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

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

support@floify.com

(720) 370-3622