Overview
Floify sends a variety of text messages out to realtor/partner contacts and borrowers to notify them of important information regarding the loan flow or loan. These are sent out at the same time as the corresponding email notifications if triggered automatically.
These users need to opt into text message notifications before Floify is able to send out any communication via text message.
All text message notifications will come from the same number: 1-833-824-0024.
Text Messages Sent to Borrowers
- Needs List Text Message - The Needs List text message is sent out to a borrower when their loan application has been converted to a live loan flow. This text notification gives the borrower insight as to what the next steps are and provides a link to access the portal.
- Add Document Notice Text Message - The Add Document Notice is sent out to a borrower when new document requests are added to the borrower's loan flow. These can be sent out automatically, manually, or you can disable the notification from being sent out at all.
- Reject Document Notice Text Message - The Reject Document Notice is sent out to a borrower when you have rejected a document they have uploaded. This then allows the borrower to see the reason why the document was rejected and to select a different document to upload to you. These can be sent out automatically or you can disable the notification from being sent out at all.
- Deadline Notice Text Message - The Deadline Notice is sent out as a reminder to a borrower based on the deadline date you've set in the borrower's loan flow along with settings you have full control over. You have the option to have these sent out automatically or to disable the notification from being sent out at all.
- All Documents Accepted Notice Text Message - The All Documents Accepted Notice is sent out to a borrower when all documents have been moved from the Docs Owed tab to the borrower's Docs Accepted tab. You have the option to have these sent out automatically or to disable the notification from being sent out at all.
- Idle Application Notice Text Message - The Idle Application Notice is sent out to a borrower when their application is still incomplete in a cadence you can determine. You have the option to have these notifications sent out automatically or to disable the notification from being sent out at all.
- Milestone Update Text Message - Milestones are important checkpoints in the life cycle of obtaining a loan. When a milestone is checked off in Floify, the borrower can receive text notifications regarding the specific checkpoint. You have the option to send these out manually or prevent the notification from being sent out when the milestone is checked off.
- Password Reset Text Message - A password reset text message goes out to a borrower when manually requested by a lender via the 'Edit Loan Flow' page. This will contain a link for the borrower to reset their password.
Text Messages Sent to Realtor/Partner Contacts
- Realtor Added to Loan Flow Notice Text Message - The Realtor Added to Loan Flow Notice is sent out to a realtor when they are added to a borrower's loan flow with the Makes Letters permission. This provides them with a link to proceed into the portal as well as tutorial.
- Pre-Approval Letter Generated Notice Text Message - The Pre-Approval Letter Generated Notice is sent out to a realtor when a pre-approval letter has been generated for a loan flow that they have been added to.
- Milestone Update Text Message - Milestones are important checkpoints in the life cycle of obtaining a loan. When a milestone is checked off in Floify, the realtor/partner contact can receive text notifications regarding the specific checkpoint. You have the option to send these out manually or prevent the notification from being sent out when the milestone is checked off.
FAQ
- How does a user opt in?
- To opt in to messages, users will need to agree to our Text Message Authorization.
- Users may also need to text "Start" to the above number to receive messages.
- How does a user opt out?
- Texting "Stop" opts users out from receiving messages until they opt back in by texting "Start".
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