We understand how challenging the learning curve for new solutions like this can be, so we've set out to make this process as seamless as possible.
Below, the list of items will present you with videos and articles on the fundamental features of Floify including branding, customizations, and how to get your borrowers into the system.
If you have any questions, feel free to browse the help center or get in touch with a friendly member of our team:
Floify Customer Support
Let's get started!
- Locate My Application Links
- Test My Application
- Start and Edit Loan Flows
- Start and Edit Prospects
- Download and Send Borrower Documents
- Looping in Realtors and Partners
- Generate a Pre-Approval Letters
- Update My Landing Page
- Setup My Email Signature
- Template Docs, Quick Packs, and Automatic Document Requests
- Milestones and Milestone Sets
- Email Notifications
Initial training video
Locate My Application Links
Test My Application
Start and Edit Loan Flows
Start and Edit Prospects
Download and Send Borrower Documents
Looping in Realtors and Partners
Generate a Pre-Approval Letters
Update My Landing Page
Setup My Email Signature
Template Docs, Quick Packs, and Automatic Document Requests
Milestones and Milestone Sets
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