Edit My Add Document Notice Text Message


The Texting settings allow for you to make various configuration changes to the text message templates sent to your borrowers.


Among these settings, you'll have access to edit your add document notice text message.


The Add Document Notice Text Message is sent out to a borrower when new document requests are added to the borrower's loan flow.  You have the option to have these sent out automatically, manually, or to disable the notification from being sent out at all.


Floify will wait for 15 minutes after a document request is added to the loan flow prior to sending the Add Document Notice text message. This 15-minute timer resets each time a request is added. This gives origination teams a window to add multiple new requests to the loan flow while only sending one notification to the clients.


How to Set Up

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






Scroll down to Add Document Notice Text Message and select the option to Edit Add Document Notice Text Message:





Adjust the text message body by typing in the text box. Make sure you select Save to confirm the changes:


Note: Text messages are limited to 160 characters. You can go over the character limit but keep in mind this is not recommended as it will split up the message. The character limit is visible next to the name of the notice at the top of the text box.






Success! The new text message template will be sent to your borrowers moving forward.

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