Completed & Bulk Document Uploads

Overview

During the loan process, LO teams will likely receive documents related to the loan outside of Floify (via email, external website, etc.) from title agents, realtors, or even borrowers in the case that the borrower would rather not use their dedicated portal.

This feature allows for bulk upload of these documents with a drag & drop-capable modal that can be accessed from right inside the view of a loan’s documents.

Floify users who take advantage of this tool will:

• Decrease time spent on administrative tasks of organizing and uploading completed documents gathered elsewhere to live loans
• Reduced need to use multiple file collection & storage methods for loan documents

Quick Demo

How to Use

Navigate to your the Loan Pipeline and locate the loan you need to use. Enter the loan by clicking one of the colored document bucket icons.

Press the drop down arrow next to the Add New Doc button:

Select Upload Completed Documents: 

From here you can either drag and drop documents in or browse and select them from your system file viewer:

Once documents have been uploaded, you can adjust the name and description:

You can set the the document category:

The document can be sent to the Docs Owed, Docs Pending Review, or Docs Accepted status buckets:

The documents can each be set to be hidden from the borrower:

After making any adjustments, press Upload X Documents and they will be added into the flow according to the details set.

Additional Notes and FAQ

1. Each document must be smaller than 50 mb and only 30 documents can be bulk uploaded at a time. To upload more than 30, simply use the tool multiple times
2. The preview will appear for select document types, including image files and PDFs
3. The name of the document is limited to 200 characters and the description is limited to 500 characters.
4. If the file is password protected, an alert message will appear when uploading. The LO will then be prompted to enter the password if they try to view in Floify.
5. LOs can remove documents they do not want included after upload in the upload by clicking the trashcan icon in the upper right corner.
6. These uploads work with LOS and Cloud storage integrations and follow the same rules set as individual upload.