Who is OneDrive?
Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more.
Microsoft refers to Microsoft Corp. and its affiliates, including Microsoft Mobile Oy, a subsidiary of Microsoft. Microsoft Mobile Oy develops, manufactures and distributes Nokia X mobile phones and other devices.
Integration type: Productivity
What will the Floify—OneDrive Integration support?
Floify's integration with the OneDrive cloud storage platform allows originators and their teams to seamlessly connect their existing OneDrive account to Floify.
Once integrated, uploaded borrower documents are immediately synchronized to a system-generated Pending Review folder within the connected OneDrive.
When a loan originator or member of their team reviews and approved of the document by clicking the "Thumbs Up" icon within Floify, the file is moved from the Pending Review folder to be stored in the corresponding loan file folder.
How to Set Up and Use
Before integrating Floify and OneDrive be sure you are not currently signed in on your computer. Once you are prompted from Floify, you can then sign in with your credentials.
From the team pipeline, navigate to Settings and select the Integrations tab:
Scroll down to OneDrive Integration and select the option to Edit OneDrive Integration:
Select the option to Connect:
You will be taken to OneDrive. Enter your credentials and authorize to proceed:
Success! All borrower files will sync to your OneDrive account upon thumbs up.
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