 Template Docs: Choose from one of your templates

2:26 Borrower Question: For quick borrower questions and answers

3:03 Completed Docs: Keep borrower docs in one place







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