Set Up or Edit the Milestone LOS Sync


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 setup, edit, or remove company-wide milestones that are synced with your LOS. Floify has milestone syncing available with Encompass, MeridianLink Mortgage, and Byte.


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 Milestone Settings and then select the option to Manage LOS Linking:






Existing milestone links can be edited or deleted on the right hand side:






An additional milestone link can be added with the Add Milestone Link option at the bottom:








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