Updated Articles

  1. What is the difference between a Prospect and a Live Loan?

    A Prospect is an application that was submitted via your Apply Now link. This application is still in the review state and has not been invited to the Borrower Portal and no documents have been requested. Once you convert the Prospect to a Live Lo...
  2. 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...
  3. 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...
  4. Where did all of my loans go?!

    Have all of your loans seem to have disappeared? Chances are you are on the Home page of your Company Dashboard .  To return back to your Pipeline go to the Home page and find your name, then click the three blue people to the left. ...
  5. 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...
  6. How do I reset my password?

  7. 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...
  8. How do I resend the Needs List (welcome) email to my borrower?

  9. How do I download the FNMA 3.2 file from an application?

    1. To download the FNMA 3.2 file either go into your Prospects and click the blue and white arrow to the right.  OR 2. From your Home  page, locate Loan Application (1003) and click the blue and white arrow to the left. ...
  10. Integrating with Shape CRM

    Floify + Shape Software API Integration With the Floify–Shape integration, loan originators using Floify to automate their mortgage processes in combination with Shape to manage their lead & customer database can now seamlessly access Flo...