Setting Up Floify Verify

Overview

Setting the Floify Verify tool up is simple. By default, manual verification requests are already set up for your account, and automatic pulls are a few additional clicks away. Adjusting this for your company and teams is as simple as following the steps below.

 

Please note: Running Floify Verify VOI/E reports incurs a fee.  You will only be charged if a report is successfully generated. By enabling this for your company, you agree to Argyle's Customer Terms. Read the terms and view our pricing when you enable this feature.

 

How to Setup

Company Dashboard

Navigate to Company Settings:

 

 

 

 

Select the Integrations tab:

 

 

 

 

Navigate to the Floify Verify and select the option to Edit Floify Verify:

 

 

 

Check the box to Enable Verification of Income and Employment (VOI/E) through Floify Verify:

 

 

 

 

Note: you can read Argyle's Customer Terms at this link or directly in the software!

 

 

Once completed, Floify Verify is now live and ready to be turned on at the team level

 

 

Team Settings

 

On the Team Dashboard, navigate into the Team Settings:

 

 

 

 

Navigate to Integrations > Floify Verify > Edit Floify Verify:

 

 

 

 

Check the box to Enable "Verification of Income and Employment" for your team and press Save:

 

 

 

 

Completing this has now enabled VOI/E requests via Add New Doc requests. 

 

 

Enabling Automatic Borrower Request in the Loan Application

You can configure your loan application to allow for your borrowers to connect their employers while filling out their initial application as well. This will subsequently allow for VOI/E reports to be automatically ordered as soon as the borrower submits the application.

 

To enable the automatic requests for VOI/E in the Prospect Application, navigate to Apply Now > Edit Apply Now General Settings:

 

 

Screenshot 2024-10-09 at 5.18.15 PM.png

 

 

Check the box to Enable verification of income and and employment (VOI/E):

 

 

 

 

Select Floify Verify from the drop down and press Save:

 

 

 

 

Please note: turning on this setting will automatically order VOI/E reports. These reports incur a fee.  You will only be charged if a report is successfully generated. By enabling this for your company, you agree to Argyle's Customer Terms. Read the terms and view our pricing when you enable this feature

 

 

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