Enable Import MISMO 3.4 Files for LO Teams

Overview

The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.

Among these settings, you'll have access to allow LO teams to import MISMO 3.4 files via the Add New Prospect or Start New Loan Flow pages.

How to Set Up

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

Navigate to Company Settings and then Apply Now Settings:

Scroll down to Import MISMO 3.4 Files and select the option to Edit Import MISMO 3.4 Files Settings:

Select the option LO Teams can import MISMO 3.4 files to Floify. You can also select if you'd like to enable this for all LO teams or allow LO teams to enable this individually in their own application settings. Make sure you select Save to confirm the changes:

Success! LO teams will now have the option to add import a MISMO 3.4 file via the Add New Prospect or Start New Loan Flow pages.