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  1. Floify Help Center
  2. Configurations
  3. Customizations

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
  • Create a Loan Flow Assignment Rule
  • Create An Auto-Doc Request Business Rule Action
  • Create an LOS Custom Field
  • Edit or Delete an Existing Custom Field
  • Edit or Delete an Existing Custom Field Business Rule
  • Edit or Delete an Existing Custom Field Layout
  • Edit or Delete an Existing Loan Flow Assignment Rule
  • Set a Default Custom Field Layout for Myself, Borrowers, or Realtors













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