Upload a Document

Overview

You'll have the option to upload an additional completed document if you need to upload a document to the lender on the borrower's behalf. 

 

Upload a Document

Navigate to app.floify.com and enter your email address and established password to log in. Select Log In to proceed into the portal:

 

 

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If you have access to multiple loan flows, upon logging in you will see a list of loans that you have been invited to. Select the red, yellow, or green icons towards the left hand side of the borrower's name to navigate into the loan flow:

 

 

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Select the Add New Doc option on the right hand side in blue:

 

 

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Enter a name and optional description for the document, and attach the file. Additionally, you can select the category you'd like this to go into for the lender. Select Submit to finish up the request:

 

 

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  • Nothing here spells out what file format is needed for upload.

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  • Nothing here spells out what file format is needed for upload.

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  • it should be a simple drag and drop, but im not finding it that way

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