Arizona Pre-Qualification and Loan Status Forms

Overview

Floify supports issuing the Arizona state required pre-qualification form, loan status update, and loan status report for Arizona users.

 

This help article provides a tutorial on how to set up and use the Arizona forms.

 

You should ensure that Floify is an approved esign provider with your investors. Contact support@floify.com for assistance with obtaining investor approval.

 

How to Set Up and Use

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

 

 

Screen_Shot_2020-11-23_at_1.50.05_PM.png

 

 

Navigate to Company Settings and then Basic Settings:

 

 

Screen_Shot_2020-08-12_at_7.11.45_AM.png

 

 

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

 

 

Screen_Shot_2020-08-12_at_7.11.59_AM.png

 

 

Scroll down to Arizona Forms and select the option to enable. You can enter the company Arizona license number if you'd like it to display on your forms:

 

 

Screen_Shot_2020-09-30_at_8.43.06_AM.png

 

 

Additionally, you can select which forms you'd like to enable - the Arizona Loan Status Update form and/or the Arizona Pre-Qualification form. These forms will allow you to enter an option expiration date when enabled:

 

 

Screen_Shot_2020-09-30_at_8.43.13_AM.png

 

 

Make sure you scroll down and select Save to confirm your changes:

 

 

Screen_Shot_2020-09-30_at_8.43.19_AM.png

 

 

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

 

 

Screen_Shot_2020-11-23_at_2.07.02_PM.png

 

 

From the loan pipeline, select the Edit Loan Flow icon:

 

 

Screen_Shot_2020-12-14_at_11.50.10_AM.png

 

 

Scroll and select the option Yes, prepare Arizona or Texas forms for this loan. Select Arizona. Make sure you scroll down and select Save to confirm the changes:

 

 

Screen_Shot_2020-12-14_at_11.50.25_AM.png

 

 

Navigate into the loan flow using the red, yellow, or green icons towards the left hand side of the borrower's name:

 

 

Screen_Shot_2020-08-18_at_11.59.15_AM.png

 

 

Select Arizona Forms and then select the form you'd like to generate:

 

 

Screen_Shot_2020-12-14_at_11.53.16_AM.png

 

 

Fill out the form as needed. At the bottom, you will be required to adopt your signature and initials, and consent to proceed. Select Generate Form to save the changes and generate the formYou also have the option to Preview the form before it is generated, or Save Changes before exiting:

 

 

Screen_Shot_2020-12-14_at_11.55.51_AM.png

 

 

The form is now in the borrower's Docs Owed waiting for the borrower's signature. Once the borrower signs, the form will be pushed to the Docs Accepted and can be downloaded by the borrower or lender:

 

 

Screen_Shot_2020-12-14_at_11.58.32_AM.png

 

 

 

 

Was this article helpful?
3 out of 3 found this helpful
Have more questions? Submit a request

Please sign in to leave a comment.