Set Up and Install My Progressive Web App

What is a Progressive Web App?

A progressive web app functions just like a regular web page or site, but for your customers would look like a traditional native mobile app on their phone or tablet, complete with an icon and label they would click to launch.

 

However, they wouldn’t be required to download anything from the iOS App or Google Play store.

 

This allows clients to access their Floify account in a single tap, without having to go through their mobile browser and type in the URL, to quickly check milestone status or snap photos to upload docs.

 

On Android powered devices, borrowers can even agree to allow push notifications to their device to receive instant milestone communications without having to login to the Floify app.

 

What is the Value of a Progressive Web App?

For your borrowers, the value is simple. By adding your progressive web app to their mobile device, they gain quick and easy access to their mortgage point-of-sale. No hoops to jump through, no downloading from the app store. It’s a much more pleasant experience.

 

Even your referring agents will be able to take advantage of and enjoy this streamlined and mobile-responsive access point.

 

As a loan originator, this also provides you with another great branding opportunity. Floify’s progressive web app functionality supports a custom icon and app name, allowing you to craft exactly what you want your app to look like on your client’s phone.

 

The icon can be your headshot, or your company’s logo – it’s up to you.

 

How to Set Up

From your team pipeline, navigate to Settings and select the Team Info tab:

 

 

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Scroll down to Your Progressive Web App and select the option to Edit Progressive Web App:

 

 

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Update the app name as needed:

 

Note: There is a max of 14 characters for the app name.

 

 

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Select the pencil/paper and Change App Icon to select a new app icon:

 

 

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Drag and drop your image or select a file to upload. Make sure you select Save to confirm your changes:

 

 

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How Do Borrowers Use My App?

It is a very simple process for clients to add your web app on both iOS and Android devices.

 

For iOS devices, your borrowers and agents will simply navigate to your Floify site in their Safari browser. Once there, they will be able to follow a few quick steps to add your app to their home screen:

 

 

     

 

 

     

 

 

 

The installation process on Android devices is equally as simple. Once a client or partner has navigated to your Floify site in their browser, they can tap on the “3-Dot” settings menu and select the “Add to Home Screen” option.

 

 

 

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  • It would be better if we could email a link for them to down loan the app verse what you have now. 

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