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  1. Floify Help Center
  2. Using Floify
  3. Pipeline

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
  • Borrowers Not Invited Status
  • Connect a Loan Flow to a New Encompass Loan File Number
  • Convert a Prospect to a Live Loan Flow
  • Copy Loan Docs
  • Create a Prospect from the LOS 1003
  • Delete a Loan Flow
  • Delete a Prospect
  • Disable Borrower Deadline Notifications
  • Download a Borrower's Loan Files
  • Download a MISMO 3.4 Version of My Borrower's Loan Application
  • Download a PDF Version of My Borrower's Loan Application
  • Download a Prospect's Loan Application
  • Edit a Borrower's Email Address
  • Edit a Borrower's Loan Application
  • Edit a Loan Flow
  • Edit a Prospect's Loan Application
  • Edit An Archived Loan Flow
  • Enable Desktop Notifications
  • Filter or Search My Pipeline
  • Filter or Search Through Your Prospects
  • Generate a Pre-Approval Letter
  • iFrame
  • Incomplete Prospect Application
  • Invite a Realtor/Partner to a Loan Flow
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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