Running VOI/E Reports Using Floify Verify

Ordering and Generating a Report Manually

In the loan you would like to request a report for, select the Add New Doc option:

Select the option for Floify Verify's Verification Report from the list:

Note: If a report has already been ordered on the flow, you will be prompted to select between Reverify Employment and Verify New Employment.

From there, select the employer(s) needing verification requests by searching for each employer. When searching, be sure to select the correct company name:

Note: Some companies may need to be entered manually, which will prompt the borrower to select from available payroll softwares if they are not already directly connected. You can also select from amongst a list of common employers if applicable.

Once an employer is selected, select the option to Add Employer as necessary

When all employers have been selected, review the pricing and terms as needed, then press Order VOI/E Report:

Once ordered, you will be able to track the status of the order in the Docs Owed view of the loan flow:

Once the borrower completes their verification in full, the report will be ordered automatically. If a borrower is unable to connect all of the requested employers, but is able to connect at least one, you can choose to either Create Report or Cancel Order:

Note: A report requires at least one connected employer. The order will reflect which companies the borrower was able to verify and which ones they dismissed, as pictured above. Any dismissed employers will not be included in the report.

Upon selecting Create Report, review the terms and pricing as needed and confirm your selection by pressing Create Report:

Once the report has been ordered, you can check the status of the report in Docs Pending as well as viewing any additional tax documents delivered from the payroll system along with the report:

Report Running:

Completed Report:

Reverifying Employment

To reverify employment, a report must have already been successfully run on the loan. In the Add New Doc interface, select Reverify Employment:

Choose between Employment or Income & Employment:

Once an option has been selected, review the previously verifies and connected employers, and then press Order VOE Report or Order VOI/E Report (depending on the report type selected):

From there, a new report will be generated with the details selected, available for review in the Docs Pending view for the loan.

Ordering and Generating a Report Automatically

When a report is completed by a borrower via Apply Now and the application is converted to a live loan flow, the documents and the report will be available in Docs Pending, as the order is placed immediately.

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.