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

support@floify.com 

 

Let's get started!

 

Quick Links:

 

 

 

Initial training video

 

Pipeline_Status.png



 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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