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