Edit the Timeline In Which Floify Automatically Deletes Old Loans


The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.


Among these settings, you'll have access to edit the timeline in which the system automatically deletes old loan flows. 


How to Set Up 

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:






Navigate to Company Settings and then Basic Settings:






Scroll down to Basic Settings and select the option to Edit Basic Settings:






Scroll down to Automatically Delete Old Loans and select the timeframe from the dropdown. You'll have the option to delete loans automatically after 4 years, 2 years, 1 year, 180 days, or 90 days. Make sure you select Save to confirm the change:






All loans for your company will now be deleted automatically in the time frame you've selected!

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