Add a User to My Account


You may have the option available to add a new user to your account yourself if you're already paying for the seat. If you are unable to complete the steps below please reach out to or call (720) 316-8343.


How to Add a User

From the loan pipeline, navigate to the Users tab:






Select Add New User:






Complete the form including first name, last name, and email address. You may also add the job title, NMLS ID, direct phone number, mobile phone number, and office phone number (optional). Select the new user's permissions. Select Add New User to add the new user:


Note: Superusers are trusted experts on your team and can do anything that the manager can do on your Floify account. Regular users simply have access to see all loans.






You should now see your new user listed in the Users tab.



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  • I have paid for 2 users for my account, myself and my wife. We are simplpy wanting to replace my wife as a user with our processor but when I try to edit the user info in my portal it keeps reverting back to my wife's name. Can someone help with that? 

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  • Hi Beau - can you please send this in to We would be happy to help with this!

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