FAQ of Floify

If you have any questions that have not been addressed, please comment below or submit a ticket and we will get back to you as soon as we can.

 

 

Is Floify ADA Compliant?
Floify's borrower-facing mobile and desktop views are compliant with the Americans with Disabilities Act (ADA) WCAG 2.1 AA standard.

What does this mean for loan originators?

Clients with visual or hearing impairments will be able to get the full benefit of using the Floify system, even if they require adaptive technologies such as screen readers. Whether using their mobile device or desktop computer, now EVERY borrower can enjoy the efficiencies of a modern mortgage point-of-sale to help them achieve their goal of home ownership with less stress, anxiety, and time.
How do I allow Floify's IP address?
If Floify has confirmed that emails are being delivered successfully, you'll need to work with your IT team to allow our IP address as they may be blocking the emails.

Floify's IP:
o1.mail.floify.com
167.89.88.63
How do I send my link to my borrower?
To send your link to your borrower you'll first locate your application link in your prospects tab from within your pipeline. Once you've copied your application link you can send it to your borrower via email or text.

You additionally have the ability to create a new Prospect which sends the borrower an email with your application link, inviting them to fill out the application. For more information on this, please click here.
How do I resend the Needs List Email?
Find the loan flow for the borrower(s) that requires a resend of the needs list email, then click on the Edit Loan Flow action icon.

 

 

Scroll down to the Borrower Info section of the edit loan flow window.

 

 

Locate the Send Borrower a Notification section. Then locate the Send Needs List email action icon for the individual that the action will be performed for. It is the first icon on the left. Click the Send Needs List email action icon to initiate a new notification to the borrower.

 

Note: If the loan flow has a borrower and co-borrower using different email addresses, both individuals will have their own action icon that is used to trigger the resend.

How do I get back into my account from the company dashboard?

Navigate to the Company Dashboard home page and switch back into the user's account.

 

How do I upload a 1003 into Floify?
Uploading a 1003 into Floify is not yet available. However, a 1003 is not required to be in Floify to request documents from a borrower. To begin requesting and gathering borrower documents, all you'll need is the borrower's name and email address. 
Can I change the default text in the Mortgage Calculators?
The default text in the Mortgage Calculators is not yet editable. 
How do I enable my pre-approval letter?
Please see our help article about pre-approval letters: here.
How do I input my credentials for the credit app?
If you've already enabled the Credit App for your account, you will need to manually go into a borrower's loan flow, select Add New Doc, find and select your Credit App from the available options. At the very bottom of the order form you will be able to input your Credit App credentials.

For steps regarding a specific credit app, please see our help section on Credit Apps: here.
How do I request a new E-Consent from my borrower?
Locate the loan flow for the borrower in your pipeline that requires a new E-Consent, then click on the Edit Loan Flow action icon.

 

 

Scroll down to the Borrower Info section of the edit loan flow window.

 

 

Locate and deselect the E-Consent  checkbox. This will require the borrower to provide E-Consent the next time they view their loan.

 

Note: If the loan flow has a borrower and co-borrower using different email addresses, both individuals will have their own E-Consent checkbox.

How do I start a new loan flow for an already existing borrower?
For an already existing borrower, you can always create a second, third, fourth, etc. loan flow by using the blue Start New Loan Flow button in your pipeline. This option bypasses the borrower's requirement of filling out the application. 

You additionally have the option to create a new Prospect in your prospects tab. Clicking this option will prompt you to input the borrower's information then Save. The borrower will receive a notification to login to their account and complete the application.

Screen_Shot_2020-02-27_at_2.16.31_PM.png 


The third option is to instruct the borrower to locate the 'Start a New Loan Application' link in their borrower portal. This option will be at the very bottom of the page in their account.

Screen_Shot_2020-02-27_at_2.22.41_PM.png 
How do I mass upload my realtors?
Send a CSV with your realtor's information in columns titled: First Name, Last Name, Email, Desk Phone, Mobile Phone to support@floify.com. The Support Team will upload your realtors into your account. 
My borrower is concerned about their documents being on the system. How do I delete their loan?

Find the borrower in your loan pipeline. To the right of the borrower's information locate and select the 'Edit Loan Flow' action icon.



Scroll all the way down to the bottom of the Edit Loan Flow window and select the'Trash Can' icon to completely delete a loan.

How do I download the 1003 as a PDF?
The 1003 as a PDF is only available if your borrower filled out the application when your account is set to use the Application Version 3.
There are two separate ways to download the 1003 as a PDF depending on where the borrower is located in your pipeline.
If the borrower is a Prospect, head up to your Prospects tab and select the blue down arrow icon under the Action icons.
Select the down arrow icon to download as a PDF.
If the borrower is in your active loan pipeline, navigate to the borrower's Docs Pending Review or Docs Accepted. Select the down arrow icon to the left of the borrower's 1003 (Loan Application) and select to download as a PDF.
How can I be added to another user's team to have access to their loan pipeline?
You can reach out to your company admin to request being added to a team, or reach out to support@floify.com to request this as well (please CC the user you want to be added to). 
What is the difference between a Prospect and a Live Loan Flow?

A Prospect is an application that was submitted via your Apply Now link. This application is still in the review state and has not been invited to the Borrower Portal and no documents have been requested.

 

Once you convert the Prospect to a Live Loan they will be moved to your Loan Pipeline, the initial Needs List (welcome) email will be sent, and documents will be requested. 

What browsers and mobile devices are supported?

Supported Browsers:

IE11
Chrome
Firefox
Safari
Edge

Supported Mobile Devices:

Native application: iOS and Android devices
Progressive Web App:  Safari and Chrome on both iOS and Android devices

Notes

  • Desktop browsers are recommended to be the latest version for best results
  • Other mobile OS may work but Floify does not actively support these device specific issues
  • The Native application only supports active (non-archived) loans – archived loans will not appear
Can I test my application?
Absolutely! We actually recommend you test your application with a personal email address (or test email address) so you can see what your borrowers go through and make necessary changes based on what information you require throughout your process. 
Can I recover a deleted file or document?
Floify does not keep a backup of borrower documents, files, or loan flows. Once a document, file or loan flow is deleted from Floify, it is gone forever. If you have setup a document storage integration (Box, Drive, Dropbox, etc.), the file will be backed up and found in that system. The only other option in regaining these files is to re-request from the borrower.
 
Can I refer someone to Floify?
Absolutely! For every referral you make that signs up for 2 months, you’ll receive their monthly subscription as a credit on your account!

https://floify.com/refer

 

 

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  • How do I assign to another LO?

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  • Hi Alex,

    Are you wanting to transfer a loan flow to a different team, or just change the loan owner of a loan flow while keeping it on the same pipeline?

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  • How do I add a folder in a customers folder and how do I rename a file?

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  • How do I add a folder in a customers folder and how do I rename a file?

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  • Brooke Roberts
    Friday at 11:12
    Hi Alex,
    Are you wanting to transfer a loan flow to a different team, or just change the loan owner of a loan flow while keeping it on the same pipeline? I want to assign it to another LO. Its still my clients so I want to see that pipeline as well. Not to another team.

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  • Hi Alex,

    I've just sent you a quick message via our ticketing system (Ticket #96954). Please let me know if you have any questions or if you need additional clarification.

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  • Hi Kathy,

    To add an additional 'folder' to a borrower's flow, you'll want to add in a 'Template Document Category' by following these steps:

    1. Navigate to your Settings.
    2. On the 'Template Docs' page, locate the 'Template Document Categories' and select the option to Manage.
    3. Select 'Add Category'.
    4. Once you've added the category, you can assign documents to that specific category so they will show up in the borrower's folders.

    To rename a file, are you wanting to rename the entire borrower's loan flow file or a document in the borrower's portal?

    Talk to you soon!

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  • When downloading a FNM3.2 file I keep getting this error: File association not found. I'm sure its in setting but I don't know where?

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  • Hi Mike,

    Is it possible for you to send a screenshot of this error to support@floify.com? We can take a deeper dive into this error message and get our Engineering Team involved if needed.

    Thank you!

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  • How do i delete a file that was loaded incorrectly?

     

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  • How do I change the category on an already uploaded document?

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  • How do I delete a file that was loaded incorrectly?

     

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  • My lender is requesting salary key from employer how do I get that

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  • How do I add multiple co-borrowers to a loan for a total of three borrowers?

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