Quick Start with Floify

Thank you for investing in Floify to help take your mortgage business to the next level!

 

We understand how challenging the learning curve for new solutions like this can be, so we've set out to make this process as seamless as possible. 

Below, the list of items will present you with a recorded training, short videos, and article links to the fundamental features of Floify including branding, customizations, and how to get your borrowers into the system.

 

If you have any questions, feel free to browse the help center or reach out to our Support team for additional guidance.

 

 

Watch a recorded training

 

     Start and Edit Loan Flows


Click here for the help article.

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     Upload My Logo


Click here for the help article.

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     Setup My Email Signature

Click here for the help article.


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     Getting My Borrower's Documents Out of Floify


Click here for the help article.

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     Template Docs and Quick Packs

Click here for the help section.

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     Milestones

Click here for the help article.

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     Deadline Reminders

Click here for the help article.

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     Looping in Realtors and Partners

Click here for the help section.

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     Generating Pre-Approval Letters

Click here for the help article.

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     Integrations

Click here for the help section.

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  • i found the video very helpful thanks.

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  • Same here. Very helpful. Full of valuable information. Thank you for recording it.

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  • Great quick points.  Thanks

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  • I worked at super inn OYO for one year from July 18-2019june15 /2020 July 2020 to December 2020 studio 6 Tucker from Jan 2021 till today working with Comfort inn full time gets paid every 2 weeks and over time some times

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