Who is Slack?
Slack is the collaboration hub that brings the right people, information, and tools together to get work done. From Fortune 100 companies to corner markets, millions of people around the world use Slack to connect their teams, unify their systems, and drive their business forward.
Integration type: Productivity
What will the Floify—Slack Integration support?
Floify supports integration with Slack's team collaboration and messaging application. When the two systems are connected, loan teams can enjoy several productivity-boosting features:
- Automatic creation of a new Slack channel for each loan flow – serving as an internal team conversation log
- Instant notifications from Floify for events such as borrower document uploads, pre-approval letter generations, and milestone check-off
- Automatic archiving of Slack channel when the corresponding Floify loan flow is archived
How to Set Up and Use
From the team pipeline, navigate to Settings and select the Integrations tab:
Scroll down to Slack Integration and select the option to Edit Slack Integration:
Select Add to Slack and enter your credentials to grant permission:
Additionally, you can also select which event notifications you'd like to receive via Slack:
Success! All loan flow notifications will start going through to Slack going forward.
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