Pipeline
- Locate My Application Link
- Locate the Borrower's Contact Information
- Manually Pull a Hard Credit Report
- Manually Pull a VOA, VOE, or VOI Request
- Mark a Prospect as Read or Unread
- Prepare a Pre-Approval Letter
- Preview My Landing Page
- Reassign a Prospect
- Reissue a Credit Report
- Renaming Borrower Documents
- Resend Needs List Email to My Borrower
- Resend the Borrower's Application Link
- Review My Pipeline Status Tab
- Review your Prospects Tab
- Send a Deadline Reminder Email to My Borrower
- Send a Password Reset Email to My Borrower
- Set Up a One Off Floify E-Sign Request or Floify E-Sign Template
- Set Up Borrower Pairs
- Sign a DocuSign Request
- Sign a Floify E-Sign Request
- Split Co-Mortgagors
- Stack and Send Docs
- Start a New Loan Flow
- Stop Emails From Going to Spam
- Switch Between My Team Pipeline and the Company Dashboard
- Switch to the Full View Mode of the Borrower's Application
- Transfer a Loan Flow to Another Team
- Unarchive a Loan Flow
- Update a Borrower's Milestones
- Update Loan Activity Notices