Configurations
Make Floify your own by configuring your workflow
Apply Now
- Add or Edit Apply Now Automatic Doc Requests
- Change My Borrower's Application Access
- Change the Idle Application Reminder Cadence
- Change Your Color Scheme
- Configure My Loan Application
- Delay Borrower Loan Flow Access
Credit Card
Customizations
- Change the Default Sort of My Pipeline
- Commonly Seen Use Cases for Custom Fields
- Configure My Loan Pipeline Fields
- Create a Custom Field
- Create a Custom Field Business Rule
- Create a Custom Field Layout
- Disable All Automatic Email Notifications
- Edit My Add Document Notice Email
- Edit My All Documents Accepted Notice Email
- Edit My Application Invitation Email
- Edit My Deadline Notice Email
- Edit My Idle Application Notice Email
E-Sign
- Create a Floify E-Sign Template
- Edit a Floify E-Sign Template
- Enable Floify E-Sign
- Finish a Previously Started Floify E-Sign Template
- Restore a Floify E-Sign Template
- View My Floify E-Sign Dashboard
Integrations
- Connect My Account to AccountChek
- Connect My Account to Box
- Connect My Account to DocuSign
- Connect My Account to Dropbox
- Connect My Account to Google Drive
- Connect My Account to MeridianLink
Logo
Milestones
- Create a New Milestone
- Create and Edit Team Milestone Sets
- Delete My Milestone
- Edit My Automatic Deadline Notice Reminder Cadence
- Edit My Milestone Email Template
- Edit My Milestone Name
Realtors, Partners
- Add a Realtor or Partner to My Database
- Change My Pre-Approval Letter Template
- Co-Brand With My Realtor or Partner
- Download My Pre-Approval Letter Template
- Edit a Realtor or Partner's Profile Details
- Import My Realtors or Partners to My Account
Recipes
- Recipe: Add a video to your milestone template
- Recipe: Add the Equal Housing Opportunity Logo to your landing page
- Recipe: Center Alignment for the Loan Status Milestone Update merge field
- Recipe: Change Details on Landing Page for Individual Teams
- Recipe: Change Lender to Loan Originator on the landing page
- Recipe: Change the landing page header color
Team Info
- Add Additional License Numbers and States
- Change My Landing Page Link
- Change My Team Name in the Company Dashboard
- Change My Team Name in the Upper Right Hand Corner
- Delete My License Number
- Disable All Landing Page Calculators
Template Docs
- Add New DocuSign eSignature Documents
- Add New Floify E-Signature Documents
- Add New Forms
- Add New Template Documents
- Add New Template Questions
- Create or Edit Template Document Categories
Texting
- Edit My Add Document Notice Text Message
- Edit My All Documents Accepted Notice Text Message
- Edit My Deadline Notice Text Message
- Edit My Idle Application Notice Text Message
- Edit My Milestone Update Text Message
- Edit My Needs List Text Message