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  1. Floify Help Center
  2. Using Floify
  3. Workflows and General Info

Workflows and General Info

  • 2-Step Verification
  • Arizona Pre-Qualification and Loan Status Forms
  • Audit Log Events
  • Auto-Delete Loans
  • Borrower Disclosure Signing Process
  • Configure My Landing Page
  • DocuSign Tutorial
  • Enabling Soft Credit Pulls
  • Enhanced Co-Pilot with Borrower Quick Assist
  • Floify E-Sign Tutorial
  • Floify Email Overview
  • Floify Text Message Overview
  • Import an XML File
  • Lead Source Tracking
  • Lender Disclosure Signing Process
  • Navigate In and Out of My Company Dashboard
  • Prepare and Generate a Pre-Approval Letter
  • Realtors and Partners Guide
  • SMS Compliance Improvements
  • SMS Opt-In for Non-Floify Users
  • SuperUsers vs. Regular Users
  • Supplemental Consumer Info Form
  • Texas Conditional Qualification and Conditional Approval Forms
  • Update My Credit Vendor Password
  • Using Task Management













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