Using Floify
Learn the basics to help you make the most of Floify
Dynamic Apps and AI
Borrower Help
- Borrower Multi-Factor Authentication
- 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
Realtor, Partner Help
- Generate a Pre-Approval Letter in My Realtor Account
- Log In to My Portal
- Log Out of My Portal
- Manage My Text Notifications
- Portal Overview for Realtors
- Reset My Password
Settlement Agent Help
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
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
Workflows and General Info
- Arizona Pre-Qualification and Loan Status Forms
- Audit Log Events
- Auto-Delete Loans
- Borrower Disclosure Signing Process
- Completed & Bulk Document Uploads
- Configure My Landing Page
Disclosure Desk
- Automated Floify Disclosure Emails
- Disclosure Desk Setup: Custom Document Settings
- Disclosure Desk Setup: Ellie Mae Document Settings
- Disclosure Desk Setup: Encompass Fields
- Disclosure Desk: Integration Window
- Disclosures Desk 2.0 Hub