Overview
Floify supports one-way syncing of milestones, from the LOS into Floify. If a milestone event gets checked in the LOS, the corresponding milestone can be automatically checked in Floify, with normal email and text notifications being delivered for the checkoff.
Company administrators can configure the LOS milestone sync for the entire company. When set up, a single milestone collection is configured at the company level, which overrides LO teams (in other words, LO teams are not able to customize their milestones when this is configured).
When you enable milestone sync, it will apply to new loans moving forward (from the time the sync is first enabled at the company level).
Your existing loans will continue to use/show the milestones that they already have, and will not be synced with your LOS.
For loans with a deadline set, Floify also does not begin syncing milestones until the loan is within one week of its deadline. If Byte milestones are checked off before then, they will not sync up until the Floify loan enters this period – because of this, when a loan arrives within one week of its deadline, older Byte milestones may be synced.
To avoid this, consider using deadlines within one week for flows that are active in Byte, and will have milestones synced to Floify. More information is available under "When and How Often Are Milestones Synced?" below.
How to Set Up and Use
Once the LOS connection is established, you'll need to specify the milestone mappings.
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 Basic Settings:
Scroll down to Milestone Settings and then select the option to Manage LOS Linking:
Select the pencil/paper icon towards the right of each milestone name to edit the LOS Milestone Field ID as needed:
Scroll down to Milestone Settings and then select the option to Edit Milestone Settings:
Select the two boxes under the Settings to ensure the milestones are company-enforced and the automatic milestone sync is enabled:
You'll see the milestone table automatically updated with a list of company milestones. Here, you'll be able to control what milestones are enabled for your company, and preview / edit milestone mail templates as normal.
You'll notice the Human-Friendly LOS Milestone Name and LOS Field ID columns which are not set by default. These columns are used to map to your LOS instance. When adding or editing a milestone here, you will see options to specify these values
For the Human-Friendly LOS Milestone Name field, you can enter any value you'd like – this field is purely informational (it's included as a sort of reference marker, to help other users looking at the table identify what LOS milestone is being referenced).
For the LOS Milestone Field ID, this should be a field that is populated only when the LOS milestone is checked off. This must be the field in LOS containing the milestone checkoff date (the value in this field is used to populate the checkoff date in Floify), and the date should be in the format MM/dd/yyyy HH:mm:ss (e.g., 12/20/2018 11:32:45). If you aren't sure what field ID to use here, consult your LOS administrator. Make sure you select Save to confirm your changes:
After you've saved your milestone settings, you'll see the updated values in the table. As you'll notice in the screenshot below, you can mix-and-match Floify and LOS milestones – not all of your Floify milestones have to map to LOS milestones, and vice-versa! You can utilize this to choose which milestones are synced from the LOS:
Once all your milestones are configured here, you're all set! When a milestone is checked off in your LOS, the corresponding Floify milestone, per your configuration, will be automatically checked. Email and text message notifications are also delivered as normal.
If you want to change the settings for a particular loan, just go into the loan, open any milestone, and check/uncheck the boxes for each recipient – then click Save in the lower-right corner, to save the settings for this loan. The settings are re-used for each milestone going forward.
FAQ
Q: When and How Often Are Milestones Synced?
A: Floify polls the LOS to sync milestones based on the timestamp of the deadline of the underlying loan, at the following frequencies:
- Every 15 minutes:
- Loans with a deadline:
- Between the current date and 8 days after the current date
- Loans with a deadline:
- Every 2 hours:
- Loans with a deadline:
- Between 2 months before the current date and the current date
- Between 8 days after the current date and 2 months after the current date
- Loans with a deadline:
- Once a day at 01:00 UTC:
- Loans with a deadline:
- 2 months before the current date
- After 2 months after the current date
- Loans with no deadline
- Loans with a deadline:
Milestone Syncing does not occur between 9PM and 9AM (ET) – milestones checked off during this time period will be synced at the first available instance the next day.
Encompass Milestone Syncing also has an additional webhook that is sent out, which checks off most milestones immediately. If the webhook fails, we rely on the above cadence for checkoff.
Q: What data syncs over from the LOS during milestone check off?
A: When a milestone is checked off, in addition to populating the checkoff date on the Floify milestone, we will also populate the loan address into the corresponding Floify loan address field – if there is not already an address on the Floify loan. Once the Floify loan has an address saved, subsequent milestone checkoffs from the LOS will not update the address:
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