Lender Tutorials
These video tutorials help users learn the lender side of the Floify.
- 5 Easy Ways to Brand Your Account
- Add a New Doc
- Add a New Prospect
- Add Custom Questions to Your Loan Application
- Archive a Loan Flow
- Delete a Prospect
- Desktop Underwriter Workflows
- Enable Company Single Sign-On (SSO) Options
- Enhanced Co-Pilot with Borrower Quick Assist
- Filter or Search Through Your Prospects
- Floify 101 Training
- Get Your Borrower Started in Floify via Your Links
- Navigate to the Company Dashboard
- Navigational Overview
- Prepare your Pre-Approval Letter
- Send a Borrower a Link to Finish Their Application
- Stack and Send Docs from the Home Page
- Task Management Overview