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
NOTE: Use the arrow keys to fast forward or rewind through this video!
Start and Edit Loan Flows
Upload My Logo
Setup My Email Signature
Getting My Borrower's Documents Out of Floify
Template Docs and Quick Packs
Looping in Realtors and Partners
Generating Pre-Approval Letters