How To

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Reset Your Password
How to Recover Your Password 1. Navigate to the Floify login screen (you can do this directly at   app.floify.com or via the link from your lender) 2. Click "Forgot Password? (just below the box to enter your passwor...
Enable Realtor and Partner Co-Branding
Enabling Realtor and Partner Co-Branding allows you to create co-branded landing pages with your partners and generates a unique URL for them to share.  Configuration Step 1. Visit  Settings -> Team Info -> Landing Page Configur...
Customize the Emails that are sent your Borrowers from Floify
There are several communications that are sent to your borrowers through Floify as you. The initial Needslist (welcome) email, Add Document notices, deadline reminders, and more. The content and timing of these emails can all be customized with your...
Edit Deadline Reminders
When a Prospect is converted to a Live Loan and you select a Quick Pack to request a set of documents from your borrower, Floify will set a default Deadline for when those documents are due, and will send email reminders leading up to the deadline a...