White Label

Overview

White labeling allows you to embed Floify in your own website and mask our domain. When borrowers visit your site and access Floify, they will see your URL in the address bar, and when they receive email and text messages from Floify, it will show your site's URL.

White labeling just requires some simple configuration and a little bit of code to be placed on your website so Floify is able to direct your borrowers to the right location.

How to Set Up

In Floify

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

Navigate to Company Settings and then Basic Settings:

Scroll down to White Labeling and select Edit White Labeling:

Select the option to enable white labeling for your LO teams.

Enter the URL format that your site uses, along with optional merge fields. These can be automatically substituted to apply dynamic URL templating for your teams. Be sure to select Save:

When turned on, these company settings make white labeling available for teams, but it must still be enabled at the team level.

Navigate to Home and switch back into the user's account:

From your team pipeline, navigate to Settings → Team Info:

Scroll down and select Edit Team Info:

Enable white labeling for the team. If Default URL is selected, Floify will follow the company-level settings:

You can also specify a custom URL override:

Be sure to hit Save when your changes are completed. Borrowers will see your branded site when clicking links in Floify emails.

On Your Site

On each page where you'll embed Floify, you will include the following code:

Note: https://yourteam.floify.com or https://yourteam.floify.com/?noheaderfooter (if removing logo and background) must be replaced with the LO team's subdomain that you want to embed (this is unique per team). This is all that needs to be included in the body of your site.

// how to set up white labeling
// add these three elements to your html in this order

// include the whitelabel JS
<script src="https://cdn.floify.com/whitelabel.min.js"></script>

// include an iframe with a unique ID. 
// You can also add width, height, and frameborder here. 
<iframe id="someUniqueId"></iframe>

// execute the white label function

    // there are two arguments
    // 1. the unique ID of the iframe. 
    // 2. a fall back URL should a user come to this page via some route 
    // that does not provide the query parameter
    // the fallback URL can include '/apply-now' or '/apply?noheaderfooter' 
    // Adding query ?noheaderfooter to the end of a sub-domain 
    // removes the logo and background of the embedded Floify page

    <script>floifyWhiteLabel( 'someUniqueId', 'https://[your-lo-subdomain].floify.com' )
</script>

<!-- Load Floify's white label script -->
<script src="https://cdn.floify.com/whitelabel.min.js"></script>

<!-- The iframe where Floify will load -->
<iframe
id="floifyEmbed"
width="100%"
height="1000px"
style="border: none;"
title="Loan Application Portal"
></iframe>

<!-- Initialize Floify embed with fallback URL -->
<script>
floifyWhiteLabel('floifyEmbed', 'https://[your-lo-subdomain].floify.com/?noheaderfooter');
</script>

// Replace [your-lo-subdomain] with the loan officer's actual Floify subdomain 
// (e.g., lennylender.floify.com). 
// If you're building multiple pages, 
// each one can load a different LO portal by changing this value.