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  1. Floify Help Center
  2. Using Floify

Using Floify

Learn the basics to help you make the most of Floify


Borrower Help

  • Complete My Loan Application
  • Declare a Document Request Not Applicable
  • Delete My Borrower Account
  • Download My Lender's Progressive Web App
  • Find My Lender's Contact Information
  • Log In and Apply with Single Sign-On (SSO)
See all 18 articles

Realtor, Partner Help

  • Generate a Pre-Approval Letter
  • Log In to My Portal
  • Log Out of My Portal
  • Manage My Text Notifications
  • Portal Overview for Realtors
  • Reset My Password
See all 9 articles

Settlement Agent Help

  • Hybrid E-Closing: Settlement Agent Portal

Company Dashboard

  • Access Team Settings From Company Dashboard
  • Access Teams and Users
  • Access the Company Audit Log
  • Access the Floify E-Sign Dashboard
  • Access the Floify E-Sign Settings
  • Access the In-Browser Landing Page Editor
See all 70 articles

Pipeline

  • Access the Audit Log
  • Access the Conversation Log
  • Add a New Document Request
  • Add A New Prospect
  • Add Loan Flow Notes
  • Archive a Loan Flow
See all 65 articles

Workflows and General Info

  • 2-Step Verification
  • Arizona Pre-Qualification and Loan Status Forms
  • Audit Log Events
  • Auto-Delete Loans
  • Borrower Disclosure Signing Process
  • Configure My Landing Page
See all 25 articles

Disclosure Desk

  • Disclosure Desk Setup: Custom Document Settings
  • Disclosure Desk Setup: Ellie Mae Document Settings
  • Disclosure Desk Setup: Encompass Fields
  • Disclosure Desk: Integration Window



Floify Support
Monday through Friday 7:30 AM - 6:30 PM MT
Saturday and Sunday 8:30 AM - 5:00 PM MT

support@floify.com

(720) 370-3622