Quick Start Test


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

(720) 370-3622



Let's get started!


Quick Links:




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






Email Notifications


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