Lender Disclosure Signing Process


Floify disclosures help to keep your borrower’s experience seamless by sending their Encompass disclosures to the same portal they have been using. Lenders will sign their disclosures within the Floify environment as well. As with borrowers, lenders can either log in through the link they are emailed, or they can log directly into their Floify portal to sign.


Lender Signing Process via Email

When disclosures are sent to a lender, they will receive an email with the subject line “Disclosure Alert! - Signatures Required for [Borrower Name]”. This email will include a link they can use to access their disclosures by logging into their existing Floify account:






Once a lender successfully logs in, they will be directed to the signing console where they can adopt a signature, complete any required fields, and submit the signed disclosures:






Lender Signing Process Through the Floify Portal

Lenders can also sign their disclosures directly within their Floify portal. If the lender navigates to the 'Docs Awaiting Your Signature' tab, they can use the Sign Document icon to open the signing console and sign their portion of the disclosure package:




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