Co-Brand With My Realtor or Partner


The Realtors, Partners settings allow for you to make various configuration changes to your realtor/partner contacts and your pre-approval letter template.


Among these settings, you'll have access to create co-branded landing pages with your realtors or partners, and generate a unique URL for them to share with their borrowers.


How to Set Up

From your loan pipeline, navigate to Settings and select the Realtors, Partners tab:






Select the Edit Co-Branding Settings icon towards the right of the realtor or partner's name and contact information:


Note: Realtor and partner co-branding needs to be enabled to have this available.





Check the box to Enable Co-Branding for this realtor/partner:





You will have the option to customize the co-branding link for this specific realtor or partner and/or add a photo. Make sure you select Save to confirm the changes:





Success! Realtor/partner co-branding has been set up for this realtor/partner.



Please note the following:

  • The Floify Sub-Domain Path must still be used in the iFrame, even if you are using your own white labelled URLs
  • The general landing page is the only link that can be co-branded
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  • how do i send the link to the Agent, that is dedicated to me? And Not other Mortgage Companies? 

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