Who is Google Drive?
Google Drive is a file storage and synchronization service developed by Google. Launched on April 24, 2012, Google Drive allows users to store files on their servers, synchronize files across devices, and share files.
Integration type: Productivity
What will the Floify—Google Drive Integration support?
Floify's integration with the Google Drive cloud storage platform allows originators and their teams to seamlessly connect their existing Google Drive account to Floify.
Once integrated, uploaded borrower documents are immediately synchronized to a system-generated Pending Review folder within the connected Google Drive.
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 Google Drive 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 Google Drive Integration and select the option to Edit Google Drive Integration:
Select the option to Connect:
You will be taken to Google Drive. Enter your credentials and authorize to proceed:
Success! All borrower files will sync to your Google Drive account upon thumbs up.