Overview
Floify Disclosure notifications are system-generated emails that are sent automatically by the platform. Because these notifications are produced by the system, their content and formatting cannot be modified or customized.
This article provides:
- Examples of the disclosure notification emails
- Subject lines used in these notifications
- A list of recipients who will receive each type of notification
Initial and Revised Disclosure
When Initial or Revised Disclosures are available for signatures within Floify, the email “Time
Sensitive: Mortgage Documents for E-Signature from [LOAN OWNER] at [COMPANY
NAME]” will be sent.
The Initial and Revised Disclosure emails will be sent to the following parties:
- Borrower
- CoBorrower
- Loan Office in Floify
- Loan Followers in Floify
Closing Disclosure
When a Closing Disclosure is available for signatures in Floify, the email “Time Sensitive: Mortgage Documents for E-Signatures from [LOAN OWNER] at [COMPANY NAME]” will be sent. to the following parties:
The Closing Disclosure emails will be sent to the following parties:
- Borrower
- CoBorrower
- Loan Office in Floify
- Loan Followers in Floify
Signed Disclosure
When all parties have signed the disclosures, the email “Disclosure e-signed: [BORROWER NAME]/[COBORROWER NAME] File [LOAN ########]” will be sent.
The Signed Disclosure emails will be sent to the following parties:
- Loan Officer in Encompass
- Disclosing User in Encompass
- Loan Owner in Floify
- Loan Followers in Floify
- Global emails defined in company dashboard (per type)
- Loan Closer in Encompass (Closing Disclosures only)
Closing Disclosure Viewed
When the Closing Disclosure (or RCD) has been viewed, the email “CD Viewed: [BORROWER NAME] File [LOAN ########]” will be sent.
This notification will be sent to the following parties:
- Loan Closer in Encompass
- Loan Officer in Encompass
- Loan Owner in Floify
- Global emails defined in company dashboard
Disclosure Alert
When the Loan Officer has a document in the disclosures package they need to sign, they will receive the email “Disclosure Alert! - Signatures Required for [BORROWER NAME]”, only
the signing LO will receive this email.
Non-Purchasing Spouse
If there is a non-purchasing spouse (NPS) for a primary refinance, the NPS will receive the email “Time Sensitive: Mortgage Documents for E-signature from [LOAN OWNER] at [COMPANY NAME]”, this link will not require a Floify login to consent/sign.
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